ducovest

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

ETF | Large Growth |

Last Closing

USD 104.19

Change

0.00 (0.00)%

Market Cap

N/A

Volume

1.92M

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: 2025-02-02 )

Largest Industry Peers for Large Growth

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

N/A

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

N/A

 USD 15.70B
IWY iShares Russell Top 200 Growth..

N/A

 USD 14.04B
SPGP Invesco S&P 500 GARP ETF

N/A

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

N/A

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

N/A

 USD 1.12B
FQAL Fidelity® Quality Factor ETF

N/A

 USD 1.09B
SFY SoFi Select 500

N/A

 USD 0.96B
FDMO Fidelity® Momentum Factor ETF

N/A

 USD 0.45B
GVIP Goldman Sachs Hedge Industry V..

N/A

 USD 0.32B

ETFs Containing IVW

DWAT Arrow DWA Tactical: Macro.. 12.07 % 1.40 %

N/A

 USD 2.42M

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 2.62% 36% F 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.62% 36% F 56% F
Trailing 12 Months  
Capital Gain 30.07% 83% B 85% B
Dividend Return 0.54% 70% C- 6% D-
Total Return 30.62% 79% B- 84% B
Trailing 5 Years  
Capital Gain 104.55% 64% D 87% B+
Dividend Return 5.18% 60% D- 14% F
Total Return 109.74% 60% D- 86% B+
Average Annual (5 Year Horizon)  
Capital Gain 84.06% 100% F 96% N/A
Dividend Return 85.02% 100% F 96% N/A
Total Return 0.96% 88% B+ 23% F
Risk Return Profile  
Volatility (Standard Deviation) 174.55% 4% F 5% F
Risk Adjusted Return 48.71% 36% F 62% 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.