IYY:NYE-iShares Dow Jones U.S. ETF (USD)

ETF | Large Blend |

Last Closing

USD 147.55

Change

+1.30 (+0.89)%

Market Cap

N/A

Volume

0.04M

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: 2025-01-21 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

+2.94 (+0.99%)

USD 454.13B
SPLG SPDR® Portfolio S&P 500 ETF

+0.65 (+0.92%)

USD 53.49B
SCHX Schwab U.S. Large-Cap ETF

+0.23 (+0.97%)

USD 51.13B
DYNF BlackRock US Equity Factor Rot..

+0.34 (+0.65%)

USD 13.65B
GSLC Goldman Sachs ActiveBeta® U.S..

+1.14 (+0.97%)

USD 13.10B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.66 (+0.90%)

USD 9.65B
SPLV Invesco S&P 500® Low Volatili..

+0.66 (+0.93%)

USD 7.14B
JQUA JPMorgan U.S. Quality Factor E..

+0.59 (+1.01%)

USD 5.20B
SCHK Schwab 1000 ETF

+0.27 (+0.93%)

USD 3.97B
DIVO Amplify CWP Enhanced Dividend ..

+0.24 (+0.58%)

USD 3.77B

ETFs Containing IYY

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 3.12% 49% F 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.12% 49% F 58% F
Trailing 12 Months  
Capital Gain 24.51% 78% C+ 79% B-
Dividend Return 0.91% 23% F 12% F
Total Return 25.42% 67% D+ 77% C+
Trailing 5 Years  
Capital Gain 79.30% 61% D- 83% B
Dividend Return 7.81% 31% F 23% F
Total Return 87.12% 56% F 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 12.93% 47% F 71% C-
Dividend Return 14.10% 44% F 68% D+
Total Return 1.17% 33% F 28% F
Risk Return Profile  
Volatility (Standard Deviation) 21.51% 31% F 51% F
Risk Adjusted Return 65.56% 29% F 78% C+
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.