IYW:ARCA-iShares U.S. Technology

ETF | Technology | NYSE Arca

Last Closing

USD 164.67

Change

0.00 (0.00)%

Market Cap

USD 3.05B

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 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 TR USD

Primary Index: MSCI ACWI NR USD

Gross Expense Ratio: 0.44%

Management Expense Ratio: 0.43 %

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 Technology

Symbol Name Mer Price(Change) Market Cap
XLK SPDR Select Sector Fund - Tech.. 0.13 %

+0.15 (+0.20%)

USD 20.07B
VGT Vanguard Information Tech 0.10 %

+0.48 (+0.24%)

USD 19.34B
FDN First Trust DJ Internet Index .. 0.53 %

+0.49 (+0.35%)

USD 8.30B
BKC REX BKCM 0.00 %

N/A

USD 2.84B
IXN iShares Global Tech 0.47 %

+0.63 (+0.37%)

USD 2.78B
FTEC Fidelity MSCI Information Tech.. 0.08 %

+0.16 (+0.27%)

USD 2.20B
FXL First Trust Technology AlphaDE.. 0.63 %

+0.48 (+0.75%)

USD 2.15B
RYT Invesco S&P 500 Equal Weight T.. 0.40 %

+0.62 (+0.37%)

USD 1.64B
HACK ETFMG Prime Cyber Security 0.60 %

+0.01 (+0.02%)

USD 1.62B
IGM iShares Expanded Tech Sector 0.47 %

+0.94 (+0.46%)

USD 1.59B

ETFs Containing IYW

REW ProShares UltraShort Tech.. 10.53 % 0.95 %

-0.10 (-0.93%)

USD 4.33M

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 2.96% 8% F 32% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.96% 8% F 31% F
Trailing 12 Months  
Capital Gain -3.68% 45% F 70% C-
Dividend Return 0.86% 71% C- 13% F
Total Return -2.83% 41% F 62% D-
Trailing 5 Years  
Capital Gain 87.79% 44% F 92% A-
Dividend Return 7.46% 73% C 25% F
Total Return 95.25% 44% F 91% A-
Average Annual (5 Year Horizon)  
Capital Gain 17.28% 45% F 89% B+
Dividend Return 18.45% 48% F 89% B+
Total Return 1.17% 78% C+ 24% F
Risk Return Profile  
Volatility (Standard Deviation) 13.63% 59% F 54% F
Risk Adjusted Return 135.33% 72% C- 94% A
Market Capitalization 3.05B 91% A- 75% 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:
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 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.

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.