IYG:NYE-iShares U.S. Financial Services ETF (USD)

ETF | Financial |

Last Closing

USD 77.7

Change

+0.07 (+0.09)%

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: 2025-04-30 )

Largest Industry Peers for Financial

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

+0.09 (+0.18%)

USD 46.97B
VFH Vanguard Financials Index Fund..

-0.04 (-0.03%)

USD 10.92B
FNCL Fidelity® MSCI Financials Ind..

+0.01 (+0.01%)

USD 2.02B
FXO First Trust Financials AlphaDE..

-0.18 (-0.35%)

USD 1.87B
BIZD VanEck BDC Income ETF

-0.22 (-1.42%)

USD 1.39B
VPC Virtus Private Credit ETF

-0.23 (-1.13%)

USD 0.07B
BDCZ UBS AG London Branch ELKS 4

-0.15 (-0.85%)

USD 0.02B
IXG iShares Global Financials ETF

-0.44 (-0.43%)

N/A
IYF iShares U.S. Financials ETF

-0.03 (-0.03%)

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

+0.45 (+0.32%)

N/A

ETFs Containing IYG

AESR Anfield U.S. Equity Secto.. 7.54 % 0.00 %

N/A

USD 0.13B

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 -0.14% 71% C- 64% D
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.14% 71% C- 61% D-
Trailing 12 Months  
Capital Gain 22.29% 88% B+ 88% B+
Dividend Return 1.11% 41% F 22% F
Total Return 23.39% 88% B+ 87% B+
Trailing 5 Years  
Capital Gain 108.96% 41% F 79% B-
Dividend Return 12.00% 12% F 28% F
Total Return 120.97% 35% F 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 12.10% 35% F 74% C
Dividend Return 13.64% 24% F 72% C
Total Return 1.54% 35% F 37% F
Risk Return Profile  
Volatility (Standard Deviation) 27.20% 41% F 36% F
Risk Adjusted Return 50.15% 24% F 65% D
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.