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

ETF | Large Growth |

Last Closing

USD 102.19

Change

+0.25 (+0.25)%

Market Cap

N/A

Volume

1.94M

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: 2025-05-22 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E..

+0.07 (+0.26%)

USD 40.86B
VOOG Vanguard S&P 500 Growth Index ..

+0.67 (+0.18%)

USD 13.95B
IWY iShares Russell Top 200 Growth..

+0.70 (+0.31%)

USD 13.15B
SPGP Invesco S&P 500 GARP ETF

-0.12 (-0.12%)

USD 2.99B
QGRO American Century U.S. Quality ..

-0.08 (-0.08%)

USD 1.55B
JMOM JPMorgan U.S. Momentum Factor ..

-0.16 (-0.27%)

USD 1.47B
FQAL Fidelity® Quality Factor ETF

-0.25 (-0.38%)

USD 0.96B
SFY SoFi Select 500

+0.15 (+0.14%)

USD 0.48B
FDMO Fidelity® Momentum Factor ETF

+0.13 (+0.18%)

USD 0.40B
BIBL Northern Lights Fund Trust IV ..

-0.04 (-0.10%)

USD 0.32B

ETFs Containing IVW

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

-0.03 (-0.24%)

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 0.65% 36% F 63% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.65% 36% F 60% D-
Trailing 12 Months  
Capital Gain 17.77% 63% D 84% B
Dividend Return 0.41% 73% C 6% D-
Total Return 18.18% 71% C- 82% B
Trailing 5 Years  
Capital Gain 108.46% 56% F 79% B-
Dividend Return 5.13% 52% F 10% F
Total Return 113.58% 60% D- 75% 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.