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Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2025-02-10
IWB:NYE-iShares Russell 1000 ETF (USD)
ETF | Large Blend |
Last Closing
USD 333.71Change
+2.15 (+0.65)%Market Cap
N/AVolume
0.46MAnalyst Target
N/A![](https://ducovest.com/tools/assets/assets/images/analyst-meter.png)
N/A
Verdict
Values as of: 2025-02-10
ETF | Large Blend |
Last Closing
USD 333.71Change
+2.15 (+0.65)%Market Cap
N/AVolume
0.46MAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
VTI | Vanguard Total Stock Market In.. |
+1.91 (+0.64%) |
USD 474.06B |
SPLG | SPDR® Portfolio S&P 500 ETF |
+0.47 (+0.66%) |
USD 58.63B |
SCHX | Schwab U.S. Large-Cap ETF |
+0.15 (+0.63%) |
USD 53.32B |
DYNF | BlackRock US Equity Factor Rot.. |
+0.34 (+0.64%) |
USD 15.09B |
GSLC | Goldman Sachs ActiveBeta® U.S.. |
+0.74 (+0.62%) |
USD 13.10B |
SPTM | SPDR® Portfolio S&P 1500 Comp.. |
+0.42 (+0.57%) |
USD 10.01B |
SPLV | Invesco S&P 500® Low Volatili.. |
+0.32 (+0.45%) |
USD 7.14B |
JQUA | JPMorgan U.S. Quality Factor E.. |
+0.39 (+0.65%) |
USD 5.86B |
SCHK | Schwab 1000 ETF |
+0.19 (+0.65%) |
USD 4.11B |
DIVO | Amplify CWP Enhanced Dividend .. |
+0.02 (+0.05%) |
USD 4.07B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
ITDI | iShares Trust | 61.58 % | 0.00 % |
+0.24 (+0.73%) |
USD 7.60M |
ITDH | iShares Trust | 61.58 % | 0.00 % |
+0.21 (+0.73%) |
USD 7.60M |
ITDG | iShares Trust | 61.19 % | 0.00 % |
+0.18 (+0.73%) |
USD 0.01B |
ITDF | iShares Trust | 58.72 % | 0.00 % |
+0.20 (+0.73%) |
USD 0.02B |
ITDE | iShares Trust | 53.20 % | 0.00 % |
+0.15 (+0.73%) |
USD 0.02B |
ITDD | iShares Trust | 44.40 % | 0.00 % |
+0.16 (+0.73%) |
USD 0.03B |
ITDC | iShares Trust | 40.66 % | 0.00 % |
+0.13 (+0.73%) |
USD 0.02B |
ITDB | iShares Trust | 34.12 % | 0.00 % |
+0.12 (+0.73%) |
USD 0.02B |
ITDA | 26.37 % | 0.00 % |
N/A |
N/A | |
IRTR | iShares Trust | 26.20 % | 0.00 % |
+0.07 (+0.73%) |
USD 0.01B |
INAV | 22.20 % | 0.00 % |
N/A |
N/A | |
WLTG | ETF Opportunities Trust | 7.17 % | 0.00 % |
+0.12 (+0.73%) |
USD 0.04B |
RWLS | 0.00 % | 0.00 % |
N/A |
N/A | |
RWUI | 0.00 % | 0.00 % |
N/A |
N/A | |
TWM | ProShares UltraShort Russ.. | 0.00 % | 0.95 % |
-0.41 (0.73%) |
USD 0.05B |
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 | 3.59% | 56% | F | 62% | D | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | 3.59% | 56% | F | 61% | D- | ||
Trailing 12 Months | |||||||
Capital Gain | 20.98% | 78% | C+ | 78% | C+ | ||
Dividend Return | 0.97% | 43% | F | 14% | F | ||
Total Return | 21.95% | 74% | C | 76% | C+ | ||
Trailing 5 Years | |||||||
Capital Gain | 78.17% | 71% | C- | 82% | B | ||
Dividend Return | 8.10% | 41% | F | 24% | F | ||
Total Return | 86.27% | 65% | D | 81% | B- | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 15.36% | 76% | C+ | 75% | C | ||
Dividend Return | 16.58% | 78% | C+ | 74% | C | ||
Total Return | 1.23% | 40% | F | 29% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 19.71% | 43% | F | 55% | F | ||
Risk Adjusted Return | 84.13% | 63% | D | 89% | A- | ||
Market Capitalization | N/A | N/A | N/A | N/A | N/A |
Target Price Action | Rating Action | Analyst | Rating | Price | Date |
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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.
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.
The company has under performed its peers on annual average total returns in the past 5 years.
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.