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Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2025-05-13
IWB:NYE-iShares Russell 1000 ETF (USD)
ETF | Large Blend |
Last Closing
USD 322.78Change
+2.22 (+0.69)%Market Cap
N/AVolume
0.96MAnalyst Target
N/A
N/A
Verdict
Values as of: 2025-05-13
ETF | Large Blend |
Last Closing
USD 322.78Change
+2.22 (+0.69)%Market Cap
N/AVolume
0.96MAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
VTI | Vanguard Total Stock Market In.. |
+1.95 (+0.68%) |
USD 423.10B |
SPLG | SPDR® Portfolio S&P 500 ETF |
+0.47 (+0.69%) |
USD 56.21B |
SCHX | Schwab U.S. Large-Cap ETF |
+0.16 (+0.69%) |
USD 48.13B |
DYNF | BlackRock US Equity Factor Rot.. |
+0.43 (+0.84%) |
USD 14.67B |
GSLC | Goldman Sachs ActiveBeta® U.S.. |
+0.78 (+0.68%) |
USD 11.80B |
SPTM | SPDR® Portfolio S&P 1500 Comp.. |
+0.49 (+0.69%) |
USD 9.06B |
SPLV | Invesco S&P 500® Low Volatili.. |
-0.67 (-0.92%) |
USD 7.56B |
JQUA | JPMorgan U.S. Quality Factor E.. |
+0.16 (+0.27%) |
USD 5.39B |
DIVO | Amplify CWP Enhanced Dividend .. |
-0.11 (-0.27%) |
USD 3.97B |
SCHK | Schwab 1000 ETF |
+0.21 (+0.75%) |
USD 3.74B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
ITDI | iShares Trust | 59.96 % | 0.00 % |
+0.20 (+0.63%) |
USD 9.28M |
ITDH | iShares Trust | 59.93 % | 0.00 % |
+0.17 (+0.63%) |
USD 9.90M |
ITDG | iShares Trust | 59.56 % | 0.00 % |
+0.17 (+0.63%) |
USD 0.02B |
ITDF | iShares Trust | 56.72 % | 0.00 % |
+0.22 (+0.63%) |
USD 0.02B |
ITDE | iShares Trust | 50.80 % | 0.00 % |
+0.15 (+0.63%) |
USD 0.03B |
ITDD | iShares Trust | 44.40 % | 0.00 % |
+0.16 (+0.63%) |
USD 0.03B |
ITDC | iShares Trust | 38.49 % | 0.00 % |
+0.13 (+0.63%) |
USD 0.03B |
ITDB | iShares Trust | 32.28 % | 0.00 % |
+0.11 (+0.63%) |
USD 0.02B |
ITDA | 26.37 % | 0.00 % |
N/A |
N/A | |
IRTR | iShares Trust | 25.29 % | 0.00 % |
+0.08 (+0.63%) |
USD 0.01B |
INAV | 22.20 % | 0.00 % |
N/A |
N/A | |
WLTG | ETF Opportunities Trust | 5.09 % | 0.00 % |
+0.29 (+0.63%) |
USD 0.04B |
RWLS | 0.00 % | 0.00 % |
N/A |
N/A | |
RWUI | 0.00 % | 0.00 % |
N/A |
N/A | |
TWM | ProShares UltraShort Russ.. | 0.00 % | 0.95 % |
-0.32 (0.63%) |
USD 0.05B |
Market Performance vs. Industry/Classification (Large Blend) | Market Performance vs. Exchange | ||||||
Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
YTD | |||||||
Capital Gain | 0.19% | 53% | F | 54% | F | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | 0.19% | 51% | F | 50% | F | ||
Trailing 12 Months | |||||||
Capital Gain | 12.23% | 80% | B- | 78% | C+ | ||
Dividend Return | 0.63% | 31% | F | 11% | F | ||
Total Return | 12.86% | 75% | C | 75% | C | ||
Trailing 5 Years | |||||||
Capital Gain | 105.02% | 75% | C | 73% | C | ||
Dividend Return | 9.17% | 36% | F | 20% | F | ||
Total Return | 114.19% | 70% | C- | 70% | C- | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 13.10% | 77% | C+ | 76% | C+ | ||
Dividend Return | 14.27% | 76% | C+ | 75% | C | ||
Total Return | 1.17% | 38% | F | 27% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 17.57% | 51% | F | 57% | F | ||
Risk Adjusted Return | 81.23% | 56% | F | 87% | B+ | ||
Market Capitalization | N/A | N/A | N/A | N/A | N/A |
Target Price Action | Rating Action | Analyst | Rating | Price | Date |
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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.
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.
The company has under performed its peers on annual average total returns in the past 5 years.