IWD:NYE-iShares Russell 1000 Value ETF (USD)

ETF | Large Value |

Last Closing

USD 188.91

Change

-0.36 (-0.19)%

Market Cap

N/A

Volume

1.88M

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: 2025-06-05 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
SCHD Schwab U.S. Dividend Equity ET..

-0.06 (-0.23%)

USD 67.27B
DGRO iShares Core Dividend Growth E..

-0.14 (-0.22%)

USD 30.55B
FNDX Schwab Fundamental U.S. Large ..

-0.07 (-0.29%)

USD 17.56B
SCHV Schwab U.S. Large-Cap Value ET..

-0.04 (-0.15%)

USD 12.23B
SPYD SPDR® Portfolio S&P 500 High ..

-0.09 (-0.21%)

USD 6.70B
VOOV Vanguard S&P 500 Value Index F..

-0.38 (-0.21%)

USD 5.23B
FDVV Fidelity® High Dividend ETF

-0.14 (-0.28%)

USD 5.06B
SPHD Invesco S&P 500® High Dividen..

-0.13 (-0.28%)

USD 3.17B
IWX iShares Russell Top 200 Value ..

-0.11 (-0.13%)

USD 2.68B
LRGF iShares U.S. Equity Factor ETF

-0.20 (-0.32%)

USD 2.37B

ETFs Containing IWD

RWVG 97.17 % 0.00 %

N/A

N/A
PRAE Northern Lights Fund Trus.. 3.09 % 0.00 %

-0.08 (-0.25%)

USD 8.13M
QEH 0.00 % 1.68 %

N/A

N/A
RWGV 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.04% 73% C 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.04% 71% C- 62% D
Trailing 12 Months  
Capital Gain 7.45% 52% F 66% D+
Dividend Return 1.54% 58% F 32% F
Total Return 8.98% 54% F 64% D
Trailing 5 Years  
Capital Gain 53.87% 38% F 67% D+
Dividend Return 12.06% 24% F 34% F
Total Return 65.93% 28% F 64% D
Average Annual (5 Year Horizon)  
Capital Gain 9.49% 43% F 70% C-
Dividend Return 11.21% 32% F 69% C-
Total Return 1.72% 37% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 13.74% 57% F 66% D+
Risk Adjusted Return 81.58% 47% F 88% 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:

There is nothing we particularly like

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.