IYG:NYE-iShares U.S. Financial Services ETF (USD)

ETF | Financial |

Last Closing

USD 81.55

Change

-0.41 (-0.50)%

Market Cap

N/A

Volume

0.06M

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: 2025-02-25 )

Largest Industry Peers for Financial

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

-0.01 (-0.02%)

USD 54.75B
VFH Vanguard Financials Index Fund..

-0.35 (-0.28%)

USD 12.60B
FNCL Fidelity® MSCI Financials Ind..

-0.18 (-0.25%)

USD 2.28B
FXO First Trust Financials AlphaDE..

-0.05 (-0.09%)

USD 2.26B
BIZD VanEck BDC Income ETF

-0.08 (-0.46%)

USD 1.56B
VPC Virtus Private Credit ETF

-0.06 (-0.26%)

USD 0.06B
BDCZ UBS AG London Branch ELKS 4

-0.07 (-0.36%)

USD 0.02B
IXG iShares Global Financials ETF

+0.60 (+0.58%)

N/A
IYF iShares U.S. Financials ETF

-0.34 (-0.29%)

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

-1.71 (-1.13%)

N/A

ETFs Containing IYG

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 4.81% 82% B 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.81% 82% B 74% C
Trailing 12 Months  
Capital Gain 28.88% 88% B+ 87% B+
Dividend Return 1.43% 29% F 24% F
Total Return 30.31% 82% B 86% B+
Trailing 5 Years  
Capital Gain 81.25% 65% D 78% C+
Dividend Return 10.47% 18% F 29% F
Total Return 91.72% 53% F 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 13.81% 29% F 72% C
Dividend Return 15.38% 18% F 71% C-
Total Return 1.57% 35% F 38% F
Risk Return Profile  
Volatility (Standard Deviation) 29.05% 47% F 37% F
Risk Adjusted Return 52.93% 29% F 66% 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:

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.