IVW:NYE-iShares S&P 500 Growth ETF (USD)

ETF | Large Growth |

Last Closing

USD 106.65

Change

+0.51 (+0.48)%

Market Cap

N/A

Volume

1.38M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-01-23 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E..

+0.14 (+0.48%)

USD 37.24B
VOOG Vanguard S&P 500 Growth Index ..

+1.80 (+0.47%)

USD 15.70B
IWY iShares Russell Top 200 Growth..

+0.97 (+0.40%)

USD 14.04B
SPGP Invesco S&P 500 GARP ETF

+0.51 (+0.46%)

USD 3.90B
JMOM JPMorgan U.S. Momentum Factor ..

+0.30 (+0.49%)

USD 1.25B
QGRO American Century U.S. Quality ..

+0.96 (+0.91%)

USD 1.12B
FQAL Fidelity® Quality Factor ETF

+0.34 (+0.50%)

USD 1.09B
SFY SoFi Select 500

+0.62 (+0.54%)

USD 0.96B
FDMO Fidelity® Momentum Factor ETF

+0.41 (+0.56%)

USD 0.45B
GVIP Goldman Sachs Hedge Industry V..

+0.96 (+0.73%)

USD 0.32B

ETFs Containing IVW

DWAT Arrow DWA Tactical: Macro.. 0.00 % 1.40 %

+0.05 (+0.40%)

USD 3.50M

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.04% 32% F 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.04% 32% F 74% C
Trailing 12 Months  
Capital Gain 35.67% 83% B 87% B+
Dividend Return 0.55% 70% C- 6% D-
Total Return 36.22% 83% B 87% B+
Trailing 5 Years  
Capital Gain 111.84% 64% D 88% B+
Dividend Return 5.24% 64% D 14% F
Total Return 117.08% 60% D- 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 87.75% 100% F 96% N/A
Dividend Return 88.72% 100% F 96% N/A
Total Return 0.97% 88% B+ 24% F
Risk Return Profile  
Volatility (Standard Deviation) 177.50% 4% F 5% F
Risk Adjusted Return 49.98% 36% 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:
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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

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.