IUSG:ARCA-iShares Core Russell U.S. Growth (USD)

ETF | Large Growth | NYSE Arca

Last Closing

USD 61.86

Change

-0.09 (-0.15)%

Market Cap

USD 1.03B

Volume

0.45M

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: 0.04 %

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: 2019-06-17 )

Largest Industry Peers for Large Growth

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

+1.51 (+0.34%)

USD 254.43B
VONG Vanguard Russell 1000 Growth I.. 0.12 %

+0.30 (+0.35%)

USD 19.53B
ONEQ Fidelity® Nasdaq Composite In.. 0.21 %

+0.24 (+0.37%)

USD 6.10B
FV First Trust Dorsey Wright Focu.. 0.30 %

+0.55 (+0.97%)

USD 3.80B
QQEW First Trust NASDAQ-100 Equal W.. 0.60 %

+1.13 (+0.92%)

USD 2.19B
QQQE Direxion NASDAQ-100 Equal Weig.. 0.35 %

+0.79 (+0.89%)

USD 1.21B
FTC First Trust Large Cap Growth A.. 0.61 %

+1.12 (+0.91%)

USD 1.11B
LRGE ClearBridge Large Cap Growth E.. 0.59 %

+0.17 (+0.25%)

USD 0.22B
QQXT First Trust NASDAQ-100 Ex-Tech.. 0.60 %

+1.07 (+1.19%)

USD 0.15B
BKCH Global X Blockchain ETF 0.00 %

-0.05 (-0.10%)

USD 0.15B

ETFs Containing IUSG

FDGR 14.84 % 0.00 %

N/A

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 17.38% 23% F 69% C-
Dividend Return 0.88% 100% F 36% F
Total Return 18.26% 38% F 69% C-
Trailing 12 Months  
Capital Gain 4.83% 69% C- 76% C+
Dividend Return 1.70% 100% F 39% F
Total Return 6.53% 77% C+ 76% C+
Trailing 5 Years  
Capital Gain 68.30% 63% D 74% C
Dividend Return 9.20% 100% F 37% F
Total Return 77.50% 63% D 73% C
Average Annual (5 Year Horizon)  
Capital Gain 11.31% 69% C- 66% D+
Dividend Return 12.74% 77% C+ 66% D+
Total Return 1.43% 92% A 40% F
Risk Return Profile  
Volatility (Standard Deviation) 11.38% 31% F 84% B
Risk Adjusted Return 111.99% 69% C- 93% A
Market Capitalization 1.03B 93% 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 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.

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 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:
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.