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

ETF | Financial |

Last Closing

USD 107.78

Change

+1.34 (+1.26)%

Market Cap

N/A

Volume

0.86M

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: 2025-04-23 )

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
IXG iShares Global Financials ETF

+1.15 (+1.15%)

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 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 -2.53% 76% C+ 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.53% 76% C+ 56% F
Trailing 12 Months  
Capital Gain 15.94% 76% C+ 86% B+
Dividend Return 0.72% 18% F 13% F
Total Return 16.66% 76% C+ 84% B
Trailing 5 Years  
Capital Gain 112.65% 53% F 79% B-
Dividend Return 11.25% 6% D- 25% F
Total Return 123.90% 41% 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.