IWV:ARCA-iShares Russell 3000

ETF | Large Blend | NYSE Arca

Last Closing

USD 162.08

Change

-0.58 (-0.36)%

Market Cap

USD 6.35B

Volume

0.12M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the Russell 3000? Index, which measures the performance of the broad 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, including shares of money market funds advised by the advisor or its affiliates, 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: 01/01/1970

Primary Benchmark: ---

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.2%

Management Expense Ratio: 0.00 %

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: 2018-05-22 )

Largest Industry Peers for Large Blend

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

+2.27 (+0.88%)

USD 1,473.66B
SPY SPDR S&P 500 ETF Trust 0.09 %

+4.36 (+0.84%)

USD 507.01B
IVV iShares Core S&P 500 ETF 0.04 %

+4.54 (+0.87%)

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

+4.16 (+0.87%)

USD 426.13B
VIG Vanguard Dividend Appreciation.. 0.06 %

+2.27 (+1.26%)

USD 77.37B
ITOT iShares Core S&P Total U.S. St.. 0.03 %

+1.12 (+0.98%)

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

+2.66 (+1.60%)

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

+0.52 (+0.84%)

USD 37.42B
IWB iShares Russell 1000 ETF 0.15 %

+2.76 (+0.97%)

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

+2.13 (+0.89%)

USD 33.73B

ETFs Containing IWV

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 2.47% 76% C+ 70% C-
Dividend Return 0.41% 60% D- 23% F
Total Return 2.88% 76% C+ 69% C-
Trailing 12 Months  
Capital Gain 14.30% 75% C 72% C
Dividend Return 1.81% 49% F 27% F
Total Return 16.11% 76% C+ 72% C
Trailing 5 Years  
Capital Gain 64.75% 67% D+ 79% B-
Dividend Return 11.46% 26% F 36% F
Total Return 76.21% 60% D- 79% B-
Average Annual (5 Year Horizon)  
Capital Gain 10.17% 68% D+ 75% C
Dividend Return 12.07% 69% C- 75% C
Total Return 1.91% 53% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 8.57% 59% D- 75% C
Risk Adjusted Return 140.83% 73% C 91% A-
Market Capitalization 6.35B 88% B+ 83% B

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.

What to not like:

There is nothing we particularly dislike