IUSG:NSD-iShares Core S&P U.S. Growth ETF (USD)

ETF | Large Growth | NSD

Last Closing Price

USD 70.26

Change

0.00 (0.00)%

Market Cap

USD 7.84B

Volume

0.64M

Average Target Price

N/A
Average Analyst Rating

N/A

STA Verdict

Verdict

About

The investment seeks to track the investment results of the S&P 900 Growth Index (the underlying 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 large- and mid- capitalization growth sector of the U.S. equity market.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Valuation Growth & Performance

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-01-26 )

Largest Industry Peers for Large Growth

Symbol Name Mer Price(Change) Market Cap
QQQ Invesco QQQ Trust 0.20 %

N/A

USD87.07B
VONG Vanguard Russell 1000 Growth I.. 0.08 %

N/A

USD6.51B
FV First Trust Dorsey Wright Focu.. 0.89 %

N/A

USD2.44B
ONEQ Fidelity NASDAQ Composite Inde.. 0.21 %

N/A

USD2.29B
FTC First Trust Large Cap Growth A.. 0.61 %

N/A

USD1.08B
QQEW First Trust NASDAQ-100 Equal W.. 0.60 %

N/A

USD0.91B
QQXT First Trust NASDAQ-100 Ex-Tech.. 0.60 %

N/A

USD0.10B
MILN Global X Millennials Thematic .. 0.50 %

N/A

USD0.08B
PSET Principal Exchange-Traded Fund.. 0.29 %

N/A

USD0.02B

ETFs Containing IUSG

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Large Growth)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.87% 50% F 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.87% 50% F 68% D+
Trailing 12 Months  
Capital Gain 26.05% 50% F 75% C
Dividend Return 1.26% 90% A- 25% F
Total Return 27.31% 50% F 75% C
Trailing 5 Years  
Capital Gain 78.19% 63% D 75% C
Dividend Return 8.24% 100% A+ 33% F
Total Return 86.43% 63% D 74% C
Average Annual (5 Year Horizon)  
Capital Gain 12.12% 60% D- 68% D+
Dividend Return 1.44% 100% A+ 39% F
Total Return 13.56% 70% C- 68% D+
Risk Return Profile  
Volatility (Standard Deviation) 11.63% 50% F 84% B
Risk Adjusted Return 116.57% 50% F 94% A
Market Capitalization 7.84B 90% A- 92% A-
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

STA Verdict Breakdown

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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.