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

ETF | Financial |

Last Closing

USD 109.19

Change

-0.46 (-0.42)%

Market Cap

N/A

Volume

0.15M

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: 2025-04-25 )

Largest Industry Peers for Financial

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

-0.23 (-0.48%)

USD 46.97B
VFH Vanguard Financials Index Fund..

-0.51 (-0.44%)

USD 10.92B
FNCL Fidelity® MSCI Financials Ind..

-0.27 (-0.40%)

USD 2.02B
FXO First Trust Financials AlphaDE..

-0.33 (-0.65%)

USD 1.87B
BIZD VanEck BDC Income ETF

+0.07 (+0.45%)

USD 1.39B
VPC Virtus Private Credit ETF

+0.14 (+0.72%)

USD 0.07B
BDCZ UBS AG London Branch ELKS 4

+0.07 (+0.41%)

USD 0.02B
IXG iShares Global Financials ETF

+0.09 (+0.09%)

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

-0.13 (-0.17%)

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

+0.57 (+0.41%)

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 -1.26% 76% C+ 60% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.26% 76% C+ 57% F
Trailing 12 Months  
Capital Gain 18.47% 82% B 86% B+
Dividend Return 0.72% 18% F 13% F
Total Return 19.19% 82% B 85% B
Trailing 5 Years  
Capital Gain 115.43% 53% F 79% B-
Dividend Return 11.25% 6% D- 25% F
Total Return 126.68% 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.