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

ETF | Large Growth |

Last Closing

USD 103.92

Change

0.00 (0.00)%

Market Cap

N/A

Volume

1.05M

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: 2025-05-18 )

Largest Industry Peers for Large Growth

ETFs Containing IVW

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

N/A

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 2.35% 36% F 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.35% 36% F 63% D
Trailing 12 Months  
Capital Gain 20.43% 71% C- 86% B+
Dividend Return 0.41% 77% C+ 6% D-
Total Return 20.84% 75% C 85% B
Trailing 5 Years  
Capital Gain 115.00% 60% D- 78% C+
Dividend Return 5.20% 52% F 10% F
Total Return 120.20% 60% D- 74% C
Average Annual (5 Year Horizon)  
Capital Gain 50.24% 100% F 95% A
Dividend Return 51.07% 100% F 95% A
Total Return 0.83% 76% C+ 20% F
Risk Return Profile  
Volatility (Standard Deviation) 132.98% 4% F 6% D-
Risk Adjusted Return 38.40% 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.