IXG:NYE-iShares Global Financials ETF (USD)

ETF | Financial |

Last Closing

USD 103.49

Change

+1.55 (+1.52)%

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: 2025-03-05 )

Largest Industry Peers for Financial

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

+0.29 (+0.58%)

USD 54.75B
VFH Vanguard Financials Index Fund..

+0.73 (+0.61%)

USD 12.60B
FNCL Fidelity® MSCI Financials Ind..

+0.48 (+0.68%)

USD 2.28B
FXO First Trust Financials AlphaDE..

+0.55 (+1.03%)

USD 2.26B
BIZD VanEck BDC Income ETF

-0.12 (-0.70%)

USD 1.56B
VPC Virtus Private Credit ETF

-0.16 (-0.72%)

USD 0.06B
BDCZ UBS AG London Branch ELKS 4

-0.19 (-0.97%)

USD 0.02B
IYF iShares U.S. Financials ETF

+0.89 (+0.79%)

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

+0.57 (+0.72%)

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

+2.22 (+1.53%)

N/A

ETFs Containing IXG

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 7.73% 100% F 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.73% 100% F 85% B
Trailing 12 Months  
Capital Gain 23.87% 82% B 87% B+
Dividend Return 3.03% 82% B 48% F
Total Return 26.90% 94% A 87% B+
Trailing 5 Years  
Capital Gain 78.71% 41% F 76% C+
Dividend Return 17.16% 76% C+ 52% F
Total Return 95.87% 41% F 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 15.15% 47% F 75% C
Dividend Return 17.39% 35% F 75% C
Total Return 2.23% 71% C- 51% F
Risk Return Profile  
Volatility (Standard Deviation) 22.29% 88% B+ 49% F
Risk Adjusted Return 77.99% 88% B+ 85% B
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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
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.