IYJ:BATS-iShares U.S. Industrials ETF (USD)

ETF | Industrials |

Last Closing

USD 135.99

Change

+1.05 (+0.78)%

Market Cap

USD 0.94B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the Dow Jones U.S. Industrials Index composed of U.S. equities in the industrials sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of the industrials sector of the U.S. equity market.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-24 )

Largest Industry Peers for Industrials

Symbol Name Price(Change) Market Cap
ITA iShares U.S. Aerospace & Defen..

+1.35 (+0.92%)

USD 3.70B
IYT iShares Transportation Average..

+0.53 (+0.78%)

USD 0.86B

ETFs Containing IYJ

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 18.91% 100% F 81% B-
Dividend Return 1.03% 67% D+ 18% F
Total Return 19.94% 100% F 81% B-
Trailing 12 Months  
Capital Gain 18.87% 100% F 82% B
Dividend Return 1.03% 67% D+ 19% F
Total Return 19.90% 100% F 81% B-
Trailing 5 Years  
Capital Gain 61.55% 100% F 79% B-
Dividend Return 6.21% 67% D+ 13% F
Total Return 67.75% 100% F 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 11.65% 100% F 82% B
Dividend Return 12.51% 100% F 82% B
Total Return 0.86% 67% D+ 30% F
Risk Return Profile  
Volatility (Standard Deviation) 23.24% 67% D+ 14% F
Risk Adjusted Return 53.84% 67% D+ 50% F
Market Capitalization 0.94B 67% D+ 91% 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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.