IYF:NYE-iShares U.S. Financials ETF (USD)

ETF | Financial |

Last Closing

USD 103.07

Change

-2.36 (-2.24)%

Market Cap

N/A

Volume

0.37M

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 Financial

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

-1.00 (-2.14%)

USD 46.97B
VFH Vanguard Financials Index Fund..

-2.43 (-2.18%)

USD 10.92B
FNCL Fidelity® MSCI Financials Ind..

-1.44 (-2.22%)

USD 2.02B
FXO First Trust Financials AlphaDE..

-1.21 (-2.48%)

USD 1.87B
BIZD VanEck BDC Income ETF

-0.32 (-2.12%)

USD 1.39B
KBWD Invesco KBW High Dividend Yiel..

-0.37 (-2.85%)

USD 0.44B
VPC Virtus Private Credit ETF

-0.34 (-1.73%)

USD 0.07B
BDCZ UBS AG London Branch ELKS 4

-0.33 (-1.94%)

USD 0.02B
IXG iShares Global Financials ETF

-1.41 (-1.43%)

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

-1.58 (-2.15%)

N/A

ETFs Containing IYF

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 -6.79% 78% C+ 48% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -6.79% 78% C+ 46% F
Trailing 12 Months  
Capital Gain 11.22% 72% C 84% B
Dividend Return 0.72% 17% F 13% F
Total Return 11.94% 67% D+ 81% B-
Trailing 5 Years  
Capital Gain 104.87% 50% F 78% C+
Dividend Return 11.33% 6% D- 25% F
Total Return 116.20% 39% F 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 13.81% 53% F 76% C+
Dividend Return 15.26% 41% F 75% C
Total Return 1.44% 18% F 35% F
Risk Return Profile  
Volatility (Standard Deviation) 23.26% 65% D 44% F
Risk Adjusted Return 65.60% 35% F 78% C+
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.