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

ETF | Large Growth |

Last Closing

USD 100.53

Change

-0.23 (-0.23)%

Market Cap

N/A

Volume

1.63M

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: 2025-01-14 )

Largest Industry Peers for Large Growth

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

-0.12 (-0.43%)

USD 37.24B
VOOG Vanguard S&P 500 Growth Index ..

-0.70 (-0.19%)

USD 17.70B
IWY iShares Russell Top 200 Growth..

-1.16 (-0.50%)

USD 14.04B
SPGP Invesco S&P 500 GARP ETF

+1.01 (+0.94%)

USD 3.90B
JMOM JPMorgan U.S. Momentum Factor ..

+0.38 (+0.65%)

USD 1.25B
QGRO American Century U.S. Quality ..

+0.36 (+0.36%)

USD 1.12B
FQAL Fidelity® Quality Factor ETF

+0.01 (+0.02%)

USD 1.07B
SFY SoFi Select 500

-0.09 (-0.08%)

USD 0.96B
FDMO Fidelity® Momentum Factor ETF

+0.26 (+0.38%)

USD 0.38B
GVIP Goldman Sachs Hedge Industry V..

+0.94 (+0.75%)

USD 0.32B

ETFs Containing IVW

DWAT Arrow DWA Tactical: Macro.. 0.00 % 1.40 %

+0.03 (+0.22%)

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 -0.98% 32% F 36% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.98% 32% F 36% F
Trailing 12 Months  
Capital Gain 32.91% 92% A 87% B+
Dividend Return 0.58% 74% C 6% D-
Total Return 33.48% 88% B+ 87% B+
Trailing 5 Years  
Capital Gain 99.28% 68% D+ 88% B+
Dividend Return 5.23% 64% D 14% F
Total Return 104.51% 64% D 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 89.51% 100% F 96% N/A
Dividend Return 90.49% 100% F 96% N/A
Total Return 0.98% 88% B+ 24% F
Risk Return Profile  
Volatility (Standard Deviation) 178.78% 4% F 5% F
Risk Adjusted Return 50.61% 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.