ducovest

IYC:ARCA-iShares U.S. Consumer Services (USD)

ETF | Consumer Cyclical | NYSE Arca

Last Closing

USD 98.02

Change

-1.42 (-1.43)%

Market Cap

USD 0.84B

Volume

0.18M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the Dow Jones U.S. Consumer Services Index composed of U.S. equities in the consumer services 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 consumer services sector of the U.S. equity market.

Company Website : www.ishares.com

Currency: USD

Country : USA

Inception Date: 12/06/2000

Primary Benchmark: DJ US Consumer Svcs Capped TR USD

Primary Index: MSCI ACWI NR USD

Gross Expense Ratio: 0.44%

Management Expense Ratio: 0.42 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-27 )

Largest Industry Peers for Consumer Cyclical

Symbol Name Mer Price(Change) Market Cap
XLY Consumer Discretionary Select .. 0.13 %

N/A

 USD 24.69B
VCR Vanguard Consumer Discretionar.. 0.10 %

N/A

 USD 6.68B
FDIS Fidelity® MSCI Consumer Discr.. 0.08 %

N/A

 USD 2.06B
FXD First Trust Consumer Discretio.. 0.64 %

N/A

 USD 1.57B
IBUY Amplify Online Retail ETF 0.65 %

N/A

 USD 0.18B
ONLN ProShares Online Retail 0.58 %

N/A

 USD 0.09B
GBUY Goldman Sachs Future Consumer .. 0.00 %

N/A

 USD 0.04B
RXI iShares Global Consumer Discre.. 0.46 %

N/A

 N/A
XHB SPDR® S&P Homebuilders ETF 0.35 %

N/A

 N/A
PEJ Invesco Dynamic Leisure and En.. 0.63 %

N/A

 N/A

ETFs Containing IYC

SCC ProShares UltraShort Cons.. 0.00 % 0.95 %

N/A

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Consumer Cyclical) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 29.37% 100% F 86% B+
Dividend Return 0.59% 36% F 7% C-
Total Return 29.96% 100% F 85% B
Trailing 12 Months  
Capital Gain 29.37% 100% F 86% B+
Dividend Return 0.59% 36% F 7% C-
Total Return 29.96% 100% F 85% B
Trailing 5 Years  
Capital Gain 70.73% 62% D 81% B-
Dividend Return 3.72% 20% F 9% A-
Total Return 74.45% 62% D 79% B-
Average Annual (5 Year Horizon)  
Capital Gain 8.70% 23% F 62% D
Dividend Return 9.26% 23% F 56% F
Total Return 0.56% 54% F 15% F
Risk Return Profile  
Volatility (Standard Deviation) 27.36% 77% C+ 40% F
Risk Adjusted Return 33.86% 23% F 48% F
Market Capitalization 0.84B 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:
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.