IYY:ARCA-iShares Dow Jones U.S. (USD)

ETF | Large Blend | NYSE Arca

Last Closing

USD 160.59

Change

-2.48 (-1.52)%

Market Cap

USD 0.96B

Volume

0.04M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the Dow Jones U.S. Index composed of U.S. equities. 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. The underlying index aims to consistently represent the top 95% of U.S. companies based on a float-adjusted market capitalization, excluding the very smallest and least liquid stocks.

Inception Date: 12/06/2000

Primary Benchmark: DJ US TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.2%

Management Expense Ratio: 0.20 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-01-27 )

Largest Industry Peers for Large Blend

Symbol Name Mer Price(Change) Market Cap
VTI Vanguard Total Stock Market In.. 0.03 %

-1.94 (-0.78%)

USD 1,599.41B
SPY SPDR S&P 500 ETF Trust 0.09 %

-4.36 (-0.87%)

USD 528.58B
IVV iShares Core S&P 500 ETF 0.04 %

-4.35 (-0.87%)

USD 449.07B
VOO Vanguard S&P 500 ETF 0.03 %

-3.84 (-0.84%)

USD 426.13B
VIG Vanguard Dividend Appreciation.. 0.06 %

+0.51 (+0.29%)

USD 77.60B
ITOT iShares Core S&P Total U.S. St.. 0.03 %

-0.86 (-0.78%)

USD 53.20B
RSP Invesco S&P 500® Equal Weight.. 0.20 %

+0.60 (+0.38%)

USD 52.39B
SCHX Schwab U.S. Large-Cap ETF 0.03 %

-0.46 (-0.78%)

USD 40.18B
IWB iShares Russell 1000 ETF 0.15 %

-2.27 (-0.83%)

USD 34.47B
VV Vanguard Large-Cap Index Fund .. 0.04 %

-2.08 (-0.91%)

USD 33.73B

ETFs Containing IYY

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.60% 54% F 60% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.60% 54% F 59% D-
Trailing 12 Months  
Capital Gain 20.91% 43% F 77% C+
Dividend Return 1.46% 32% F 28% F
Total Return 22.36% 39% F 76% C+
Trailing 5 Years  
Capital Gain 56.89% 55% F 80% B-
Dividend Return 10.34% 47% F 38% F
Total Return 67.23% 53% F 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 9.56% 44% F 76% C+
Dividend Return 11.46% 54% F 74% C
Total Return 1.90% 61% D- 43% F
Risk Return Profile  
Volatility (Standard Deviation) 9.01% 35% F 77% C+
Risk Adjusted Return 127.15% 48% F 93% A
Market Capitalization 0.96B 61% D- 58% F

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.

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.

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.