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

ETF | Financial |

Last Closing

USD 79.32

Change

+0.89 (+1.13)%

Market Cap

N/A

Volume

0.11M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-04-02 )

Largest Industry Peers for Financial

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

+0.41 (+0.82%)

USD 50.94B
VFH Vanguard Financials Index Fund..

+1.19 (+1.00%)

USD 11.40B
FXO First Trust Financials AlphaDE..

+0.69 (+1.30%)

USD 2.15B
FNCL Fidelity® MSCI Financials Ind..

+0.67 (+0.97%)

USD 2.10B
BIZD VanEck BDC Income ETF

-0.08 (-0.48%)

USD 1.46B
VPC Virtus Private Credit ETF

-0.17 (-0.80%)

USD 0.07B
BDCZ UBS AG London Branch ELKS 4

-0.08 (-0.40%)

USD 0.02B
IXG iShares Global Financials ETF

+1.17 (+1.14%)

N/A
IYF iShares U.S. Financials ETF

+1.21 (+1.07%)

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

+2.27 (+1.62%)

N/A

ETFs Containing IYG

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

+0.18 (+1.11%)

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 1.94% 59% D- 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.94% 59% D- 67% D+
Trailing 12 Months  
Capital Gain 21.06% 88% B+ 87% B+
Dividend Return 1.08% 41% F 23% F
Total Return 22.14% 88% B+ 86% B+
Trailing 5 Years  
Capital Gain 146.44% 47% F 77% C+
Dividend Return 13.86% 12% F 30% F
Total Return 160.30% 35% F 75% C
Average Annual (5 Year Horizon)  
Capital Gain 13.06% 29% F 73% C
Dividend Return 14.62% 18% F 72% C
Total Return 1.56% 35% F 37% F
Risk Return Profile  
Volatility (Standard Deviation) 28.18% 47% F 36% F
Risk Adjusted Return 51.88% 29% F 65% 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.