IWY:ARCA-iShares Russell Top 200 Growth

ETF | Large Growth | NYSE Arca

Last Closing

USD 74.23

Change

0.00 (0.00)%

Market Cap

USD 0.64B

Volume

0.06M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the Russell Top 200 Growth Index, which measures the performance of the largest capitalization growth sector of the U.S. equity market. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% 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: 22/09/2009

Primary Benchmark: Russell Top 200 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
IWF iShares Russell 1000 Growth 0.19 %

N/A

USD 43.93B
VUG Vanguard Growth 0.04 %

N/A

USD 39.68B
IVW iShares S&P 500 Growth 0.18 %

N/A

USD 23.13B
SCHG Schwab U.S. Large-Cap Growth 0.04 %

N/A

USD 7.63B
SPYG SPDR Series Trust Portfolio S&.. 0.06 %

N/A

USD 5.17B
MGK Vanguard Mega Cap Growth 0.07 %

N/A

USD 4.28B
MTUM iShares Edge MSCI USA Momentum.. 0.15 %

N/A

USD 3.60B
RPG Invesco S&P 500 Pure Growth 0.35 %

N/A

USD 2.75B
VOOG Vanguard S&P 500 Growth 0.15 %

N/A

USD 2.68B
FLGE Credit Suisse FI Large Cap Gro.. 0.00 %

N/A

USD 2.01B

ETFs Containing IWY

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 3.46% 13% F 36% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.46% 13% F 35% F
Trailing 12 Months  
Capital Gain -3.22% 74% C 72% C-
Dividend Return 1.23% 79% C+ 21% F
Total Return -1.99% 74% C 64% D
Trailing 5 Years  
Capital Gain 65.37% 84% B 88% B+
Dividend Return 9.56% 84% B 32% F
Total Return 74.93% 95% A 88% B+
Average Annual (5 Year Horizon)  
Capital Gain 13.68% 90% A- 86% B
Dividend Return 15.25% 94% A 85% B
Total Return 1.57% 90% A- 32% F
Risk Return Profile  
Volatility (Standard Deviation) 9.51% 77% C+ 69% D+
Risk Adjusted Return 160.39% 100% A+ 97% A+
Market Capitalization 0.64B 67% D+ 58% F

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:
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.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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:

There is nothing we particularly dislike