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

ETF | Financial |

Last Closing

USD 117.14

Change

-1.26 (-1.06)%

Market Cap

N/A

Volume

0.35M

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: 2025-03-03 )

Largest Industry Peers for Financial

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

-0.44 (-0.84%)

USD 54.75B
VFH Vanguard Financials Index Fund..

-1.22 (-0.97%)

USD 12.60B
FNCL Fidelity® MSCI Financials Ind..

-0.65 (-0.89%)

USD 2.28B
FXO First Trust Financials AlphaDE..

-0.65 (-1.17%)

USD 2.26B
BIZD VanEck BDC Income ETF

-0.08 (-0.46%)

USD 1.56B
VPC Virtus Private Credit ETF

-0.22 (-0.97%)

USD 0.06B
BDCZ UBS AG London Branch ELKS 4

-0.19 (-0.92%)

USD 0.02B
IXG iShares Global Financials ETF

-0.27 (-0.26%)

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

-1.04 (-1.24%)

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

-2.78 (-1.82%)

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 5.93% 71% C- 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.93% 71% C- 81% B-
Trailing 12 Months  
Capital Gain 28.22% 75% C 89% A-
Dividend Return 1.07% 12% F 18% F
Total Return 29.28% 71% C- 87% B+
Trailing 5 Years  
Capital Gain 80.27% 65% D 79% B-
Dividend Return 9.31% 6% D- 26% F
Total Return 89.58% 53% F 79% B-
Average Annual (5 Year Horizon)  
Capital Gain 14.87% 41% F 75% C
Dividend Return 16.35% 29% F 74% C
Total Return 1.48% 18% F 35% F
Risk Return Profile  
Volatility (Standard Deviation) 24.30% 71% C- 45% F
Risk Adjusted Return 67.29% 35% F 78% 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.