-
Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2025-03-13
IWB:NYE-iShares Russell 1000 ETF (USD)
ETF | Large Blend |
Last Closing
USD 302.31Change
-4.27 (-1.39)%Market Cap
N/AVolume
0.66MAnalyst Target
N/A
N/A
Verdict
Values as of: 2025-03-13
ETF | Large Blend |
Last Closing
USD 302.31Change
-4.27 (-1.39)%Market Cap
N/AVolume
0.66MAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
VTI | Vanguard Total Stock Market In.. |
-3.86 (-1.40%) |
USD 453.93B |
SPLG | SPDR® Portfolio S&P 500 ETF |
-0.87 (-1.32%) |
USD 56.87B |
SCHX | Schwab U.S. Large-Cap ETF |
-0.32 (-1.45%) |
USD 51.16B |
DYNF | BlackRock US Equity Factor Rot.. |
-0.67 (-1.37%) |
USD 14.94B |
GSLC | Goldman Sachs ActiveBeta® U.S.. |
-1.61 (-1.47%) |
USD 13.57B |
SPTM | SPDR® Portfolio S&P 1500 Comp.. |
-0.94 (-1.38%) |
USD 9.53B |
SPLV | Invesco S&P 500® Low Volatili.. |
-0.02 (-0.03%) |
USD 7.46B |
JQUA | JPMorgan U.S. Quality Factor E.. |
-0.79 (-1.41%) |
USD 5.66B |
DIVO | Amplify CWP Enhanced Dividend .. |
-0.43 (-1.07%) |
USD 4.00B |
SCHK | Schwab 1000 ETF |
-0.38 (-1.41%) |
USD 3.90B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
ITDI | iShares Trust | 58.55 % | 0.00 % |
-0.37 (-1.19%) |
USD 8.56M |
ITDH | iShares Trust | 58.55 % | 0.00 % |
-0.39 (-1.19%) |
USD 9.88M |
ITDG | iShares Trust | 58.27 % | 0.00 % |
-0.37 (-1.19%) |
USD 0.02B |
ITDF | iShares Trust | 55.99 % | 0.00 % |
-0.35 (-1.19%) |
USD 0.02B |
ITDE | iShares Trust | 50.16 % | 0.00 % |
-0.32 (-1.19%) |
USD 0.02B |
ITDD | iShares Trust | 44.40 % | 0.00 % |
-0.24 (-1.19%) |
USD 0.03B |
ITDC | iShares Trust | 38.54 % | 0.00 % |
-0.21 (-1.19%) |
USD 0.02B |
ITDB | iShares Trust | 32.34 % | 0.00 % |
-0.16 (-1.19%) |
USD 0.02B |
ITDA | 26.37 % | 0.00 % |
N/A |
N/A | |
IRTR | iShares Trust | 25.27 % | 0.00 % |
-0.07 (-1.19%) |
USD 0.01B |
INAV | 22.20 % | 0.00 % |
N/A |
N/A | |
WLTG | ETF Opportunities Trust | 5.18 % | 0.00 % |
-0.37 (-1.19%) |
USD 0.04B |
RWLS | 0.00 % | 0.00 % |
N/A |
N/A | |
RWUI | 0.00 % | 0.00 % |
N/A |
N/A | |
TWM | ProShares UltraShort Russ.. | 0.00 % | 0.95 % |
+1.60 (+-1.19%) |
USD 0.05B |
Market Performance vs. Industry/Classification (Large Blend) | Market Performance vs. Exchange | ||||||
Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
YTD | |||||||
Capital Gain | -6.16% | 41% | F | 32% | F | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | -6.16% | 41% | F | 32% | F | ||
Trailing 12 Months | |||||||
Capital Gain | 6.79% | 64% | D | 71% | C- | ||
Dividend Return | 0.94% | 43% | F | 16% | F | ||
Total Return | 7.74% | 64% | D | 65% | D | ||
Trailing 5 Years | |||||||
Capital Gain | 102.66% | 71% | C- | 76% | C+ | ||
Dividend Return | 10.17% | 41% | F | 22% | F | ||
Total Return | 112.84% | 61% | D- | 74% | C | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 15.22% | 78% | C+ | 75% | C | ||
Dividend Return | 16.44% | 76% | C+ | 74% | C | ||
Total Return | 1.22% | 42% | F | 28% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 19.65% | 42% | F | 55% | F | ||
Risk Adjusted Return | 83.66% | 63% | D | 88% | B+ | ||
Market Capitalization | N/A | N/A | N/A | N/A | N/A |
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.
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.
The company has under performed its peers on annual average total returns in the past 5 years.
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.