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

ETF | Financial |

Last Closing

USD 81.43

Change

+0.92 (+1.14)%

Market Cap

N/A

Volume

0.09M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-01-17 )

Largest Industry Peers for Financial

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

+0.42 (+0.84%)

USD 46.80B
VFH Vanguard Financials Index Fund..

+1.13 (+0.93%)

USD 11.44B
FNCL Fidelity® MSCI Financials Ind..

+0.61 (+0.86%)

USD 2.06B
FXO First Trust Financials AlphaDE..

+0.50 (+0.90%)

USD 2.01B
BIZD VanEck BDC Income ETF

+0.03 (+0.18%)

USD 1.35B
VPC Virtus Private Credit ETF

-0.06 (-0.27%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

+0.04 (+0.22%)

USD 0.02B
IXG iShares Global Financials ETF

+0.41 (+0.42%)

N/A
IYF iShares U.S. Financials ETF

+0.98 (+0.85%)

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

+1.43 (+0.95%)

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 4.65% 82% B 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.65% 82% B 81% B-
Trailing 12 Months  
Capital Gain 37.16% 88% B+ 88% B+
Dividend Return 1.52% 29% F 24% F
Total Return 38.68% 88% B+ 88% B+
Trailing 5 Years  
Capital Gain 57.69% 47% F 77% C+
Dividend Return 9.13% 12% F 29% F
Total Return 66.81% 47% F 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 12.84% 29% F 70% C-
Dividend Return 14.39% 6% D- 69% C-
Total Return 1.56% 35% F 38% F
Risk Return Profile  
Volatility (Standard Deviation) 28.88% 47% F 37% F
Risk Adjusted Return 49.84% 29% F 64% 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.