IShares Russell Competition

Etfs . USA . 
Etf . iShares Russell Top
IWY Etf  USD 228.53  0.14  0.06%   
iShares Russell Top competes with Invesco Dynamic, Perella Weinberg, HUMANA, Barloworld, and Morningstar Unconstrained; as well as few others. Analyzing IShares Russell competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of IShares Russell to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out IShares Russell Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of IShares Russell competition on your existing holdings.
  
Specify up to 10 symbols:
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of IShares Russell's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
227.61228.71229.81
Details
Intrinsic
Valuation
LowRealHigh
216.14217.24251.54
Details
Naive
Forecast
LowNextHigh
223.88224.98226.08
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
218.25226.52234.79
Details

IShares Russell Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between IShares Russell and its competitors represents the degree of relationship between the price movements of corresponding etfs. A correlation of about +1.0 implies that the price of IShares and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of iShares Russell Top does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
PWP
+ 0.92
PWV
LBHIX
+ 0.69
MSTSX
VIASP
+ 0.68
PWP
MSTSX
+ 0.65
PWV
LBHIX
+ 0.56
PWV
LBHIX
+ 0.56
ABHYX
  
High negative correlations   
VIASP
- 0.75
SCAXF
444859BR2
- 0.67
PWP
444859BR2
- 0.67
PWV
SCAXF
- 0.64
PWP
MSTSX
- 0.63
444859BR2
LBHIX
- 0.58
444859BR2

IShares Russell Constituents Risk-Adjusted Indicators

There is a big difference between IShares Etf performing well and IShares Russell ETF doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze IShares Russell's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
PWV  0.57  0.00 (0.01) 0.10  0.44 
(0.75)
 1.33 
(1.07)
 4.54 
PWP  2.03  0.17  0.18  0.15  1.75 
(2.37)
 3.77 
(3.16)
 22.05 
444859BR2  1.31 (0.03) 0.00  0.36  0.00 
 0.00 
 5.93 
(4.50)
 16.62 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
BRRAY  1.27 (0.11) 0.00  0.01  0.00 
 0.00 
 0.00 
(2.98)
 34.02 
MSTSX  0.49  0.04 (0.11)(0.30) 0.52 
(0.59)
 1.21 
(1.02)
 2.80 
ABHYX  0.16  0.00 (0.20) 0.08  0.26 
(0.24)
 0.34 
(0.33)
 1.91 
LBHIX  0.11  0.01 (0.32) 0.44  0.00 
(0.29)
 0.24 
(0.24)
 0.96 
SCAXF  0.70 (0.40) 0.00 (1.01) 0.00 
 0.00 
 0.00 
 0.00 
 23.47 
VIASP  0.74  0.11  0.01 (3.65) 1.04 
(0.83)
 2.28 
(1.15)
 7.18 
All Fundamental Data

