IYG:NYE-iShares U.S. Financial Services ETF (USD)

ETF | Financial |

Last Closing

USD 78.01

Change

-0.30 (-0.38)%

Market Cap

N/A

Volume

0.13M

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 Financial

Symbol Name Price(Change) Market Cap
XLF Financial Select Sector SPDR®..

-0.11 (-0.23%)

USD 47.66B
VFH Vanguard Financials Index Fund..

-0.31 (-0.26%)

USD 11.44B
FNCL Fidelity® MSCI Financials Ind..

-0.24 (-0.35%)

USD 2.06B
FXO First Trust Financials AlphaDE..

-0.39 (-0.72%)

USD 2.01B
BIZD VanEck BDC Income ETF

-0.07 (-0.42%)

USD 1.35B
VPC Virtus Private Credit ETF

-0.13 (-0.61%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

-0.08 (-0.42%)

USD 0.02B
IXG iShares Global Financials ETF

-0.04 (-0.04%)

N/A
IYF iShares U.S. Financials ETF

-0.43 (-0.39%)

N/A
IAI iShares U.S. Broker-Dealers & ..

-1.95 (-1.33%)

N/A

ETFs Containing IYG

N/A

Market Performance

  Market Performance vs. Industry/Classification (Financial) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.26% 81% B- 46% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.26% 81% B- 46% F
Trailing 12 Months  
Capital Gain 30.98% 88% B+ 86% B+
Dividend Return 1.52% 29% F 24% F
Total Return 32.50% 88% B+ 86% B+
Trailing 5 Years  
Capital Gain 52.80% 47% F 75% C
Dividend Return 9.23% 12% F 28% F
Total Return 62.03% 47% F 74% C
Average Annual (5 Year Horizon)  
Capital Gain 12.70% 29% F 70% C-
Dividend Return 14.26% 6% D- 69% C-
Total Return 1.56% 29% F 38% F
Risk Return Profile  
Volatility (Standard Deviation) 28.86% 47% F 37% F
Risk Adjusted Return 49.40% 29% F 63% 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:

There is nothing we particularly like

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.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.