IBDW:NYE- (USD)

ETF | Others |

Last Closing

USD 20.66

Change

-0.04 (-0.19)%

Market Cap

USD 1.49B

Volume

0.29M
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-05-28 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE Southern Company (The) Series ..

+0.08 (+0.47%)

USD 65.72B
SGOV iShares® 0-3 Month Treasury B..

N/A

USD 46.95B
JEPI JPMorgan Equity Premium Income..

+0.10 (+0.18%)

USD 39.24B
DFAC Dimensional U.S. Core Equity 2..

+0.13 (+0.38%)

USD 32.40B
JPST JPMorgan Ultra-Short Income ET..

+0.01 (+0.02%)

USD 30.70B
DTB DTE Energy Company 2020 Series

-0.04 (-0.20%)

USD 26.58B
JAAA Janus Detroit Street Trust - J..

+0.01 (+0.02%)

USD 20.80B
GBTC Grayscale Bitcoin Trust (BTC)

-1.05 (-1.25%)

USD 19.42B
CGDV Capital Group Dividend Value E..

+0.14 (+0.38%)

USD 16.17B
AVUV Avantis® U.S. Small Cap Value..

+0.25 (+0.28%)

USD 14.82B

ETFs Containing IBDW

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.52% 69% C- 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.52% 67% D+ 62% D
Trailing 12 Months  
Capital Gain 3.04% 49% F 53% F
Dividend Return 2.55% 60% D- 48% F
Total Return 5.59% 50% F 50% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -3.30% 17% F 22% F
Dividend Return -1.01% 17% F 19% F
Total Return 2.29% 74% C 52% F
Risk Return Profile  
Volatility (Standard Deviation) 8.09% 58% F 82% B
Risk Adjusted Return -12.52% 18% F 17% F
Market Capitalization 1.49B 91% A- 63% D

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 market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.