IVW:NYE-iShares S&P 500 Growth ETF (USD)

ETF | Large Growth |

Last Closing

USD 102.41

Change

-1.94 (-1.86)%

Market Cap

N/A

Volume

2.05M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-01-07 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E..

-0.56 (-1.95%)

USD 37.86B
VOOG Vanguard S&P 500 Growth Index ..

-6.88 (-1.83%)

USD 17.70B
IWY iShares Russell Top 200 Growth..

-4.74 (-1.97%)

USD 14.23B
SPGP Invesco S&P 500 GARP ETF

-0.18 (-0.17%)

USD 4.74B
JMOM JPMorgan U.S. Momentum Factor ..

-0.54 (-0.91%)

USD 1.29B
QGRO American Century U.S. Quality ..

-1.58 (-1.54%)

USD 1.14B
FQAL Fidelity® Quality Factor ETF

-0.63 (-0.95%)

USD 1.07B
SFY SoFi Select 500

-2.03 (-1.81%)

USD 0.97B
FDMO Fidelity® Momentum Factor ETF

-1.05 (-1.47%)

USD 0.38B
BIBL Northern Lights Fund Trust IV ..

-0.15 (-0.38%)

USD 0.33B

ETFs Containing IVW

DWAT Arrow DWA Tactical: Macro.. 12.42 % 1.40 %

-0.13 (-1.11%)

USD 3.50M

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.87% 40% F 63% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.87% 40% F 63% D
Trailing 12 Months  
Capital Gain 37.22% 92% A 89% A-
Dividend Return 0.58% 74% C 6% D-
Total Return 37.81% 92% A 89% A-
Trailing 5 Years  
Capital Gain 106.21% 64% D 88% B+
Dividend Return 5.31% 64% D 14% F
Total Return 111.53% 60% D- 88% B+
Average Annual (5 Year Horizon)  
Capital Gain 91.33% 100% F 96% N/A
Dividend Return 92.31% 100% F 96% N/A
Total Return 0.98% 88% B+ 24% F
Risk Return Profile  
Volatility (Standard Deviation) 180.18% 4% F 5% F
Risk Adjusted Return 51.23% 36% F 65% D
Market Capitalization N/A 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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.