IWD:NYE-iShares Russell 1000 Value ETF (USD)

ETF | Large Value |

Last Closing

USD 181.05

Change

+0.62 (+0.34)%

Market Cap

N/A

Volume

1.48M

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: 2025-04-28 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
SCHD Schwab U.S. Dividend Equity ET..

+0.12 (+0.47%)

USD 65.62B
DGRO iShares Core Dividend Growth E..

+0.17 (+0.29%)

USD 28.73B
FNDX Schwab Fundamental U.S. Large ..

+0.09 (+0.40%)

USD 16.14B
SCHV Schwab U.S. Large-Cap Value ET..

+0.10 (+0.39%)

USD 11.19B
SPYD SPDR® Portfolio S&P 500 High ..

+0.22 (+0.53%)

USD 6.49B
VOOV Vanguard S&P 500 Value Index F..

+0.46 (+0.26%)

USD 4.93B
FDVV Fidelity® High Dividend ETF

+0.14 (+0.29%)

USD 4.55B
SPHD Invesco S&P 500® High Dividen..

+0.24 (+0.51%)

USD 3.30B
IWX iShares Russell Top 200 Value ..

+0.23 (+0.29%)

USD 2.39B
LRGF iShares U.S. Equity Factor ETF

+0.08 (+0.14%)

USD 2.15B

ETFs Containing IWD

RWVG 97.17 % 0.00 %

N/A

N/A
PRAE Northern Lights Fund Trus.. 3.39 % 0.00 %

+0.17 (+0.55%)

USD 7.80M
QEH 0.00 % 1.68 %

N/A

N/A
RWGV 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -2.20% 65% D 54% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.20% 65% D 51% F
Trailing 12 Months  
Capital Gain 4.14% 36% F 62% D
Dividend Return 1.55% 50% F 30% F
Total Return 5.70% 38% F 55% F
Trailing 5 Years  
Capital Gain 60.49% 35% F 66% D+
Dividend Return 13.12% 24% F 35% F
Total Return 73.61% 25% F 62% D
Average Annual (5 Year Horizon)  
Capital Gain 10.46% 46% F 70% C-
Dividend Return 12.20% 33% F 69% C-
Total Return 1.74% 37% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 14.88% 52% F 65% D
Risk Adjusted Return 81.96% 46% F 87% 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:

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.