IUSG:ARCA-iShares Core Russell U.S. Growth

ETF | Large Growth | NYSE Arca

Last Closing

USD 54.54

Change

0.00 (0.00)%

Market Cap

USD 1.03B

Volume

4.27M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the Russell 3000 Growth Index (the "underlying index"). 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 measures the performance of equity securities of Russell 3000 Index issuers with relatively higher price-to-book ratios and higher forecasted growth.

Inception Date: 24/07/2000

Primary Benchmark: S&P 900 Growth TR

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.08%

Management Expense Ratio: 0.05 %

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: 2019-01-12 )

Largest Industry Peers for Large Growth

Symbol Name Mer Price(Change) Market Cap
QQQ Invesco QQQ Trust Series 1 0.20 %

-0.03 (-0.02%)

USD 63.08B
VONG Vanguard Russell 1000 Growth I.. 0.12 %

+0.16 (+0.11%)

USD 2.09B
ONEQ Fidelity Nasdaq Composite Inde.. 0.21 %

+1.27 (+0.46%)

USD 1.47B
FTC First Trust Large Cap Growth A.. 0.62 %

+0.03 (+0.05%)

USD 0.84B
QQEW First Trust NASDAQ-100 Equal W.. 0.60 %

-0.04 (-0.07%)

USD 0.51B
QQXT First Trust NASDAQ-100 Ex-Tech.. 0.60 %

+0.28 (+0.57%)

USD 0.08B
CACG ClearBridge All Cap Growth ETF 0.53 %

N/A

USD 0.06B
PSET Principal Price Setters Index .. 0.29 %

+0.09 (+0.28%)

USD 0.02B
MILN Global X Millennials Thematic .. 0.54 %

-0.08 (-0.38%)

USD 0.02B
SWIN ALPS/Dorsey Wright Sector Mome.. 0.40 %

N/A

USD 0.01B

ETFs Containing IUSG

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.49% 17% F 34% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.49% 17% F 34% F
Trailing 12 Months  
Capital Gain -3.02% 75% C 67% D+
Dividend Return 1.24% 100% A+ 28% F
Total Return -1.78% 75% C 66% D
Trailing 5 Years  
Capital Gain 54.90% 43% F 71% C-
Dividend Return 8.58% 86% B 37% F
Total Return 63.48% 43% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 12.20% 67% D+ 64% D
Dividend Return 13.65% 75% C 64% D
Total Return 1.45% 92% A- 40% F
Risk Return Profile  
Volatility (Standard Deviation) 11.16% 42% F 86% B
Risk Adjusted Return 122.28% 67% D+ 94% A
Market Capitalization 1.03B 92% A- 91% 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 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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (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.

What to not like:
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.