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

ETF | Financial |

Last Closing

USD 117.89

Change

+0.37 (+0.31)%

Market Cap

N/A

Volume

0.15M

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: 2025-02-11 )

Largest Industry Peers for Financial

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

+0.13 (+0.25%)

USD 54.75B
VFH Vanguard Financials Index Fund..

+0.32 (+0.25%)

USD 11.46B
FXO First Trust Financials AlphaDE..

-0.14 (-0.25%)

USD 2.26B
FNCL Fidelity® MSCI Financials Ind..

+0.12 (+0.16%)

USD 2.07B
BIZD VanEck BDC Income ETF

+0.02 (+0.12%)

USD 1.39B
VPC Virtus Private Credit ETF

+0.10 (+0.45%)

USD 0.06B
BDCZ UBS AG London Branch ELKS 4

+0.06 (+0.31%)

USD 0.02B
IXG iShares Global Financials ETF

+0.25 (+0.24%)

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

+0.32 (+0.38%)

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

+0.02 (+0.01%)

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 6.61% 53% F 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.61% 53% F 80% B-
Trailing 12 Months  
Capital Gain 35.60% 71% C- 87% B+
Dividend Return 1.12% 12% F 18% F
Total Return 36.72% 65% D 86% B+
Trailing 5 Years  
Capital Gain 65.01% 76% C+ 78% C+
Dividend Return 8.47% 6% D- 25% F
Total Return 73.48% 65% D 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 14.50% 41% F 74% C
Dividend Return 15.98% 29% F 73% C
Total Return 1.48% 18% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 24.26% 71% C- 45% F
Risk Adjusted Return 65.84% 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.