IXG:NYE-iShares Global Financials ETF (USD)

ETF | Financial |

Last Closing

USD 102.1

Change

+1.32 (+1.31)%

Market Cap

N/A

Volume

7.30K

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: 2025-04-24 )

Largest Industry Peers for Financial

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

+0.53 (+1.11%)

USD 46.97B
VFH Vanguard Financials Index Fund..

+1.48 (+1.30%)

USD 10.92B
FNCL Fidelity® MSCI Financials Ind..

+0.86 (+1.29%)

USD 2.02B
FXO First Trust Financials AlphaDE..

+0.79 (+1.58%)

USD 1.87B
BIZD VanEck BDC Income ETF

+0.19 (+1.25%)

USD 1.39B
VPC Virtus Private Credit ETF

+0.10 (+0.50%)

USD 0.07B
BDCZ UBS AG London Branch ELKS 4

+0.20 (+1.18%)

USD 0.02B
IYF iShares U.S. Financials ETF

+1.87 (+1.74%)

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

+1.45 (+1.92%)

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

+3.48 (+2.58%)

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 6.29% 100% F 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.29% 100% F 85% B
Trailing 12 Months  
Capital Gain 21.21% 94% A 88% B+
Dividend Return 3.01% 82% B 53% F
Total Return 24.22% 100% F 88% B+
Trailing 5 Years  
Capital Gain 114.59% 47% F 79% B-
Dividend Return 20.88% 71% C- 53% F
Total Return 135.47% 65% D 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 13.97% 59% D- 76% C+
Dividend Return 16.21% 53% F 77% C+
Total Return 2.24% 71% C- 51% F
Risk Return Profile  
Volatility (Standard Deviation) 20.91% 71% C- 49% F
Risk Adjusted Return 77.49% 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