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

ETF | Financial |

Last Closing

USD 78.16

Change

+0.15 (+0.19)%

Market Cap

N/A

Volume

0.07M

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: 2025-01-08 )

Largest Industry Peers for Financial

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

+0.16 (+0.33%)

USD 47.66B
VFH Vanguard Financials Index Fund..

+0.19 (+0.16%)

USD 11.44B
FNCL Fidelity® MSCI Financials Ind..

+0.17 (+0.25%)

USD 2.06B
FXO First Trust Financials AlphaDE..

+0.07 (+0.13%)

USD 2.01B
BIZD VanEck BDC Income ETF

-0.05 (-0.30%)

USD 1.35B
VPC Virtus Private Credit ETF

-0.03 (-0.12%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

-0.07 (-0.37%)

USD 0.02B
IXG iShares Global Financials ETF

+0.16 (+0.17%)

N/A
IYF iShares U.S. Financials ETF

+0.30 (+0.27%)

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

+0.82 (+0.57%)

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 0.45% 76% C+ 55% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.45% 76% C+ 54% F
Trailing 12 Months  
Capital Gain 31.15% 88% B+ 87% B+
Dividend Return 1.52% 29% F 24% F
Total Return 32.67% 88% B+ 86% B+
Trailing 5 Years  
Capital Gain 53.93% 47% F 76% C+
Dividend Return 9.28% 12% F 28% F
Total Return 63.21% 47% F 75% 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.