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

ETF | Large Growth |

Last Closing

USD 95.14

Change

+0.32 (+0.34)%

Market Cap

N/A

Volume

2.20M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-03-17 )

Largest Industry Peers for Large Growth

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

+0.10 (+0.39%)

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

+1.22 (+0.36%)

USD 14.36B
IWY iShares Russell Top 200 Growth..

+0.10 (+0.05%)

USD 12.53B
SPGP Invesco S&P 500 GARP ETF

+1.12 (+1.13%)

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

+0.79 (+1.40%)

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

+1.43 (+1.52%)

USD 1.16B
FQAL Fidelity® Quality Factor ETF

+0.48 (+0.74%)

USD 1.02B
FDMO Fidelity® Momentum Factor ETF

+0.53 (+0.81%)

USD 0.51B
SFY SoFi Select 500

+0.64 (+0.61%)

USD 0.49B
BIBL Northern Lights Fund Trust IV ..

+0.65 (+1.69%)

USD 0.31B

ETFs Containing IVW

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

+0.20 (+1.74%)

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 -6.29% 32% F 24% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -6.29% 32% F 23% F
Trailing 12 Months  
Capital Gain 13.97% 71% C- 79% B-
Dividend Return 0.52% 78% C+ 6% D-
Total Return 14.49% 75% C 76% C+
Trailing 5 Years  
Capital Gain 148.34% 40% F 74% C
Dividend Return 6.89% 52% F 12% F
Total Return 155.23% 44% F 69% C-
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.