IAT:NYE-iShares U.S. Regional Banks ETF (USD)

ETF | Financial |

Last Closing

USD 43.07

Change

+0.83 (+1.96)%

Market Cap

N/A

Volume

0.37M

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: 2025-04-23 )

Largest Industry Peers for Financial

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

+0.56 (+1.19%)

USD 46.97B
VFH Vanguard Financials Index Fund..

+1.39 (+1.23%)

USD 10.92B
FNCL Fidelity® MSCI Financials Ind..

+0.82 (+1.25%)

USD 2.02B
FXO First Trust Financials AlphaDE..

+0.64 (+1.30%)

USD 1.87B
BIZD VanEck BDC Income ETF

+0.24 (+1.60%)

USD 1.39B
VPC Virtus Private Credit ETF

+0.25 (+1.27%)

USD 0.07B
BDCZ UBS AG London Branch ELKS 4

+0.27 (+1.58%)

USD 0.02B
IYF iShares U.S. Financials ETF

+1.34 (+1.26%)

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

+1.12 (+1.51%)

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

+1.36 (+1.02%)

N/A

ETFs Containing IAT

LDRS 0.00 % 0.60 %

N/A

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 -14.48% 6% D- 20% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -14.48% 6% D- 20% F
Trailing 12 Months  
Capital Gain 2.04% 24% F 58% F
Dividend Return 1.86% 71% C- 36% F
Total Return 3.89% 24% F 50% F
Trailing 5 Years  
Capital Gain 39.43% 12% F 52% F
Dividend Return 20.26% 65% D 52% F
Total Return 59.69% 6% D- 50% F
Average Annual (5 Year Horizon)  
Capital Gain 9.86% 24% F 67% D+
Dividend Return 12.41% 6% D- 69% C-
Total Return 2.54% 82% B 57% F
Risk Return Profile  
Volatility (Standard Deviation) 37.44% 6% D- 24% F
Risk Adjusted Return 33.14% 6% D- 49% 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:
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.