IXG:NYE-iShares Global Financials ETF (USD)

ETF | Financial |

Last Closing

USD 107.43

Change

-0.32 (-0.30)%

Market Cap

N/A

Volume

0.02M

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: 2025-05-23 )

Largest Industry Peers for Financial

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

-0.18 (-0.36%)

USD 51.09B
VFH Vanguard Financials Index Fund..

-0.39 (-0.32%)

USD 10.92B
FXO First Trust Financials AlphaDE..

-0.15 (-0.28%)

USD 2.10B
FNCL Fidelity® MSCI Financials Ind..

-0.26 (-0.37%)

USD 2.02B
BIZD VanEck BDC Income ETF

+0.07 (+0.44%)

USD 1.39B
VPC Virtus Private Credit ETF

-0.03 (-0.15%)

USD 0.06B
BDCZ UBS AG London Branch ELKS 4

+0.05 (+0.30%)

USD 0.02B
IYF iShares U.S. Financials ETF

-0.19 (-0.17%)

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

-0.35 (-0.43%)

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

-0.57 (-0.37%)

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 11.84% 100% F 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.84% 100% F 86% B+
Trailing 12 Months  
Capital Gain 22.75% 94% A 88% B+
Dividend Return 2.90% 82% B 53% F
Total Return 25.65% 94% A 89% A-
Trailing 5 Years  
Capital Gain 123.20% 59% D- 82% B
Dividend Return 20.64% 76% C+ 54% F
Total Return 143.84% 76% C+ 81% 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