IAT:NYE-iShares U.S. Regional Banks ETF (USD)

ETF | Financial |

Last Closing

USD 46.43

Change

+0.18 (+0.39)%

Market Cap

N/A

Volume

0.21M

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: 2025-05-22 )

Largest Industry Peers for Financial

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

-0.06 (-0.12%)

USD 51.09B
VFH Vanguard Financials Index Fund..

-0.01 (-0.01%)

USD 10.92B
FXO First Trust Financials AlphaDE..

-0.02 (-0.04%)

USD 2.10B
FNCL Fidelity® MSCI Financials Ind..

-0.03 (-0.04%)

USD 2.02B
BIZD VanEck BDC Income ETF

N/A

USD 1.39B
VPC Virtus Private Credit ETF

-0.03 (-0.15%)

USD 0.06B
BDCZ UBS AG London Branch ELKS 4

-0.05 (-0.27%)

USD 0.02B
IYF iShares U.S. Financials ETF

-0.12 (-0.10%)

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

+0.06 (+0.07%)

N/A
IAI iShares U.S. Broker-Dealers & ..

+0.96 (+0.63%)

N/A

ETFs Containing IAT

LDRS 0.00 % 0.60 %

N/A

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 -7.80% 12% F 25% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -7.80% 12% F 23% F
Trailing 12 Months  
Capital Gain 11.91% 24% F 78% C+
Dividend Return 1.89% 71% C- 38% F
Total Return 13.80% 24% F 76% C+
Trailing 5 Years  
Capital Gain 49.34% 24% F 57% F
Dividend Return 20.13% 71% C- 53% F
Total Return 69.47% 6% D- 56% F
Average Annual (5 Year Horizon)  
Capital Gain 8.18% 24% F 65% D
Dividend Return 10.68% 6% D- 66% D+
Total Return 2.50% 82% B 56% F
Risk Return Profile  
Volatility (Standard Deviation) 35.45% 6% D- 25% F
Risk Adjusted Return 30.14% 6% D- 48% 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:
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.

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.

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.