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

ETF | Financial |

Last Closing

USD 82.52

Change

-1.04 (-1.24)%

Market Cap

N/A

Volume

0.13M

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
IYF iShares U.S. Financials ETF

-1.26 (-1.06%)

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

-2.78 (-1.82%)

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 6.05% 76% C+ 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.05% 76% C+ 81% B-
Trailing 12 Months  
Capital Gain 29.47% 94% A 89% A-
Dividend Return 1.42% 29% F 25% F
Total Return 30.89% 82% B 89% A-
Trailing 5 Years  
Capital Gain 80.25% 59% D- 79% B-
Dividend Return 10.29% 18% F 30% F
Total Return 90.55% 59% D- 79% B-
Average Annual (5 Year Horizon)  
Capital Gain 13.84% 29% F 73% C
Dividend Return 15.41% 18% F 72% C
Total Return 1.57% 35% F 38% F
Risk Return Profile  
Volatility (Standard Deviation) 29.06% 47% F 36% F
Risk Adjusted Return 53.01% 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.