ducovest

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

ETF | Large Growth |

Last Closing

USD 96.55

Change

0.00 (0.00)%

Market Cap

N/A

Volume

2.55M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-03-09 )

Largest Industry Peers for Large Growth

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

N/A

 USD 36.26B
VOOG Vanguard S&P 500 Growth Index ..

N/A

 USD 16.58B
IWY iShares Russell Top 200 Growth..

N/A

 USD 12.53B
SPGP Invesco S&P 500 GARP ETF

N/A

 USD 3.40B
JMOM JPMorgan U.S. Momentum Factor ..

N/A

 USD 1.31B
QGRO American Century U.S. Quality ..

N/A

 USD 1.16B
FQAL Fidelity® Quality Factor ETF

N/A

 USD 1.12B
FDMO Fidelity® Momentum Factor ETF

N/A

 USD 0.51B
SFY SoFi Select 500

N/A

 USD 0.49B
GVIP Goldman Sachs Hedge Industry V..

N/A

 USD 0.35B

ETFs Containing IVW

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

N/A

 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 -4.90% 40% F 25% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.90% 40% F 25% F
Trailing 12 Months  
Capital Gain 16.56% 83% B 83% B
Dividend Return 0.53% 74% C 6% D-
Total Return 17.09% 83% B 79% B-
Trailing 5 Years  
Capital Gain 113.11% 64% D 82% B
Dividend Return 5.83% 56% F 13% F
Total Return 118.94% 60% D- 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 74.45% 100% F 96% N/A
Dividend Return 75.39% 100% F 96% N/A
Total Return 0.94% 84% B 22% F
Risk Return Profile  
Volatility (Standard Deviation) 166.18% 4% F 6% D-
Risk Adjusted Return 45.37% 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.