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

ETF | Large Growth |

Last Closing

USD 104.43

Change

-0.87 (-0.83)%

Market Cap

N/A

Volume

1.76M

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 Growth

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

-0.22 (-0.78%)

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

-2.94 (-0.77%)

USD 16.27B
IWY iShares Russell Top 200 Growth..

-1.86 (-0.79%)

USD 13.15B
SPGP Invesco S&P 500 GARP ETF

-0.29 (-0.28%)

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

+0.02 (+0.02%)

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

-0.14 (-0.23%)

USD 1.47B
FQAL Fidelity® Quality Factor ETF

-0.31 (-0.46%)

USD 1.02B
SFY SoFi Select 500

-0.58 (-0.51%)

USD 0.48B
FDMO Fidelity® Momentum Factor ETF

-0.38 (-0.52%)

USD 0.45B
GVIP Goldman Sachs Hedge Industry V..

+0.01 (+0.01%)

USD 0.32B

ETFs Containing IVW

N/A

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 2.86% 40% F 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.86% 40% F 65% D
Trailing 12 Months  
Capital Gain 17.32% 54% F 83% B
Dividend Return 0.40% 77% C+ 6% D-
Total Return 17.72% 58% F 82% B
Trailing 5 Years  
Capital Gain 101.71% 60% D- 83% B
Dividend Return 4.85% 52% F 11% F
Total Return 106.56% 56% F 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 46.07% 100% F 95% A
Dividend Return 46.89% 100% F 94% A
Total Return 0.81% 72% C 19% F
Risk Return Profile  
Volatility (Standard Deviation) 126.94% 4% F 6% D-
Risk Adjusted Return 36.94% 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.

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.