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

ETF | Large Value |

Last Closing

USD 191.3

Change

+0.21 (+0.11)%

Market Cap

N/A

Volume

2.54M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-05-19 )

Largest Industry Peers for Large Value

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

-0.02 (-0.08%)

USD 65.62B
DGRO iShares Core Dividend Growth E..

+0.15 (+0.24%)

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

N/A

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

+0.02 (+0.07%)

USD 12.23B
SPYD SPDR® Portfolio S&P 500 High ..

-0.04 (-0.09%)

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

+0.31 (+0.17%)

USD 4.93B
FDVV Fidelity® High Dividend ETF

N/A

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

-0.02 (-0.04%)

USD 3.30B
IWX iShares Russell Top 200 Value ..

+0.21 (+0.25%)

USD 2.68B
LRGF iShares U.S. Equity Factor ETF

+0.07 (+0.11%)

USD 2.15B

ETFs Containing IWD

RWVG 97.17 % 0.00 %

N/A

N/A
PRAE Northern Lights Fund Trus.. 3.09 % 0.00 %

+0.17 (+0.55%)

USD 8.13M
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 3.33% 73% C 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.33% 73% C 67% D+
Trailing 12 Months  
Capital Gain 7.21% 42% F 67% D+
Dividend Return 1.51% 56% F 31% F
Total Return 8.73% 48% F 63% D
Trailing 5 Years  
Capital Gain 74.02% 40% F 66% D+
Dividend Return 13.47% 26% F 35% F
Total Return 87.49% 28% F 64% D
Average Annual (5 Year Horizon)  
Capital Gain 9.84% 45% F 70% C-
Dividend Return 11.57% 32% F 69% C-
Total Return 1.73% 37% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 14.13% 55% F 67% D+
Risk Adjusted Return 81.84% 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.