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

ETF | Large Value |

Last Closing

USD 184.9

Change

+2.79 (+1.53)%

Market Cap

N/A

Volume

1.71M

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: 2025-05-02 )

Largest Industry Peers for Large Value

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

+0.35 (+1.36%)

USD 65.62B
DGRO iShares Core Dividend Growth E..

+0.80 (+1.33%)

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

+0.31 (+1.36%)

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

+0.39 (+1.51%)

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

+0.55 (+1.31%)

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

+1.76 (+0.99%)

USD 4.93B
FDVV Fidelity® High Dividend ETF

+0.51 (+1.06%)

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

+0.44 (+0.93%)

USD 3.30B
IWX iShares Russell Top 200 Value ..

+1.16 (+1.46%)

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

+0.92 (+1.59%)

USD 2.15B

ETFs Containing IWD

RWVG 97.17 % 0.00 %

N/A

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

+0.06 (+0.19%)

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 -0.12% 65% D 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.12% 65% D 58% F
Trailing 12 Months  
Capital Gain 6.80% 48% F 66% D+
Dividend Return 1.56% 50% F 31% F
Total Return 8.37% 48% F 62% D
Trailing 5 Years  
Capital Gain 72.79% 38% F 65% D
Dividend Return 13.84% 26% F 35% F
Total Return 86.62% 28% F 63% 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.