IYY:NYE-iShares Dow Jones U.S. ETF (USD)

ETF | Large Blend |

Last Closing

USD 138.04

Change

+1.07 (+0.78)%

Market Cap

N/A

Volume

0.02M

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 Large Blend

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DYNF BlackRock US Equity Factor Rot..

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GSLC Goldman Sachs ActiveBeta® U.S..

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SPTM SPDR® Portfolio S&P 1500 Comp..

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SPLV Invesco S&P 500® Low Volatili..

+0.73 (+1.00%)

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JQUA JPMorgan U.S. Quality Factor E..

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DIVO Amplify CWP Enhanced Dividend ..

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SCHK Schwab 1000 ETF

+0.22 (+0.81%)

USD 3.90B

ETFs Containing IYY

N/A

Market Performance

  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 -3.53% 32% F 32% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -3.53% 32% F 31% F
Trailing 12 Months  
Capital Gain 9.91% 60% D- 72% C
Dividend Return 0.86% 37% F 14% F
Total Return 10.77% 57% F 66% D+
Trailing 5 Years  
Capital Gain 137.67% 85% B 71% C-
Dividend Return 11.07% 32% F 21% F
Total Return 148.74% 76% C+ 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 12.86% 49% F 71% C-
Dividend Return 14.02% 42% F 68% D+
Total Return 1.16% 32% F 27% F
Risk Return Profile  
Volatility (Standard Deviation) 21.45% 31% F 50% F
Risk Adjusted Return 65.34% 32% F 77% C+
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.