IWB:ARCA-iShares Russell 1000

ETF | Large Blend | NYSE Arca

Last Closing

USD 143.87

Change

0.00 (0.00)%

Market Cap

USD 15.82B

Volume

1.59M

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: 2019-01-12 )

Largest Industry Peers for Large Blend

Symbol Name Mer Price(Change) Market Cap
SPY SPDR S&P 500 0.09 %

+3.50 (+1.33%)

USD 251.03B
IVV iShares Core S&P 500 0.04 %

+3.54 (+1.34%)

USD 159.78B
VTI Vanguard Total Stock Market 0.04 %

+1.75 (+1.30%)

USD 94.74B
VOO Vanguard S&P 500 0.04 %

+3.25 (+1.34%)

USD 89.09B
VIG Vanguard Div Appreciation 0.08 %

+1.63 (+1.61%)

USD 29.70B
ITOT iShares Core S&P Total U.S. St.. 0.03 %

+0.79 (+1.32%)

USD 16.75B
SCHX Schwab U.S. Large-Cap 0.03 %

+0.81 (+1.29%)

USD 14.45B
RSP Invesco S&P 500 Equal Weight 0.20 %

+1.48 (+1.52%)

USD 14.23B
USMV iShares Edge MSCI Min Vol USA 0.15 %

N/A

USD 13.46B
SCHB Schwab U.S. Broad Market 0.03 %

+0.81 (+1.28%)

USD 13.04B

ETFs Containing IWB

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 3.73% 40% F 39% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.73% 39% F 38% F
Trailing 12 Months  
Capital Gain -6.98% 56% F 60% D-
Dividend Return 1.85% 69% D+ 35% F
Total Return -5.13% 56% F 55% F
Trailing 5 Years  
Capital Gain 39.69% 57% F 81% B-
Dividend Return 11.47% 39% F 40% F
Total Return 51.16% 60% D- 79% C+
Average Annual (5 Year Horizon)  
Capital Gain 9.20% 75% C 77% C+
Dividend Return 11.16% 76% C 77% C+
Total Return 1.96% 64% D 39% F
Risk Return Profile  
Volatility (Standard Deviation) 8.49% 49% F 74% C
Risk Adjusted Return 131.42% 83% B 94% A
Market Capitalization 15.82B 95% 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 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.

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.