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

ETF | Large Growth |

Last Closing

USD 105.64

Change

+0.89 (+0.85)%

Market Cap

N/A

Volume

0.99M

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: 2025-02-10 )

Largest Industry Peers for Large Growth

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

+0.26 (+0.91%)

USD 38.93B
VOOG Vanguard S&P 500 Growth Index ..

+3.45 (+0.91%)

USD 15.70B
IWY iShares Russell Top 200 Growth..

+2.21 (+0.93%)

USD 14.13B
SPGP Invesco S&P 500 GARP ETF

+0.69 (+0.64%)

USD 3.79B
JMOM JPMorgan U.S. Momentum Factor ..

+0.41 (+0.66%)

USD 1.40B
QGRO American Century U.S. Quality ..

+1.03 (+0.96%)

USD 1.27B
FQAL Fidelity® Quality Factor ETF

+0.42 (+0.62%)

USD 1.09B
SFY SoFi Select 500

+1.23 (+1.10%)

USD 0.53B
FDMO Fidelity® Momentum Factor ETF

+0.46 (+0.63%)

USD 0.45B
BIBL Northern Lights Fund Trust IV ..

+0.26 (+0.63%)

USD 0.33B

ETFs Containing IVW

DWAT Arrow DWA Tactical: Macro.. 0.00 % 1.40 %

+0.09 (+0.71%)

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 4.05% 36% F 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.05% 36% F 65% D
Trailing 12 Months  
Capital Gain 29.43% 79% B- 85% B
Dividend Return 0.53% 74% C 6% D-
Total Return 29.96% 79% B- 84% B
Trailing 5 Years  
Capital Gain 102.26% 64% D 87% B+
Dividend Return 5.05% 64% D 14% F
Total Return 107.31% 60% D- 86% B+
Average Annual (5 Year Horizon)  
Capital Gain 82.21% 100% F 96% N/A
Dividend Return 83.16% 100% F 96% N/A
Total Return 0.96% 88% B+ 23% F
Risk Return Profile  
Volatility (Standard Deviation) 173.05% 4% F 5% F
Risk Adjusted Return 48.06% 36% F 61% 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.