ducovest

IVW:NYE-iShares S&P 500 Growth ETF (USD)

ETF | Large Growth |

Last Closing

USD 94.11

Change

0.00 (0.00)%

Market Cap

N/A

Volume

1.14M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-04-27 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E..

N/A

 USD 34.38B
VOOG Vanguard S&P 500 Growth Index ..

N/A

 USD 13.95B
IWY iShares Russell Top 200 Growth..

N/A

 USD 11.43B
SPGP Invesco S&P 500 GARP ETF

N/A

 USD 2.81B
JMOM JPMorgan U.S. Momentum Factor ..

N/A

 USD 1.25B
QGRO American Century U.S. Quality ..

N/A

 USD 1.16B
FQAL Fidelity® Quality Factor ETF

N/A

 USD 0.96B
SFY SoFi Select 500

N/A

 USD 0.43B
FDMO Fidelity® Momentum Factor ETF

N/A

 USD 0.40B
BIBL Northern Lights Fund Trust IV ..

N/A

 USD 0.28B

ETFs Containing IVW

DWAT Arrow DWA Tactical: Macro.. 12.34 % 1.40 %

N/A

 USD 2.29M

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -7.31% 36% F 33% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -7.31% 36% F 32% F
Trailing 12 Months  
Capital Gain 14.03% 75% C 83% B
Dividend Return 0.43% 77% C+ 6% D-
Total Return 14.46% 75% C 80% B-
Trailing 5 Years  
Capital Gain 105.60% 60% D- 79% B-
Dividend Return 5.49% 56% F 11% F
Total Return 111.10% 56% F 75% C
Average Annual (5 Year Horizon)  
Capital Gain 56.90% 100% F 95% A
Dividend Return 57.77% 100% F 95% A
Total Return 0.86% 80% B- 21% F
Risk Return Profile  
Volatility (Standard Deviation) 142.48% 4% F 6% D-
Risk Adjusted Return 40.54% 36% F 56% 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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

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.