IUSG:ARCA-iShares Core Russell U.S. Growth (USD)

ETF | Large Growth | NYSE Arca

Last Closing

USD 144.14

Change

-0.05 (-0.03)%

Market Cap

USD 1.03B

Volume

0.30M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the Russell 3000 Growth Index (the "underlying index"). The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of equity securities of Russell 3000 Index issuers with relatively higher price-to-book ratios and higher forecasted growth.

Inception Date: 24/07/2000

Primary Benchmark: S&P 900 Growth TR

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.08%

Management Expense Ratio: 0.04 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-26 )

Largest Industry Peers for Large Growth

Symbol Name Mer Price(Change) Market Cap
QQQ Invesco QQQ Trust 0.20 %

-7.04 (-1.33%)

USD 326.12B
VONG Vanguard Russell 1000 Growth I.. 0.12 %

-1.57 (-1.47%)

USD 25.37B
ONEQ Fidelity® Nasdaq Composite In.. 0.21 %

-1.14 (-1.45%)

USD 7.65B
FV First Trust Dorsey Wright Focu.. 0.30 %

-0.55 (-0.91%)

USD 4.03B
QQEW First Trust NASDAQ-100 Equal W.. 0.60 %

-1.14 (-0.89%)

USD 2.00B
QQQE Direxion NASDAQ-100 Equal Weig.. 0.35 %

-0.88 (-0.95%)

USD 1.31B
FTC First Trust Large Cap Growth A.. 0.61 %

-1.39 (-0.98%)

USD 1.19B
LRGE ClearBridge Large Cap Growth E.. 0.59 %

-0.94 (-1.21%)

USD 0.41B
BKCH Global X Blockchain ETF 0.00 %

-2.91 (-4.78%)

USD 0.19B
ENTR ERShares Entrepreneurs ETF 0.49 %

N/A

USD 0.18B

ETFs Containing IUSG

FDGR Foundations Dynamic Growt.. 10.20 % 0.00 %

-0.21 (-1.45%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 38.46% 100% F 83% B
Dividend Return 0.54% 58% F 8% B-
Total Return 39.00% 100% F 82% B
Trailing 12 Months  
Capital Gain 37.93% 100% F 83% B
Dividend Return 0.54% 58% F 8% B-
Total Return 38.47% 100% F 83% B
Trailing 5 Years  
Capital Gain 112.35% 77% C+ 87% B+
Dividend Return 6.05% 77% C+ 18% F
Total Return 118.39% 79% B- 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 13.94% 46% F 67% D+
Dividend Return 14.79% 54% F 66% D+
Total Return 0.85% 77% C+ 24% F
Risk Return Profile  
Volatility (Standard Deviation) 24.10% 54% F 71% C-
Risk Adjusted Return 61.37% 46% F 84% B
Market Capitalization 1.03B N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.