IWF:ARCA-iShares Russell 1000 Growth

ETF | Large Growth | NYSE Arca

Last Closing

USD 135.91

Change

0.00 (0.00)%

Market Cap

USD 31.12B

Volume

4.17M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the Russell 1000? Growth Index, which measures the performance of large- and mid-capitalization growth 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: 22/05/2000

Primary Benchmark: Russell 1000 Growth 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 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
VUG Vanguard Growth 0.04 %

N/A

USD 36.95B
IVW iShares S&P 500 Growth 0.18 %

N/A

USD 22.42B
SCHG Schwab U.S. Large-Cap Growth 0.04 %

N/A

USD 7.04B
SPYG SPDR Series Trust Portfolio S&.. 0.06 %

N/A

USD 4.19B
MGK Vanguard Mega Cap Growth 0.07 %

N/A

USD 4.11B
MTUM iShares Edge MSCI USA Momentum.. 0.15 %

N/A

USD 3.60B
VOOG Vanguard S&P 500 Growth 0.15 %

N/A

USD 2.42B
RPG Invesco S&P 500 Pure Growth 0.35 %

N/A

USD 2.24B
FLGE Credit Suisse FI Large Cap Gro.. 0.00 %

N/A

USD 1.92B
FBGX UBS AG FI Enhanced Large Cap G.. 0.00 %

N/A

USD 1.43B

ETFs Containing IWF

QLS IQ Hedge Long Short Track.. 5.32 % 0.76 %

N/A

USD 6.30M

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 3.82% 22% F 40% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.82% 22% F 40% F
Trailing 12 Months  
Capital Gain -3.75% 68% D+ 70% C-
Dividend Return 1.18% 68% D+ 20% F
Total Return -2.58% 71% C- 63% D
Trailing 5 Years  
Capital Gain 58.51% 74% C 87% B+
Dividend Return 8.48% 68% D+ 28% F
Total Return 66.99% 68% D+ 85% B
Average Annual (5 Year Horizon)  
Capital Gain 12.70% 77% C+ 84% B
Dividend Return 14.13% 81% B- 83% B
Total Return 1.42% 72% C- 29% F
Risk Return Profile  
Volatility (Standard Deviation) 9.76% 65% D 68% D+
Risk Adjusted Return 144.69% 90% A- 96% A
Market Capitalization 31.12B 100% A+ 96% 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:

There is nothing we particularly dislike