ducovest

IYY:ARCA-iShares Dow Jones U.S.

ETF | Large Blend | NYSE Arca

Last Closing

USD 130.3931

Change

+0.47 (+0.36)%

Market Cap

USD 0.96B

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. Index composed of U.S. equities. 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 aims to consistently represent the top 95% of U.S. companies based on a float-adjusted market capitalization, excluding the very smallest and least liquid stocks.

Company Website : www.ishares.com

Currency: USD

Country : USA

Inception Date: 12/06/2000

Primary Benchmark: DJ US 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 Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-16 )

Largest Industry Peers for Large Blend

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

-1.46 (-0.59%)

 USD 1,599.41B
SPY SPDR S&P 500 ETF Trust 0.09 %

-2.98 (-0.59%)

 USD 528.58B
IVV iShares Core S&P 500 ETF 0.04 %

-2.94 (-0.58%)

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

-2.79 (-0.60%)

 USD 426.13B
VIG Vanguard Dividend Appreciation.. 0.06 %

-0.65 (-0.37%)

 USD 77.60B
ITOT iShares Core S&P Total U.S. St.. 0.03 %

-0.67 (-0.61%)

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

-0.33 (-0.21%)

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

-0.31 (-0.52%)

 USD 40.18B
IWB iShares Russell 1000 ETF 0.15 %

-1.59 (-0.57%)

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

-1.20 (-0.52%)

 USD 33.73B

ETFs Containing IYY

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 4.78% 56% F 46% F
Dividend Return N/A N/A N/A N/A F
Total Return 4.78% 55% F 45% F
Trailing 12 Months  
Capital Gain -5.85% 57% F 62% D
Dividend Return 1.77% 63% D 33% F
Total Return -4.08% 55% F 56% F
Trailing 5 Years  
Capital Gain 39.61% 55% F 81% B-
Dividend Return 11.10% 36% F 38% F
Total Return 50.71% 55% F 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 9.11% 70% C- 77% C+
Dividend Return 11.02% 71% C- 77% C+
Total Return 1.91% 60% D- 38% F
Risk Return Profile  
Volatility (Standard Deviation) 8.61% 46% F 74% C
Risk Adjusted Return 128.04% 79% B- 93% A
Market Capitalization 0.96B 76% C+ 57% 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.

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:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.