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

ETF | Financial |

Last Closing

USD 78.29

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.10M

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: 2025-03-20 )

Largest Industry Peers for Financial

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

+0.07 (+0.14%)

USD 50.94B
VFH Vanguard Financials Index Fund..

+0.08 (+0.07%)

USD 11.40B
FXO First Trust Financials AlphaDE..

-0.06 (-0.11%)

USD 2.15B
FNCL Fidelity® MSCI Financials Ind..

+0.01 (+0.01%)

USD 2.10B
BIZD VanEck BDC Income ETF

+0.04 (+0.24%)

USD 1.46B
VPC Virtus Private Credit ETF

-0.40 (-1.84%)

USD 0.07B
BDCZ UBS AG London Branch ELKS 4

+0.04 (+0.21%)

USD 0.02B
IXG iShares Global Financials ETF

-0.18 (-0.17%)

N/A
IYF iShares U.S. Financials ETF

+0.15 (+0.13%)

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

+0.36 (+0.25%)

N/A

ETFs Containing IYG

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

-0.04 (-0.24%)

USD 0.13B

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 0.62% 53% F 56% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.62% 53% F 53% F
Trailing 12 Months  
Capital Gain 18.28% 76% C+ 86% B+
Dividend Return 1.07% 35% F 21% F
Total Return 19.35% 76% C+ 84% B
Trailing 5 Years  
Capital Gain 152.06% 47% F 76% C+
Dividend Return 15.17% 12% F 31% F
Total Return 167.23% 35% F 74% 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.