IVW:NYE-iShares S&P 500 Growth ETF (USD)

ETF | Large Growth |

Last Closing

USD 99.07

Change

+1.36 (+1.39)%

Market Cap

N/A

Volume

2.59M

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: 2025-03-05 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E..

+0.38 (+1.44%)

USD 38.93B
VOOG Vanguard S&P 500 Growth Index ..

+4.91 (+1.39%)

USD 16.58B
IWY iShares Russell Top 200 Growth..

+3.19 (+1.43%)

USD 14.13B
SPGP Invesco S&P 500 GARP ETF

+0.81 (+0.80%)

USD 3.79B
JMOM JPMorgan U.S. Momentum Factor ..

+0.72 (+1.23%)

USD 1.40B
QGRO American Century U.S. Quality ..

+1.12 (+1.13%)

USD 1.27B
FQAL Fidelity® Quality Factor ETF

+0.45 (+0.68%)

USD 1.12B
SFY SoFi Select 500

+1.29 (+1.22%)

USD 0.53B
FDMO Fidelity® Momentum Factor ETF

+0.88 (+1.30%)

USD 0.51B
GVIP Goldman Sachs Hedge Industry V..

+1.97 (+1.59%)

USD 0.35B

ETFs Containing IVW

DWAT Arrow DWA Tactical: Macro.. 0.00 % 1.40 %

+0.02 (+0.17%)

USD 2.46M

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -2.42% 44% F 30% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.42% 44% F 29% F
Trailing 12 Months  
Capital Gain 20.07% 83% B 84% B
Dividend Return 0.53% 74% C 6% D-
Total Return 20.60% 79% B- 81% B-
Trailing 5 Years  
Capital Gain 114.09% 68% D+ 85% B
Dividend Return 5.70% 56% F 13% F
Total Return 119.79% 60% D- 84% B
Average Annual (5 Year Horizon)  
Capital Gain 76.49% 100% F 96% N/A
Dividend Return 77.43% 100% F 96% N/A
Total Return 0.94% 84% B 23% F
Risk Return Profile  
Volatility (Standard Deviation) 168.08% 4% F 6% D-
Risk Adjusted Return 46.07% 36% F 59% 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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

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.