IEZ:NYE-iShares U.S. Oil Equipment & Services ETF (USD)

ETF | Equity Energy |

Last Closing

USD 20.73

Change

-0.05 (-0.24)%

Market Cap

N/A

Volume

0.19M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-20 )

Largest Industry Peers for Equity Energy

Symbol Name Price(Change) Market Cap
XLE Energy Select Sector SPDR® Fu..

-0.20 (-0.22%)

USD 34.35B
VDE Vanguard Energy Index Fund ETF..

-0.17 (-0.14%)

USD 7.61B
OIH VanEck Oil Services ETF

-0.03 (-0.01%)

USD 1.57B
FENY Fidelity® MSCI Energy Index E..

-0.25 (-1.02%)

USD 1.57B
FXN First Trust Energy AlphaDEX® ..

-0.01 (-0.06%)

USD 0.42B
CNRG SPDR® Kensho Clean Power ETF

-0.31 (-0.48%)

USD 0.17B
PXE Invesco Dynamic Energy Explora..

-0.23 (-0.74%)

USD 0.11B
FILL iShares MSCI Global Energy Pro..

-0.06 (-0.24%)

USD 0.10B
PXJ Invesco Dynamic Oil & Gas Serv..

-0.13 (-0.43%)

USD 0.06B
CRAK VanEck Oil Refiners ETF

-0.33 (-0.97%)

USD 0.03B

ETFs Containing IEZ

N/A

Market Performance

  Market Performance vs. Industry/Classification (Equity Energy) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -5.43% 19% F 18% F
Dividend Return 0.82% 29% F 19% F
Total Return -4.61% 19% F 17% F
Trailing 12 Months  
Capital Gain -14.27% 13% F 12% F
Dividend Return 1.30% 25% F 19% F
Total Return -12.97% 13% F 11% F
Trailing 5 Years  
Capital Gain 7.74% 6% D- 50% F
Dividend Return 4.51% 7% C- 13% F
Total Return 12.25% 6% D- 39% F
Average Annual (5 Year Horizon)  
Capital Gain 23.60% 44% F 86% B+
Dividend Return 24.66% 31% F 85% B
Total Return 1.06% 13% F 23% F
Risk Return Profile  
Volatility (Standard Deviation) 39.37% 56% F 24% F
Risk Adjusted Return 62.62% 38% F 79% B-
Market Capitalization N/A N/A N/A N/A N/A

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:

There is nothing we particularly like

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.

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.