IWL:NYE-iShares Russell Top 200 ETF (USD)

ETF | Large Blend |

Last Closing

USD 143.72

Change

-0.03 (-0.02)%

Market Cap

USD 1.64B

Volume

0.04M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The index measures the performance of the largest capitalization sector of the U.S. equity market, as defined by Russell. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. It is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-01-14 )

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JQUA JPMorgan U.S. Quality Factor E..

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SCHK Schwab 1000 ETF

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ETFs Containing IWL

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.68% 22% F 42% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.68% 22% F 41% F
Trailing 12 Months  
Capital Gain 24.48% 90% A- 81% B-
Dividend Return 0.95% 29% F 12% F
Total Return 25.43% 90% A- 80% B-
Trailing 5 Years  
Capital Gain 85.88% 96% N/A 85% B
Dividend Return 8.32% 44% F 25% F
Total Return 94.20% 96% N/A 85% B
Average Annual (5 Year Horizon)  
Capital Gain 16.24% 93% A 77% C+
Dividend Return 17.46% 90% A- 75% C
Total Return 1.21% 39% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 19.31% 51% F 56% F
Risk Adjusted Return 90.42% 79% B- 92% A
Market Capitalization 1.64B 74% C 65% D

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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

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