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

ETF | Financial |

Last Closing

USD 79.35

Change

-3.17 (-3.84)%

Market Cap

N/A

Volume

0.66M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-04 )

Largest Industry Peers for Financial

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

-1.82 (-3.52%)

USD 54.75B
VFH Vanguard Financials Index Fund..

-4.39 (-3.52%)

USD 12.60B
FNCL Fidelity® MSCI Financials Ind..

-2.63 (-3.62%)

USD 2.28B
FXO First Trust Financials AlphaDE..

-1.78 (-3.23%)

USD 2.26B
BIZD VanEck BDC Income ETF

-0.35 (-2.00%)

USD 1.56B
VPC Virtus Private Credit ETF

-0.25 (-1.11%)

USD 0.06B
BDCZ UBS AG London Branch ELKS 4

-0.32 (-1.59%)

USD 0.02B
IXG iShares Global Financials ETF

-2.51 (-2.40%)

N/A
IYF iShares U.S. Financials ETF

-4.00 (-3.41%)

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

-5.12 (-3.41%)

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 1.98% 53% F 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.98% 53% F 64% D
Trailing 12 Months  
Capital Gain 24.46% 94% A 87% B+
Dividend Return 1.42% 29% F 25% F
Total Return 25.88% 88% B+ 87% B+
Trailing 5 Years  
Capital Gain 81.72% 53% F 79% B-
Dividend Return 10.79% 18% F 30% F
Total Return 92.51% 53% F 78% C+
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.