ducovest

IWD:NYE-iShares Russell 1000 Value ETF (USD)

ETF | Large Value |

Last Closing

USD 191.48

Change

0.00 (0.00)%

Market Cap

N/A

Volume

2.50M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-01-18 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
SCHD Schwab U.S. Dividend Equity ET..

N/A

 USD 66.58B
DGRO iShares Core Dividend Growth E..

N/A

 USD 30.07B
FNDX Schwab Fundamental U.S. Large ..

N/A

 USD 17.33B
SCHV Schwab U.S. Large-Cap Value ET..

N/A

 USD 11.55B
SPYD SPDR® Portfolio S&P 500 High ..

N/A

 USD 6.63B
VOOV Vanguard S&P 500 Value Index F..

N/A

 USD 6.30B
FDVV Fidelity® High Dividend ETF

N/A

 USD 4.20B
SPHD Invesco S&P 500® High Dividen..

N/A

 USD 3.31B
LRGF iShares U.S. Equity Factor ETF

N/A

 USD 2.35B
IWX iShares Russell Top 200 Value ..

N/A

 USD 2.28B

ETFs Containing IWD

RWVG 97.17 % 0.00 %

N/A

 N/A
PRAE Northern Lights Fund Trus.. 3.39 % 0.00 %

N/A

 USD 9.06M
QEH 0.00 % 1.68 %

N/A

 N/A
RWGV 0.00 % 0.00 %

N/A

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.43% 87% B+ 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.43% 87% B+ 73% C
Trailing 12 Months  
Capital Gain 16.91% 58% F 69% C-
Dividend Return 2.12% 44% F 33% F
Total Return 19.03% 50% F 68% D+
Trailing 5 Years  
Capital Gain 38.28% 33% F 69% C-
Dividend Return 11.26% 24% F 37% F
Total Return 49.55% 31% F 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 11.83% 42% F 68% D+
Dividend Return 13.58% 31% F 67% D+
Total Return 1.75% 33% F 42% F
Risk Return Profile  
Volatility (Standard Deviation) 16.74% 46% F 62% D
Risk Adjusted Return 81.13% 46% F 88% B+
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.