IYY:NYE-iShares Dow Jones U.S. ETF (USD)

ETF | Large Blend |

Last Closing

USD 134.17

Change

+1.02 (+0.77)%

Market Cap

N/A

Volume

0.02M

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 )

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SPTM SPDR® Portfolio S&P 1500 Comp..

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SPLV Invesco S&P 500® Low Volatili..

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JQUA JPMorgan U.S. Quality Factor E..

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DIVO Amplify CWP Enhanced Dividend ..

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SCHK Schwab 1000 ETF

+0.18 (+0.68%)

USD 3.74B

ETFs Containing IYY

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -6.23% 42% F 37% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -6.23% 42% F 35% F
Trailing 12 Months  
Capital Gain 8.04% 61% D- 72% C
Dividend Return 0.60% 15% F 9% A-
Total Return 8.64% 57% F 66% D+
Trailing 5 Years  
Capital Gain 93.29% 67% D+ 73% C
Dividend Return 8.85% 24% F 19% F
Total Return 102.13% 63% D 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 11.34% 47% F 72% C
Dividend Return 12.47% 42% F 69% C-
Total Return 1.13% 32% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 19.89% 29% F 52% F
Risk Adjusted Return 62.70% 32% F 76% 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.

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.