IAI:NYE-iShares U.S. Broker-Dealers & Securities Exchanges ETF (USD)

ETF | Financial |

Last Closing

USD 156.6

Change

+0.01 (+0.01)%

Market Cap

N/A

Volume

0.29M

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: 2025-05-19 )

Largest Industry Peers for Financial

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

+0.03 (+0.06%)

USD 51.09B
VFH Vanguard Financials Index Fund..

+0.01 (+0.01%)

USD 10.92B
FXO First Trust Financials AlphaDE..

-0.10 (-0.18%)

USD 2.10B
FNCL Fidelity® MSCI Financials Ind..

+0.02 (+0.03%)

USD 2.02B
BIZD VanEck BDC Income ETF

+0.08 (+0.50%)

USD 1.39B
VPC Virtus Private Credit ETF

+0.06 (+0.28%)

USD 0.06B
BDCZ UBS AG London Branch ELKS 4

+0.09 (+0.47%)

USD 0.02B
IYF iShares U.S. Financials ETF

-0.14 (-0.12%)

N/A
IYG iShares U.S. Financial Service..

-0.09 (-0.11%)

N/A
IAK iShares U.S. Insurance ETF

+0.43 (+0.31%)

N/A

ETFs Containing IAI

RXD ProShares UltraShort Heal.. 0.00 % 0.77 %

-0.23 (-0.60%)

N/A
RXD ProShares UltraShort Heal.. 0.00 % 0.95 %

-0.23 (-0.60%)

N/A
SIJ ProShares UltraShort Indu.. 0.00 % 0.95 %

-0.05 (-0.60%)

USD 2.70M
SZK ProShares UltraShort Cons.. 0.00 % 0.95 %

-0.07 (-0.60%)

USD 0.70M

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 8.67% 88% B+ 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.67% 88% B+ 80% B-
Trailing 12 Months  
Capital Gain 30.96% 100% F 92% A
Dividend Return 0.61% 6% D- 10% F
Total Return 31.56% 100% F 91% A-
Trailing 5 Years  
Capital Gain 169.77% 94% A 86% B+
Dividend Return 12.70% 24% F 33% F
Total Return 182.47% 94% A 85% B
Average Annual (5 Year Horizon)  
Capital Gain 19.12% 88% B+ 84% B
Dividend Return 20.61% 88% B+ 83% B
Total Return 1.49% 29% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 27.23% 35% F 35% F
Risk Adjusted Return 75.71% 82% B 85% 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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.

What to not like:
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.