IShares Russell Competitive Analysis

The better you understand IShares Russell competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, IShares Russell's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across IShares Russell's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
IWY PWV PWP 444859BR2 AQUI BRRAY MSTSX ABHYX LBHIX SCAXF
 0.06 
 228.53 
IShares
 0.95 
 61.51 
Invesco
 0.50 
 25.64 
Perella
 0.37 
 80.35 
HUMANA
 0.00 
 0.01 
Aquagold
 0.00 
 4.23 
Barloworld
 0.43 
 11.73 
Morningstar
 0.11 
 8.96 
High-yield
 0.24 
 4.25 
Thrivent
 23.47 
 0.01 
Sparta
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Not too volatile
Very steady
Very steady
Relatively risky
Very steady
Very steady
Very steady
Out of control
Market Performance
(90 Days Performance)
OK
OK
OK
Very Weak
Very Weak
Very Weak
Weak
Insignificant
Good
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Below Average
Average
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Over Valued
Over Valued
Over Valued
Fairly Valued
Over Valued
Under Valued
Fairly Valued
Over Valued
Over Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Buy
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Buy
Strong Buy
Strong Buy
Strong Hold
Hold
Strong Buy
Strong Hold
Buy
Hold
Strong Hold
Current Ratio
N/A
N/A
1.62
N/A
N/A
1.49
N/A
N/A
N/A
0.62
Net Asset
4.23 B
710.98 M
761.11 M
N/A
3.19 K
54.41 B
116.1 M
672.37 M
674.44 M
3.06 M
EBITDA
N/A
N/A
(97.86 M)
N/A
(727.69 K)
2.77 B
N/A
N/A
N/A
(21.53 K)
Operating Margin
N/A
N/A
0.13
N/A
N/A
0.1
N/A
N/A
N/A
-0.15
Five Year Return
20.7
10.9
N/A
N/A
N/A
3.98
8.13
1.68
3.31
N/A
One Year Return
35.7
28.2
N/A
N/A
N/A
N/A
18.78
12.1
11.68
N/A
Beta
1.13
0.78
1.49
N/A
7.05
0.63
N/A
N/A
N/A
1.75
Number Of Employees
17
1
700
N/A
7
36
1
1
1
8
Three Year Return
10.2
11.0
N/A
N/A
N/A
N/A
5.8
-0.71
2.59
N/A
Cash Flow From Operations
N/A
N/A
145.88 M
N/A
(218.19 K)
1.89 B
N/A
N/A
N/A
210.37 K
Total Debt
N/A
N/A
175.9 M
N/A
N/A
8.64 B
N/A
N/A
N/A
125 K
Bond Positions Weight
N/A
N/A
N/A
N/A
N/A
N/A
22.72
2.0
92.23
N/A
Holdings Turnover
N/A
N/A
N/A
N/A
N/A
N/A
269.0
N/A
N/A
N/A
Return On Asset
N/A
2.61
-0.23
N/A
-5.5
0.047
N/A
N/A
N/A
-0.21
Current Liabilities
N/A
N/A
N/A
N/A
794 K
13.9 B
N/A
N/A
N/A
N/A
Debt To Equity
N/A
N/A
0.38
N/A
N/A
0.68
N/A
N/A
N/A
101.0
Short Ratio
N/A
N/A
9.9
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Shares Owned By Institutions
N/A
N/A
86.65
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Market Capitalization
N/A
1.27 B
2.31 B
N/A
96.58 K
955.54 M
50.36 M
N/A
N/A
7.72 M
Price To Earning
20.66
3.72
N/A
N/A
-0.22
9.18
N/A
N/A
35.48
19.55
Price To Sales
2.21
1.18
2.67
N/A
N/A
0.0285
N/A
N/A
1.23
0.63
Net Income
N/A
10.89 M
(17.22 M)
N/A
(627.79 K)
2.04 B
N/A
N/A
N/A
(609.44 K)
Shares Owned By Insiders
N/A
N/A
2.57
N/A
N/A
N/A
N/A
N/A
N/A
9.51
Revenue
N/A
13.61 M
648.65 M
N/A
N/A
39.38 B
N/A
N/A
N/A
5.19 M
Year To Date Return
N/A
N/A
N/A
N/A
N/A
N/A
11.76
5.77
6.69
N/A
Working Capital
N/A
N/A
371.39 M
N/A
(794 K)
11.95 B
N/A
N/A
N/A
N/A
Profit Margin
N/A
0.71
-0.11
N/A
N/A
0.0519
N/A
N/A
N/A
-0.1
Price To Book
5.55
2.03
5.89
N/A
N/A
0.99
N/A
N/A
1.58
34.42
Current Valuation
N/A
N/A
1.37 B
N/A
912.76 K
1.11 B
N/A
N/A
N/A
5.73 M
Retained Earnings
N/A
N/A
(54.65 M)
N/A
(4.18 M)
13.37 B
N/A
N/A
N/A
N/A
Current Asset
N/A
N/A
N/A
N/A
N/A
25.84 B
N/A
N/A
N/A
N/A
Equity Positions Weight
99.83
99.98
N/A
N/A
N/A
N/A
61.63
N/A
0.07
N/A
Cash Position Weight
N/A
N/A
N/A
N/A
N/A
N/A
14.28
0.1
6.56
N/A
Shares Outstanding
N/A
N/A
58.84 M
N/A
965.83 K
185.7 M
N/A
N/A
N/A
233.95 M
Annual Yield
N/A
N/A
0.0109
N/A
N/A
0.0543
0.021
0.0041
0.0617
N/A
Return On Equity
N/A
3.0E-4
-0.65
N/A
N/A
0.0588
N/A
N/A
N/A
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
37.6
Number Of Shares Shorted
N/A
N/A
2.98 M
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Book Value Per Share
N/A
N/A
-6.33
N/A
-1.18
99.76
N/A
N/A
N/A
-0.002
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
2 K
N/A
Total Asset
4.23 B
710.98 M
761.11 M
N/A
3.19 K
54.41 B
215.11 M
243.16 M
347.66 M
3.06 M
Last Dividend Paid
0.11
0.25
0.28
N/A
N/A
4.6
N/A
0.03
0.02
N/A
Target Price
N/A
N/A
27.25
N/A
N/A
7.68
N/A
N/A
N/A
N/A
Earnings Per Share
N/A
2.06
-2.1
N/A
-0.63
0.35
N/A
N/A
N/A
-0.003
Ten Year Return
17.5
9.2
N/A
N/A
N/A
N/A
N/A
4.84
6.0
N/A
Cash And Equivalents
N/A
N/A
150.29 M
N/A
1.15 K
5.11 B
N/A
N/A
N/A
909.32 K
Cash Per Share
