IVW:NYE-iShares S&P 500 Growth ETF (USD)

ETF | Large Growth |

Last Closing

USD 102.45

Change

+1.70 (+1.69)%

Market Cap

N/A

Volume

2.73M

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: 2025-05-13 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E..

+0.37 (+1.37%)

USD 34.38B
VOOG Vanguard S&P 500 Growth Index ..

+6.50 (+1.79%)

USD 13.95B
IWY iShares Russell Top 200 Growth..

+3.13 (+1.38%)

USD 11.43B
SPGP Invesco S&P 500 GARP ETF

+1.45 (+1.41%)

USD 2.81B
JMOM JPMorgan U.S. Momentum Factor ..

+0.50 (+0.82%)

USD 1.25B
QGRO American Century U.S. Quality ..

+1.46 (+1.41%)

USD 1.16B
FQAL Fidelity® Quality Factor ETF

+0.37 (+0.56%)

USD 0.96B
SFY SoFi Select 500

+1.35 (+1.24%)

USD 0.43B
FDMO Fidelity® Momentum Factor ETF

+0.98 (+1.40%)

USD 0.40B
BIBL Northern Lights Fund Trust IV ..

+0.36 (+0.91%)

USD 0.28B

ETFs Containing IVW

DWAT Arrow DWA Tactical: Macro.. 0.00 % 1.40 %

+0.10 (+0.84%)

USD 2.29M

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.91% 32% F 60% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.91% 32% F 57% F
Trailing 12 Months  
Capital Gain 20.16% 67% D+ 86% B+
Dividend Return 0.41% 77% C+ 6% D-
Total Return 20.57% 71% C- 85% B
Trailing 5 Years  
Capital Gain 117.35% 52% F 77% C+
Dividend Return 5.33% 52% F 10% F
Total Return 122.69% 60% D- 72% C
Average Annual (5 Year Horizon)  
Capital Gain 52.38% 100% F 95% A
Dividend Return 53.22% 100% F 95% A
Total Return 0.84% 76% C+ 20% F
Risk Return Profile  
Volatility (Standard Deviation) 136.04% 4% F 5% F
Risk Adjusted Return 39.12% 32% F 55% F
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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

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.