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

ETF | Large Value |

Last Closing

USD 185.09

Change

+1.20 (+0.65)%

Market Cap

N/A

Volume

3.23M

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: 2025-05-08 )

Largest Industry Peers for Large Value

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

+0.14 (+0.55%)

USD 65.62B
DGRO iShares Core Dividend Growth E..

+0.23 (+0.38%)

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

+0.16 (+0.70%)

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

+0.13 (+0.50%)

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

+0.12 (+0.29%)

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

+0.89 (+0.50%)

USD 4.93B
FDVV Fidelity® High Dividend ETF

+0.36 (+0.74%)

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

+0.09 (+0.19%)

USD 3.30B
IWX iShares Russell Top 200 Value ..

+0.31 (+0.39%)

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

+0.44 (+0.75%)

USD 2.15B

ETFs Containing IWD

RWVG 97.17 % 0.00 %

N/A

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

-0.11 (-0.35%)

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 -0.02% 70% C- 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.02% 70% C- 58% F
Trailing 12 Months  
Capital Gain 4.79% 47% F 64% D
Dividend Return 1.53% 55% F 31% F
Total Return 6.32% 49% F 60% D-
Trailing 5 Years  
Capital Gain 68.89% 43% F 66% D+
Dividend Return 13.51% 27% F 35% F
Total Return 82.40% 30% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 10.26% 47% F 70% C-
Dividend Return 12.00% 32% F 69% C-
Total Return 1.74% 37% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 14.67% 53% F 65% D
Risk Adjusted Return 81.78% 47% F 88% 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.