N/A
N/A
1.74
N/A
N/A
25.52
N/A
N/A
N/A
N/A
Gross Profit
N/A
28.65 M
618.2 M
N/A
(143.88 K)
5.12 B
N/A
N/A
N/A
3.68 M
Day Typical Price
228.39
61.44
25.71
80.35
0.006
4.23
11.73
8.96
4.25
0.015
Accumulation Distribution
1838.19
82.09
9628.92
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Daily Balance Of Power
(0.11)
2.416667
(0.25)
(9,223,372,036,855)
0.0
0.0
9.2 T
9.2 T
9.2 T
(9,223,372,036,855)
Period Momentum Indicator
(0.14)
0.58
(0.13)
(0.30)
N/A
N/A
0.05
0.01
0.01
(0)
Rate Of Daily Change
1.0
1.01
0.99
1.0
1.0
1.0
1.0
1.0
1.0
0.77
Day Median Price
228.32
61.41
25.74
80.35
0.006
4.23
11.73
8.96
4.25
0.015
Price Action Indicator
0.14
0.39
(0.16)
(0.15)
N/A
N/A
0.025
0.005
0.005
(0)
Coefficient Of Variation
1240.86
764.54
625.23
(7,322)
N/A
25169.77
1576.86
2042.34
583.8
(812.40)
Mean Deviation
0.7812
0.5687
2.03
1.31
N/A
1.27
0.4856
0.1632
0.1099
0.7004
Jensen Alpha
(0.01)
0.0026
0.1719
(0.03)
N/A
(0.11)
0.0402
(0.0008)
0.0147
(0.40)
Total Risk Alpha
(0.07)
(0.01)
0.0815
(0.38)
N/A
(0.54)
(0.05)
(0.03)
(0)
(0.74)
Sortino Ratio
(0.01)
(0.01)
0.1806
N/A
N/A
N/A
(0.11)
(0.20)
(0.32)
N/A
Downside Variance
2.01
0.3191
4.57
N/A
N/A
N/A
0.3987
0.2328
0.0625
N/A
Standard Deviation
1.11
0.7856
3.1
2.57
N/A
4.2
0.6318
0.2858
0.1689
2.89
Kurtosis
1.2
5.29
14.92
5.85
N/A
11.15
0.1097
8.76
3.69
66.0
Potential Upside
1.73
1.33
3.77
5.93
N/A
N/A
1.21
0.3382
0.2381
N/A
Treynor Ratio
0.0859
0.1024
0.154
0.3578
N/A
0.0057
(0.30)
0.0825
0.4414
(1.01)
Maximum Drawdown
5.46
4.54
22.05
16.62
N/A
34.02
2.8
1.91
0.9552
23.47
Variance
1.24
0.6172
9.6
6.6
N/A
17.65
0.3991
0.0817
0.0285
8.35
Market Risk Adjusted Performance
0.0959
0.1124
0.164
0.3678
N/A
0.0157
(0.29)
0.0925
0.4514
(1.00)
Risk Adjusted Performance
0.0646
0.1001
0.1295
(0)
N/A
0.0112
0.0463
0.0207
0.0955
(0.09)
Skewness
(0.59)
1.43
2.75
1.05
N/A
0.4951
0.1403
(1.73)
1.16
(8.12)
Semi Deviation
1.17
0.4433
1.75
N/A
N/A
N/A
0.5186
0.2553
0.0
N/A
Information Ratio
(0.02)
(0.01)
0.1246
(0.06)
N/A
(0.02)
(0.11)
(0.33)
(0.48)
(0.16)
Value At Risk
(2.24)
(1.07)
(3.16)
(4.50)
N/A
(2.98)
(1.02)
(0.33)
(0.24)
N/A
Expected Short fall
(0.68)
(0.75)
(2.37)
N/A
N/A
N/A
(0.59)
(0.24)
(0.29)
N/A
Downside Deviation
1.42
0.5649
2.14
N/A
N/A
N/A
0.6314
0.4825
0.25
N/A
Semi Variance
1.36
0.1965
3.06
N/A
N/A
N/A
0.2689
0.0652
(0.02)
N/A

IShares Russell Competition Performance Charts

Five steps to successful analysis of IShares Russell Competition

IShares Russell's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by iShares Russell Top in relation to its competition. IShares Russell's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of IShares Russell in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact IShares Russell's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to iShares Russell Top, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your IShares Russell position

In addition to having IShares Russell in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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An experimental equal-weighted theme of equities with high dividend yield and solid fundamentals based on Macroaxis rating system. The Dividend Beast theme has 69 constituents at this time.
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When determining whether iShares Russell Top offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of IShares Russell's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Ishares Russell Top Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Ishares Russell Top Etf:
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The market value of iShares Russell Top is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Russell's value that differs from its market value or its book value, called intrinsic value, which is IShares Russell's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Russell's market value can be influenced by many factors that don't directly affect IShares Russell's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Beneish
M Score
Details
Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
Details
Please note, there is a significant difference between IShares Russell's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Russell is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Russell's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
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