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

ETF | Large Growth |

Last Closing

USD 103.43

Change

-2.49 (-2.35)%

Market Cap

N/A

Volume

1.40M

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: 2025-02-21 )

Largest Industry Peers for Large Growth

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

-0.72 (-2.51%)

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

-8.99 (-2.35%)

USD 16.58B
IWY iShares Russell Top 200 Growth..

-5.21 (-2.16%)

USD 14.13B
SPGP Invesco S&P 500 GARP ETF

-2.78 (-2.56%)

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

-1.49 (-2.41%)

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

-3.33 (-3.10%)

USD 1.27B
FQAL Fidelity® Quality Factor ETF

-0.99 (-1.44%)

USD 1.12B
SFY SoFi Select 500

-2.61 (-2.28%)

USD 0.53B
FDMO Fidelity® Momentum Factor ETF

-1.88 (-2.57%)

USD 0.51B
GVIP Goldman Sachs Hedge Industry V..

-3.22 (-2.39%)

USD 0.35B

ETFs Containing IVW

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

-0.21 (-1.69%)

USD 2.46M

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 1.87% 32% F 54% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.87% 32% F 53% F
Trailing 12 Months  
Capital Gain 25.28% 75% C 84% B
Dividend Return 0.53% 74% C 6% D-
Total Return 25.81% 75% C 82% B
Trailing 5 Years  
Capital Gain 100.79% 64% D 87% B+
Dividend Return 5.12% 64% D 14% F
Total Return 105.91% 60% D- 86% B+
Average Annual (5 Year Horizon)  
Capital Gain 80.37% 100% F 96% N/A
Dividend Return 81.32% 100% F 96% N/A
Total Return 0.95% 88% B+ 23% F
Risk Return Profile  
Volatility (Standard Deviation) 171.56% 4% F 5% F
Risk Adjusted Return 47.40% 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.