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

ETF | Financial |

Last Closing

USD 78.89

Change

-0.63 (-0.79)%

Market Cap

N/A

Volume

0.04M

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: 2025-05-05 )

Largest Industry Peers for Financial

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

-0.32 (-0.64%)

USD 46.97B
VFH Vanguard Financials Index Fund..

-0.55 (-0.46%)

USD 10.92B
FNCL Fidelity® MSCI Financials Ind..

-0.32 (-0.46%)

USD 2.02B
FXO First Trust Financials AlphaDE..

-0.14 (-0.27%)

USD 1.87B
BIZD VanEck BDC Income ETF

-0.27 (-1.76%)

USD 1.39B
VPC Virtus Private Credit ETF

-0.11 (-0.55%)

USD 0.07B
BDCZ UBS AG London Branch ELKS 4

-0.23 (-1.33%)

USD 0.02B
IXG iShares Global Financials ETF

-0.33 (-0.31%)

N/A
IYF iShares U.S. Financials ETF

-0.83 (-0.73%)

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

-0.61 (-0.42%)

N/A

ETFs Containing IYG

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

-0.06 (-0.35%)

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 1.39% 71% C- 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.39% 71% C- 69% C-
Trailing 12 Months  
Capital Gain 21.69% 88% B+ 88% B+
Dividend Return 1.09% 41% F 23% F
Total Return 22.77% 88% B+ 88% B+
Trailing 5 Years  
Capital Gain 116.43% 41% F 79% B-
Dividend Return 12.24% 12% F 29% F
Total Return 128.68% 41% F 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 11.91% 35% F 74% C
Dividend Return 13.44% 24% F 72% C
Total Return 1.53% 35% F 37% F
Risk Return Profile  
Volatility (Standard Deviation) 26.97% 41% F 36% F
Risk Adjusted Return 49.82% 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.