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

ETF | Equity Energy |

Last Closing

USD 19.57

Change

-0.64 (-3.17)%

Market Cap

N/A

Volume

0.18M

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: 2024-09-26 )

Largest Industry Peers for Equity Energy

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

-1.71 (-1.96%)

USD 36.29B
VDE Vanguard Energy Index Fund ETF..

-2.56 (-2.08%)

USD 7.88B
OIH VanEck Oil Services ETF

-8.89 (-3.12%)

USD 1.72B
FENY Fidelity® MSCI Energy Index E..

-0.50 (-2.09%)

USD 1.62B
FXN First Trust Energy AlphaDEX® ..

-0.56 (-3.41%)

USD 0.43B
CNRG SPDR® Kensho Clean Power ETF

+1.25 (+1.97%)

USD 0.17B
FTXN First Trust Nasdaq Oil & Gas E..

-0.93 (-3.18%)

USD 0.17B
PXE Invesco Dynamic Energy Explora..

-0.66 (-2.22%)

USD 0.11B
FILL iShares MSCI Global Energy Pro..

-0.39 (-1.58%)

USD 0.09B
PXJ Invesco Dynamic Oil & Gas Serv..

-0.70 (-2.42%)

USD 0.06B

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 -10.72% 12% F 14% F
Dividend Return 1.24% 27% F 28% F
Total Return -9.48% 12% F 13% F
Trailing 12 Months  
Capital Gain -21.18% 12% F 9% A-
Dividend Return 1.35% 18% F 19% F
Total Return -19.83% 12% F 9% A-
Trailing 5 Years  
Capital Gain 10.38% 6% D- 48% F
Dividend Return 4.76% 6% D- 14% F
Total Return 15.13% 6% D- 39% F
Average Annual (5 Year Horizon)  
Capital Gain 23.78% 44% F 86% B+
Dividend Return 24.84% 31% F 85% B
Total Return 1.06% 13% F 24% F
Risk Return Profile  
Volatility (Standard Deviation) 39.09% 56% F 24% F
Risk Adjusted Return 63.55% 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.