IXG:NYE-iShares Global Financials ETF (USD)

ETF | Financial |

Last Closing

USD 109.18

Change

+0.39 (+0.36)%

Market Cap

N/A

Volume

8.30K

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
IAI iShares U.S. Broker-Dealers & ..

+0.01 (+0.01%)

N/A

ETFs Containing IXG

N/A

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 13.66% 100% F 88% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 13.66% 100% F 87% B+
Trailing 12 Months  
Capital Gain 23.74% 88% B+ 89% A-
Dividend Return 2.87% 82% B 53% F
Total Return 26.62% 94% A 89% A-
Trailing 5 Years  
Capital Gain 123.23% 47% F 81% B-
Dividend Return 20.31% 76% C+ 53% F
Total Return 143.54% 53% F 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 13.19% 59% D- 77% C+
Dividend Return 15.43% 53% F 77% C+
Total Return 2.24% 71% C- 51% F
Risk Return Profile  
Volatility (Standard Deviation) 19.81% 71% C- 50% F
Risk Adjusted Return 77.89% 88% 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.

What to not like:

There is nothing we particularly dislike