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

ETF | Equity Energy |

Last Closing

USD 19.47

Change

+0.05 (+0.26)%

Market Cap

N/A

Volume

0.07M

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: 2024-10-30 )

Largest Industry Peers for Equity Energy

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

+0.20 (+0.23%)

USD 35.75B
VDE Vanguard Energy Index Fund ETF..

+0.26 (+0.21%)

USD 7.79B
FENY Fidelity® MSCI Energy Index E..

+0.05 (+0.21%)

USD 1.58B
OIH VanEck Oil Services ETF

+0.53 (+0.19%)

USD 1.44B
FXN First Trust Energy AlphaDEX® ..

+0.16 (+1.00%)

USD 0.42B
CNRG SPDR® Kensho Clean Power ETF

-0.06 (-0.10%)

USD 0.17B
PXE Invesco Dynamic Energy Explora..

+0.19 (+0.66%)

USD 0.11B
FILL iShares MSCI Global Energy Pro..

+0.05 (+0.20%)

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

-0.16 (-0.58%)

USD 0.04B
CRAK VanEck Oil Refiners ETF

-0.10 (-0.30%)

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 -11.18% 31% F 21% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -11.18% 31% F 30% F
Trailing 12 Months  
Capital Gain -14.49% 25% F 16% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -14.49% 25% F 23% F
Trailing 5 Years  
Capital Gain 10.88% 25% F 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.88% 25% F 59% D-
Average Annual (5 Year Horizon)  
Capital Gain 24.88% 44% F 85% B
Dividend Return 25.94% 31% F 84% B
Total Return 1.06% 19% F 24% F
Risk Return Profile  
Volatility (Standard Deviation) 37.38% 56% F 27% F
Risk Adjusted Return 69.40% 38% F 83% 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.