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

ETF | Large Blend |

Last Closing

USD 142.63

Change

-2.25 (-1.55)%

Market Cap

N/A

Volume

0.04M

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: 2025-02-27 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

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USD 474.06B
SPLG SPDR® Portfolio S&P 500 ETF

-1.09 (-1.56%)

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SCHX Schwab U.S. Large-Cap ETF

-0.38 (-1.62%)

USD 53.32B
DYNF BlackRock US Equity Factor Rot..

-0.83 (-1.60%)

USD 15.09B
GSLC Goldman Sachs ActiveBeta® U.S..

-1.78 (-1.52%)

USD 13.57B
SPTM SPDR® Portfolio S&P 1500 Comp..

-1.12 (-1.55%)

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

+0.09 (+0.12%)

USD 7.46B
JQUA JPMorgan U.S. Quality Factor E..

-0.62 (-1.05%)

USD 5.86B
SCHK Schwab 1000 ETF

-0.46 (-1.60%)

USD 4.11B
DIVO Amplify CWP Enhanced Dividend ..

-0.35 (-0.84%)

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 -0.32% 32% F 37% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.32% 32% F 35% F
Trailing 12 Months  
Capital Gain 14.81% 67% D+ 76% C+
Dividend Return 0.86% 22% F 13% F
Total Return 15.68% 63% D 72% C
Trailing 5 Years  
Capital Gain 94.44% 64% D 81% B-
Dividend Return 8.77% 30% F 22% F
Total Return 103.20% 57% F 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 13.01% 49% F 71% C-
Dividend Return 14.18% 43% F 68% D+
Total Return 1.16% 32% F 27% F
Risk Return Profile  
Volatility (Standard Deviation) 21.53% 31% F 50% F
Risk Adjusted Return 65.84% 32% 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.