IWB:ARCA-iShares Russell 1000

ETF | Others | NYSE Arca

Last Closing

USD 162.31

Change

+1.89 (+1.18)%

Market Cap

USD 15.82B

Volume

0.61M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the Russell 1000? Index, which measures the performance of large- and mid-capitalization sectors of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.

Inception Date: 15/05/2000

Primary Benchmark: Russell 1000 TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.15%

Management Expense Ratio: 0.15 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-08-19 )

Largest Industry Peers for Others

Symbol Name Mer Price(Change) Market Cap
SOJE SOJE 0.00 %

+0.70 (+3.66%)

USD 65.72B
JEPI JPMorgan Equity Premium Income.. 0.00 %

+0.44 (+0.79%)

USD 32.43B
DTB DTB 0.00 %

+1.19 (+6.19%)

USD 26.58B
DFAC Dimensional U.S. Core Equity 2.. 0.00 %

+0.36 (+1.19%)

USD 26.00B
GBTC Grayscale Bitcoin Trust (BTC) 0.00 %

-0.05 (-0.08%)

USD 23.75B
JPST JPMorgan Ultra-Short Income ET.. 0.00 %

+0.02 (+0.04%)

USD 22.73B
SGOV iShares® 0-3 Month Treasury B.. 0.00 %

+0.01 (+0.01%)

USD 19.79B
AVUV Avantis® U.S. Small Cap Value.. 0.00 %

+1.53 (+1.72%)

USD 10.49B
DFUV Dimensional US Marketwide Valu.. 0.00 %

+0.37 (+0.94%)

USD 10.15B
DFAT Dimensional U.S. Targeted Valu.. 0.00 %

+0.59 (+1.15%)

USD 9.40B

ETFs Containing IWB

ITDH Ishares Lifepath Target D.. 58.22 % 0.00 %

+0.33 (+1.17%)

USD 2.94M
ITDG Ishares Lifepath Target D.. 58.04 % 0.00 %

+0.33 (+1.17%)

USD 4.12M
ITDF Ishares Lifepath Target D.. 56.42 % 0.00 %

+0.32 (+1.17%)

USD 5.88M
ITDE Ishares Lifepath Target D.. 50.15 % 0.00 %

+0.29 (+1.17%)

USD 6.42M
ITDD Ishares Lifepath Target D.. 44.14 % 0.00 %

+0.28 (+1.17%)

USD 5.62M
ITDC Ishares Lifepath Target D.. 38.27 % 0.00 %

+0.23 (+1.17%)

USD 8.58M
ITDB Ishares Lifepath Target D.. 31.90 % 0.00 %

+0.19 (+1.17%)

USD 7.36M
ITDA Ishares Lifepath Target D.. 25.11 % 0.00 %

+0.16 (+1.17%)

USD 2.79M
IRTR Ishares Lifepath Retireme.. 23.98 % 0.00 %

+0.15 (+1.17%)

USD 3.32M
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 %

-0.41 (1.17%)

USD 0.07B

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.03% 81% B- 71% C-
Dividend Return 1.08% 50% F 31% F
Total Return 18.11% 81% B- 69% C-
Trailing 12 Months  
Capital Gain 2.22% 70% C- 66% D+
Dividend Return 1.92% 53% F 37% F
Total Return 4.14% 69% C- 63% D
Trailing 5 Years  
Capital Gain 44.65% 85% B 79% B-
Dividend Return 11.04% 59% D- 42% F
Total Return 55.69% 86% B+ 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 8.22% 85% B 76% C+
Dividend Return 10.19% 87% B+ 75% C
Total Return 1.97% 59% D- 42% F
Risk Return Profile  
Volatility (Standard Deviation) 8.76% 60% D- 77% C+
Risk Adjusted Return 116.37% 93% A 93% A
Market Capitalization 15.82B 98% N/A 99% 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.

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.

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:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.