EXI:NYE-iShares Global Industrials ETF (USD)

ETF | Industrials |

Last Closing

USD 148

Change

+0.91 (+0.62)%

Market Cap

N/A

Volume

6.90K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-24 )

Largest Industry Peers for Industrials

Symbol Name Price(Change) Market Cap
XLI Industrial Select Sector SPDR..

+0.96 (+0.72%)

USD 19.26B
PPA Invesco Aerospace & Defense ET..

-0.37 (-0.32%)

USD 4.16B
XAR SPDR® S&P Aerospace & Defense..

-1.18 (-0.75%)

USD 2.33B
FXR First Trust Industrials/Produc..

+0.18 (+0.24%)

USD 1.91B
FIDU Fidelity® MSCI Industrials In..

+0.33 (+0.46%)

USD 1.15B
PKB Invesco Dynamic Building & Con..

-0.61 (-0.77%)

USD 0.38B
XTN SPDR® S&P Transportation ETF

+1.19 (+1.48%)

USD 0.20B
IDRV iShares Self-Driving EV and Te..

+1.23 (+4.15%)

USD 0.18B
KARS KraneShares Electric Vehicles ..

+1.13 (+5.71%)

USD 0.07B
ROKT SPDR S&P Kensho Final Frontier..

-0.05 (-0.10%)

USD 0.02B

ETFs Containing EXI

XGI:CA iShares S&P Global Indust.. 99.92 % 0.65 %

N/A

CAD 0.09B
GMOM 0.00 % 0.59 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Industrials) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 16.14% 43% F 73% C
Dividend Return 0.90% 73% C 19% F
Total Return 17.04% 50% F 70% C-
Trailing 12 Months  
Capital Gain 31.42% 50% F 77% C+
Dividend Return 1.78% 85% B 27% F
Total Return 33.19% 50% F 75% C
Trailing 5 Years  
Capital Gain 62.16% 43% F 75% C
Dividend Return 7.39% 77% C+ 23% F
Total Return 69.55% 50% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 12.04% 43% F 73% C
Dividend Return 13.33% 43% F 71% C-
Total Return 1.29% 79% B- 29% F
Risk Return Profile  
Volatility (Standard Deviation) 20.29% 79% B- 51% F
Risk Adjusted Return 65.70% 50% F 81% 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:
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.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.