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

ETF | Equity Energy |

Last Closing

USD 19.92

Change

+0.24 (+1.22)%

Market Cap

N/A

Volume

0.06M

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: 2024-11-05 )

Largest Industry Peers for Equity Energy

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

+0.60 (+0.67%)

USD 35.75B
VDE Vanguard Energy Index Fund ETF..

+0.87 (+0.70%)

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

+0.19 (+0.77%)

USD 1.58B
OIH VanEck Oil Services ETF

+3.30 (+1.20%)

USD 1.44B
FXN First Trust Energy AlphaDEX® ..

+0.15 (+0.92%)

USD 0.40B
CNRG SPDR® Kensho Clean Power ETF

+1.80 (+2.83%)

USD 0.17B
PXE Invesco Dynamic Energy Explora..

+0.29 (+0.99%)

USD 0.11B
FILL iShares MSCI Global Energy Pro..

+0.16 (+0.64%)

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

+0.40 (+1.45%)

USD 0.04B
CRAK VanEck Oil Refiners ETF

+0.44 (+1.42%)

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 -9.12% 25% F 23% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -9.12% 25% F 26% F
Trailing 12 Months  
Capital Gain -9.21% 25% F 19% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -9.21% 25% F 21% F
Trailing 5 Years  
Capital Gain 10.42% 25% F 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.42% 25% F 59% D-
Average Annual (5 Year Horizon)  
Capital Gain 25.11% 38% F 85% B
Dividend Return 26.16% 38% F 85% B
Total Return 1.06% 19% F 24% F
Risk Return Profile  
Volatility (Standard Deviation) 37.00% 56% F 27% F
Risk Adjusted Return 70.70% 38% F 84% 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.