IXG:NYE-iShares Global Financials ETF (USD)

ETF | Financial |

Last Closing

USD 98.81

Change

+0.45 (+0.46)%

Market Cap

N/A

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-04-15 )

Largest Industry Peers for Financial

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

+0.12 (+0.25%)

USD 46.97B
VFH Vanguard Financials Index Fund..

+0.36 (+0.32%)

USD 11.40B
FNCL Fidelity® MSCI Financials Ind..

+0.21 (+0.32%)

USD 2.10B
FXO First Trust Financials AlphaDE..

+0.17 (+0.35%)

USD 1.87B
BIZD VanEck BDC Income ETF

+0.18 (+1.22%)

USD 1.46B
VPC Virtus Private Credit ETF

+0.24 (+1.24%)

USD 0.07B
BDCZ UBS AG London Branch ELKS 4

+0.23 (+1.40%)

USD 0.02B
IYF iShares U.S. Financials ETF

+0.20 (+0.19%)

N/A
IYG iShares U.S. Financial Service..

+0.32 (+0.43%)

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

+0.50 (+0.38%)

N/A

ETFs Containing IXG

N/A

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 2.86% 94% A 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.86% 94% A 83% B
Trailing 12 Months  
Capital Gain 21.02% 94% A 88% B+
Dividend Return 3.10% 82% B 53% F
Total Return 24.13% 100% F 88% B+
Trailing 5 Years  
Capital Gain 110.64% 41% F 79% B-
Dividend Return 21.18% 59% D- 53% F
Total Return 131.82% 53% F 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 14.15% 59% D- 76% C+
Dividend Return 16.39% 53% F 76% C+
Total Return 2.24% 71% C- 51% F
Risk Return Profile  
Volatility (Standard Deviation) 21.13% 71% C- 49% F
Risk Adjusted Return 77.57% 88% B+ 85% B
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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:

There is nothing we particularly dislike