ducovest

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

ETF | Financial |

Last Closing

USD 81.43

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.09M

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)

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

Largest Industry Peers for Financial

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

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VFH Vanguard Financials Index Fund..

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FNCL Fidelity® MSCI Financials Ind..

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FXO First Trust Financials AlphaDE..

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BIZD VanEck BDC Income ETF

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VPC Virtus Private Credit ETF

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BDCZ UBS AG London Branch ELKS 4

N/A

 USD 0.02B
IXG iShares Global Financials ETF

N/A

 N/A
IYF iShares U.S. Financials ETF

N/A

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

N/A

 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 12.99% 29% F 71% C-
Dividend Return 14.55% 12% F 70% C-
Total Return 1.56% 35% F 38% F
Risk Return Profile  
Volatility (Standard Deviation) 28.90% 47% F 37% F
Risk Adjusted Return 50.34% 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.