IYF:NYE-iShares U.S. Financials ETF (USD)

ETF | Financial |

Last Closing

USD 118.05

Change

+0.92 (+0.79)%

Market Cap

N/A

Volume

0.72M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
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
IXG iShares Global Financials ETF

+0.89 (+0.87%)

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 IYF

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 6.76% 53% F 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.76% 53% F 80% B-
Trailing 12 Months  
Capital Gain 34.87% 65% D 87% B+
Dividend Return 1.11% 12% F 18% F
Total Return 35.98% 65% D 86% B+
Trailing 5 Years  
Capital Gain 67.74% 82% B 78% C+
Dividend Return 8.60% 6% D- 25% F
Total Return 76.34% 71% C- 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 14.32% 41% F 73% C
Dividend Return 15.80% 29% F 73% C
Total Return 1.48% 18% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 24.25% 71% C- 45% F
Risk Adjusted Return 65.14% 35% F 77% C+
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.