IYG:NYE-iShares U.S. Financial Services ETF (USD)

ETF | Financial |

Last Closing

USD 77.45

Change

+1.01 (+1.32)%

Market Cap

N/A

Volume

0.12M

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: 2025-03-17 )

Largest Industry Peers for Financial

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

+0.57 (+1.17%)

USD 50.94B
VFH Vanguard Financials Index Fund..

+1.44 (+1.23%)

USD 11.40B
FXO First Trust Financials AlphaDE..

+0.77 (+1.47%)

USD 2.15B
FNCL Fidelity® MSCI Financials Ind..

+0.91 (+1.34%)

USD 2.10B
BIZD VanEck BDC Income ETF

+0.13 (+0.79%)

USD 1.46B
VPC Virtus Private Credit ETF

N/A

USD 0.07B
BDCZ UBS AG London Branch ELKS 4

+0.23 (+1.19%)

USD 0.02B
IXG iShares Global Financials ETF

+1.27 (+1.25%)

N/A
IYF iShares U.S. Financials ETF

+1.67 (+1.51%)

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

+2.77 (+2.01%)

N/A

ETFs Containing IYG

AESR Anfield U.S. Equity Secto.. 7.48 % 0.00 %

+0.15 (+0.91%)

USD 0.14B

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 -0.46% 47% F 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.46% 47% F 44% F
Trailing 12 Months  
Capital Gain 20.43% 65% D 86% B+
Dividend Return 1.41% 41% F 26% F
Total Return 21.84% 65% D 84% B
Trailing 5 Years  
Capital Gain 143.73% 47% F 73% C
Dividend Return 14.83% 12% F 31% F
Total Return 158.56% 29% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 13.79% 29% F 73% C
Dividend Return 15.36% 18% F 72% C
Total Return 1.57% 35% F 37% F
Risk Return Profile  
Volatility (Standard Deviation) 29.03% 47% F 36% F
Risk Adjusted Return 52.91% 29% F 66% 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:

There is nothing we particularly like

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.

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.