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

ETF | Financial |

Last Closing

USD 84.1

Change

+0.77 (+0.92)%

Market Cap

N/A

Volume

0.12M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-01-30 )

Largest Industry Peers for Financial

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

+0.49 (+0.96%)

USD 46.80B
VFH Vanguard Financials Index Fund..

+1.24 (+0.99%)

USD 11.46B
FNCL Fidelity® MSCI Financials Ind..

+0.69 (+0.94%)

USD 2.07B
FXO First Trust Financials AlphaDE..

+0.48 (+0.85%)

USD 2.01B
BIZD VanEck BDC Income ETF

+0.17 (+0.99%)

USD 1.39B
VPC Virtus Private Credit ETF

+0.02 (+0.09%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

+0.23 (+1.18%)

USD 0.02B
IXG iShares Global Financials ETF

+0.79 (+0.77%)

N/A
IYF iShares U.S. Financials ETF

+0.87 (+0.74%)

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

+1.92 (+1.24%)

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 8.08% 94% A 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.08% 94% A 85% B
Trailing 12 Months  
Capital Gain 38.06% 88% B+ 89% A-
Dividend Return 1.49% 29% F 24% F
Total Return 39.54% 88% B+ 88% B+
Trailing 5 Years  
Capital Gain 69.01% 53% F 77% C+
Dividend Return 9.47% 12% F 28% F
Total Return 78.48% 53% F 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 13.17% 29% F 71% C-
Dividend Return 14.73% 12% F 70% C-
Total Return 1.56% 35% F 38% F
Risk Return Profile  
Volatility (Standard Deviation) 28.94% 47% F 37% F
Risk Adjusted Return 50.90% 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.