IVW:NYE-iShares S&P 500 Growth ETF (USD)

ETF | Large Growth |

Last Closing

USD 85.89

Change

-2.57 (-2.91)%

Market Cap

N/A

Volume

1.92M

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: 2025-04-21 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E..

-0.67 (-2.83%)

USD 34.38B
VOOG Vanguard S&P 500 Growth Index ..

-8.96 (-2.81%)

USD 13.95B
IWY iShares Russell Top 200 Growth..

-5.77 (-2.89%)

USD 11.43B
SPGP Invesco S&P 500 GARP ETF

-1.97 (-2.13%)

USD 2.81B
JMOM JPMorgan U.S. Momentum Factor ..

-1.48 (-2.74%)

USD 1.25B
QGRO American Century U.S. Quality ..

-2.35 (-2.61%)

USD 1.16B
FQAL Fidelity® Quality Factor ETF

-1.36 (-2.24%)

USD 0.96B
SFY SoFi Select 500

-2.53 (-2.63%)

USD 0.43B
FDMO Fidelity® Momentum Factor ETF

-1.73 (-2.79%)

USD 0.40B
BIBL Northern Lights Fund Trust IV ..

-0.86 (-2.39%)

USD 0.28B

ETFs Containing IVW

DWAT Arrow DWA Tactical: Macro.. 0.00 % 1.40 %

-0.08 (-0.70%)

USD 2.32M

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -15.40% 28% F 25% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -15.40% 28% F 24% F
Trailing 12 Months  
Capital Gain 7.20% 71% C- 79% B-
Dividend Return 0.44% 77% C+ 6% D-
Total Return 7.64% 75% C 73% C
Trailing 5 Years  
Capital Gain 89.85% 56% F 75% C
Dividend Return 5.56% 52% F 10% F
Total Return 95.41% 48% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 59.29% 100% F 96% N/A
Dividend Return 60.16% 100% F 95% A
Total Return 0.88% 80% B- 21% F
Risk Return Profile  
Volatility (Standard Deviation) 145.85% 4% F 5% F
Risk Adjusted Return 41.25% 36% F 57% F
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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

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.