IXG:NYE-iShares Global Financials ETF (USD)

ETF | Financial |

Last Closing

USD 102.73

Change

+0.89 (+0.87)%

Market Cap

N/A

Volume

5.23K

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: 2025-02-05 )

Largest Industry Peers for Financial

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

+0.54 (+1.06%)

USD 46.80B
VFH Vanguard Financials Index Fund..

+1.27 (+1.02%)

USD 11.46B
FNCL Fidelity® MSCI Financials Ind..

+0.79 (+1.09%)

USD 2.07B
FXO First Trust Financials AlphaDE..

+0.43 (+0.76%)

USD 2.01B
BIZD VanEck BDC Income ETF

-0.14 (-0.80%)

USD 1.39B
VPC Virtus Private Credit ETF

-0.03 (-0.11%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

-0.13 (-0.63%)

USD 0.02B
IYF iShares U.S. Financials ETF

+0.92 (+0.79%)

N/A
IYG iShares U.S. Financial Service..

+0.83 (+1.00%)

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

+1.27 (+0.82%)

N/A

ETFs Containing IXG

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 6.94% 65% D 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.94% 65% D 81% B-
Trailing 12 Months  
Capital Gain 28.64% 35% F 83% B
Dividend Return 3.17% 82% B 48% F
Total Return 31.81% 35% F 83% B
Trailing 5 Years  
Capital Gain 50.12% 41% F 72% C
Dividend Return 14.52% 82% B 48% F
Total Return 64.64% 41% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 14.72% 47% F 74% C
Dividend Return 16.93% 35% F 74% C
Total Return 2.21% 71% C- 51% F
Risk Return Profile  
Volatility (Standard Deviation) 22.28% 88% B+ 49% F
Risk Adjusted Return 76.00% 76% C+ 84% B
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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
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.