IYLD:BATS- (USD)

ETF | Others |

Last Closing

USD 19.19

Change

0.00 (0.00)%

Market Cap

USD 0.11B

Volume

0.02M
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-04-08 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
FBTC Fidelity Wise Origin Bitcoin T..

+0.28 (+0.38%)

USD 16.57B
INDA iShares MSCI India ETF

N/A

USD 8.63B
PAVE Global X U.S. Infrastructure D..

-0.47 (-1.29%)

USD 7.86B
BUFR First Trust Cboe Vest Fund of ..

-0.43 (-1.49%)

USD 6.45B
BOXX Alpha Architect 1-3 Month Box ..

+0.01 (+0.01%)

USD 5.75B
BBUS JPMorgan BetaBuilders U.S. Equ..

-2.13 (-2.19%)

USD 4.20B
ARKB ARK 21Shares Bitcoin ETF

+0.32 (+0.38%)

USD 4.01B
KNG FT Cboe Vest S&P 500® Dividen..

-0.56 (-1.16%)

USD 3.66B
GSUS Goldman Sachs MarketBeta US Eq..

-1.68 (-2.27%)

USD 2.47B
IFRA iShares U.S. Infrastructure ET..

-0.23 (-0.52%)

USD 2.19B

ETFs Containing IYLD

IBAL:AU iShares Balanced ESG ETF 7.50 % 0.00 %

N/A

N/A
IGRO:AU iShares High Growth ESG E.. 2.52 % 0.00 %

-0.25 (-0.80%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -1.49% 83% B 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.49% 82% B 81% B-
Trailing 12 Months  
Capital Gain -3.28% 53% F 54% F
Dividend Return 2.78% 57% F 60% D-
Total Return -0.50% 67% D+ 66% D+
Trailing 5 Years  
Capital Gain -9.52% 8% B- 11% F
Dividend Return 21.92% 80% B- 80% B-
Total Return 12.40% 17% F 19% F
Average Annual (5 Year Horizon)  
Capital Gain -2.67% 8% B- 8% B-
Dividend Return 0.77% 17% F 17% F
Total Return 3.44% 88% B+ 88% B+
Risk Return Profile  
Volatility (Standard Deviation) 10.55% 41% F 47% F
Risk Adjusted Return 7.28% 16% F 16% F
Market Capitalization 0.11B 68% D+ 61% D-

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:
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.

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.

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.