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Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2025-06-05
IWB:NYE-iShares Russell 1000 ETF (USD)
ETF | Large Blend |
Last Closing
USD 326.15Change
-1.42 (-0.43)%Market Cap
N/AVolume
0.57MAnalyst Target
N/A
N/A
Verdict
Values as of: 2025-06-05
ETF | Large Blend |
Last Closing
USD 326.15Change
-1.42 (-0.43)%Market Cap
N/AVolume
0.57MAnalyst Target
N/AN/A
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
VTI | Vanguard Total Stock Market In.. |
-1.62 (-0.55%) |
USD 473.09B |
SPLG | SPDR® Portfolio S&P 500 ETF |
-0.33 (-0.47%) |
USD 68.24B |
SCHX | Schwab U.S. Large-Cap ETF |
-0.11 (-0.47%) |
USD 53.78B |
DYNF | BlackRock US Equity Factor Rot.. |
-0.29 (-0.55%) |
USD 17.32B |
GSLC | Goldman Sachs ActiveBeta® U.S.. |
-0.37 (-0.32%) |
USD 12.98B |
SPTM | SPDR® Portfolio S&P 1500 Comp.. |
-0.34 (-0.47%) |
USD 10.11B |
SPLV | Invesco S&P 500® Low Volatili.. |
-0.26 (-0.36%) |
USD 7.93B |
JQUA | JPMorgan U.S. Quality Factor E.. |
-0.14 (-0.24%) |
USD 6.13B |
DIVO | Amplify CWP Enhanced Dividend .. |
-0.07 (-0.17%) |
USD 4.33B |
SCHK | Schwab 1000 ETF |
-0.14 (-0.49%) |
USD 4.15B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
ITDH | iShares Trust | 56.02 % | 0.00 % |
-0.11 (-0.30%) |
USD 0.01B |
ITDI | iShares Trust | 55.82 % | 0.00 % |
-0.10 (-0.30%) |
USD 0.01B |
ITDG | iShares Trust | 55.42 % | 0.00 % |
-0.10 (-0.30%) |
USD 0.02B |
ITDF | iShares Trust | 52.83 % | 0.00 % |
-0.11 (-0.30%) |
USD 0.03B |
ITDE | iShares Trust | 47.24 % | 0.00 % |
-0.10 (-0.30%) |
USD 0.03B |
ITDD | iShares Trust | 44.40 % | 0.00 % |
-0.08 (-0.30%) |
USD 0.03B |
ITDC | iShares Trust | 36.15 % | 0.00 % |
-0.10 (-0.30%) |
USD 0.03B |
ITDB | iShares Trust | 30.15 % | 0.00 % |
-0.08 (-0.30%) |
USD 0.02B |
ITDA | 26.37 % | 0.00 % |
N/A |
N/A | |
IRTR | iShares Trust | 23.88 % | 0.00 % |
-0.07 (-0.30%) |
USD 0.02B |
INAV | 22.20 % | 0.00 % |
N/A |
N/A | |
WLTG | ETF Opportunities Trust | 8.34 % | 0.00 % |
-0.07 (-0.30%) |
USD 0.05B |
RWLS | 0.00 % | 0.00 % |
N/A |
N/A | |
RWUI | 0.00 % | 0.00 % |
N/A |
N/A | |
TWM | ProShares UltraShort Russ.. | 0.00 % | 0.95 % |
-0.02 (-0.30%) |
USD 0.04B |
Market Performance vs. Industry/Classification (Large Blend) | Market Performance vs. Exchange | ||||||
Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
YTD | |||||||
Capital Gain | 1.24% | 54% | F | 61% | D- | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | 1.24% | 51% | F | 56% | F | ||
Trailing 12 Months | |||||||
Capital Gain | 11.47% | 75% | C | 76% | C+ | ||
Dividend Return | 0.62% | 30% | F | 10% | F | ||
Total Return | 12.09% | 70% | C- | 73% | C | ||
Trailing 5 Years | |||||||
Capital Gain | 83.94% | 70% | C- | 78% | C+ | ||
Dividend Return | 8.14% | 37% | F | 20% | F | ||
Total Return | 92.08% | 66% | D+ | 75% | C | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 12.64% | 77% | C+ | 77% | C+ | ||
Dividend Return | 13.79% | 76% | C+ | 76% | C+ | ||
Total Return | 1.15% | 38% | F | 26% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 17.17% | 51% | F | 56% | F | ||
Risk Adjusted Return | 80.32% | 55% | F | 87% | B+ | ||
Market Capitalization | N/A | N/A | N/A | N/A | N/A |
Target Price Action | Rating Action | Analyst | Rating | Price | Date |
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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.
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.
The company has under performed its peers on annual average total returns in the past 5 years.