IYY:NYE-iShares Dow Jones U.S. ETF (USD)

ETF | Large Blend |

Last Closing

USD 147.595

Change

-0.44 (-0.29)%

Market Cap

N/A

Volume

0.02M

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: 2025-02-12 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
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SCHX Schwab U.S. Large-Cap ETF

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DYNF BlackRock US Equity Factor Rot..

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GSLC Goldman Sachs ActiveBeta® U.S..

-0.50 (-0.42%)

USD 13.10B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.26 (-0.35%)

USD 10.01B
SPLV Invesco S&P 500® Low Volatili..

-0.21 (-0.29%)

USD 7.14B
JQUA JPMorgan U.S. Quality Factor E..

-0.24 (-0.40%)

USD 5.86B
SCHK Schwab 1000 ETF

-0.09 (-0.31%)

USD 4.11B
DIVO Amplify CWP Enhanced Dividend ..

-0.06 (-0.14%)

USD 4.07B

ETFs Containing IYY

N/A

Market Performance

  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 3.15% 53% F 63% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.15% 53% F 62% D
Trailing 12 Months  
Capital Gain 21.00% 72% C 77% C+
Dividend Return 0.88% 22% F 12% F
Total Return 21.88% 64% D 75% C
Trailing 5 Years  
Capital Gain 76.18% 67% D+ 82% B
Dividend Return 7.68% 30% F 22% F
Total Return 83.86% 56% F 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 13.00% 47% F 71% C-
Dividend Return 14.17% 44% F 68% D+
Total Return 1.17% 33% F 28% F
Risk Return Profile  
Volatility (Standard Deviation) 21.53% 31% F 50% F
Risk Adjusted Return 65.80% 31% 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.

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.