ITOT:NYE-iShares Core S&P Total U.S. Stock Market ETF (USD)

ETF | Large Blend |

Last Closing

USD 133.08

Change

+0.67 (+0.51)%

Market Cap

N/A

Volume

0.75M

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: 2025-02-05 )

Largest Industry Peers for Large Blend

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

+1.38 (+0.46%)

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

+0.30 (+0.42%)

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SCHX Schwab U.S. Large-Cap ETF

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DYNF BlackRock US Equity Factor Rot..

+0.28 (+0.53%)

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

+0.71 (+0.60%)

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

+0.31 (+0.42%)

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

+0.65 (+0.91%)

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

+0.43 (+0.72%)

USD 5.20B
SCHK Schwab 1000 ETF

+0.13 (+0.45%)

USD 3.97B
DIVO Amplify CWP Enhanced Dividend ..

+0.19 (+0.45%)

USD 3.77B

ETFs Containing ITOT

XEQT:CA iShares Core Equity Portf.. 47.47 % 0.00 %

+0.25 (+0.33%)

CAD 6.64B
XUU-U:CA iShares Core S&P U.S. Tot.. 46.39 % 0.00 %

+0.15 (+0.33%)

N/A
XCNS:CA iShares Core Conservative.. 19.15 % 0.00 %

+0.11 (+0.33%)

CAD 0.29B
XINC:CA iShares Core Income Balan.. 9.07 % 0.00 %

+0.08 (+0.33%)

CAD 0.07B
XAW-U:CA iShares Core MSCI All Cou.. 5.49 % 0.00 %

+0.02 (+0.33%)

N/A
CBD:CA 0.00 % 0.75 %

N/A

N/A
CBN:CA 0.00 % 0.84 %

N/A

N/A
XBAL:CA iShares Core Balanced ETF.. 0.00 % 0.76 %

+0.16 (+0.33%)

CAD 1.74B
XGRO:CA iShares Core Growth ETF P.. 0.00 % 0.84 %

+0.19 (+0.33%)

CAD 2.88B
XAW:CA iShares Core MSCI All Cou.. 0.00 % 0.22 %

+0.21 (+0.33%)

CAD 2.95B
XUU:CA iShares Core S&P US Total.. 0.00 % 0.07 %

+0.19 (+0.33%)

CAD 3.50B

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 3.47% 53% F 60% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.47% 53% F 59% D-
Trailing 12 Months  
Capital Gain 21.68% 74% C 76% C+
Dividend Return 1.44% 77% C+ 23% F
Total Return 23.12% 82% B 76% C+
Trailing 5 Years  
Capital Gain 77.77% 56% F 81% B-
Dividend Return 9.38% 68% D+ 29% F
Total Return 87.15% 51% F 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 11.64% 26% F 68% D+
Dividend Return 12.97% 26% F 66% D+
Total Return 1.33% 58% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 25.00% 13% F 44% F
Risk Adjusted Return 51.88% 15% F 65% 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.

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.