IYW:ARCA-iShares U.S. Technology

ETF | Technology | NYSE Arca

Last Closing

USD 184.18

Change

-0.77 (-0.42)%

Market Cap

USD 3.05B

Volume

0.36M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the Dow Jones U.S. Technology 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 the technology sector of the U.S. equity market and may include large-, mid- or small-capitalization companies, and components primarily include technology companies. The fund is non-diversified.

Inception Date: 15/05/2000

Primary Benchmark: DJ US Technology Capped TR USD

Primary Index: MSCI ACWI NR USD

Gross Expense Ratio: 0.44%

Management Expense Ratio: 0.42 %

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: 2018-10-17 )

Largest Industry Peers for Technology

Symbol Name Mer Price(Change) Market Cap
VGT Vanguard Information Technolog.. 0.10 %

+1.24 (+0.24%)

USD 64.63B
XLK Technology Select Sector SPDR.. 0.13 %

+1.06 (+0.51%)

USD 60.83B
FTEC Fidelity® MSCI Information Te.. 0.08 %

+0.52 (+0.33%)

USD 9.20B
ARKK ARK Innovation ETF 0.75 %

+0.08 (+0.16%)

USD 7.45B
FDN First Trust Dow Jones Internet.. 0.52 %

-0.49 (-0.24%)

USD 6.28B
IXN iShares Global Tech ETF 0.46 %

+0.16 (+0.21%)

USD 4.52B
IGM iShares Expanded Tech Sector E.. 0.46 %

+0.07 (+0.08%)

USD 4.46B
RYT Invesco S&P 500® Equal Weight.. 0.40 %

N/A

USD 4.09B
FXL First Trust Technology AlphaDE.. 0.63 %

+0.22 (+0.16%)

USD 2.31B
HACK ETFMG Prime Cyber Security ETF 0.60 %

-0.10 (-0.16%)

USD 1.73B

ETFs Containing IYW

XNAV FundX Aggressive ETF 9.35 % 0.00 %

+0.17 (+0.27%)

USD 0.02B
QPX AdvisorShares Q Dynamic G.. 0.00 % 0.00 %

+0.19 (+0.27%)

USD 0.02B

Market Performance

  Market Performance vs. Industry/Classification (Technology) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 13.15% 52% F 88% B+
Dividend Return 0.69% 68% D+ 13% F
Total Return 13.84% 52% F 87% B+
Trailing 12 Months  
Capital Gain 18.95% 62% D 88% B+
Dividend Return 0.93% 54% F 13% F
Total Return 19.88% 62% D 88% B+
Trailing 5 Years  
Capital Gain 129.51% 53% F 94% A
Dividend Return 8.06% 71% C- 25% F
Total Return 137.57% 53% F 94% A
Average Annual (5 Year Horizon)  
Capital Gain 18.38% 48% F 89% A-
Dividend Return 19.58% 48% F 89% A-
Total Return 1.20% 78% C+ 22% F
Risk Return Profile  
Volatility (Standard Deviation) 13.11% 66% D+ 55% F
Risk Adjusted Return 149.32% 72% C 94% A
Market Capitalization 3.05B 91% A- 76% C+

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 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:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.