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

ETF | Equity Energy |

Last Closing

USD 20.72

Change

+0.25 (+1.22)%

Market Cap

N/A

Volume

0.28M

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: 2025-01-07 )

Largest Industry Peers for Equity Energy

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

+0.87 (+1.00%)

USD 33.13B
VDE Vanguard Energy Index Fund ETF..

+1.15 (+0.93%)

USD 7.25B
FENY Fidelity® MSCI Energy Index E..

+0.24 (+0.99%)

USD 1.44B
OIH VanEck Oil Services ETF

+4.11 (+1.47%)

USD 1.39B
FXN First Trust Energy AlphaDEX® ..

+0.17 (+1.01%)

USD 0.37B
CNRG SPDR® Kensho Clean Power ETF

+0.59 (+0.89%)

USD 0.16B
PXE Invesco Dynamic Energy Explora..

+0.30 (+1.00%)

USD 0.10B
FILL iShares MSCI Global Energy Pro..

+0.24 (+1.03%)

USD 0.08B
PXJ Invesco Dynamic Oil & Gas Serv..

+0.52 (+1.82%)

USD 0.04B
CRAK VanEck Oil Refiners ETF

+0.11 (+0.38%)

USD 0.02B

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 4.59% 81% B- 91% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.59% 81% B- 91% A-
Trailing 12 Months  
Capital Gain 1.07% 38% F 41% F
Dividend Return 1.70% 21% F 28% F
Total Return 2.78% 31% F 32% F
Trailing 5 Years  
Capital Gain 3.60% 13% F 52% F
Dividend Return 5.44% 19% F 14% F
Total Return 9.04% 13% F 37% F
Average Annual (5 Year Horizon)  
Capital Gain 26.82% 38% F 85% B
Dividend Return 27.91% 38% F 85% B
Total Return 1.09% 19% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 34.51% 56% F 30% F
Risk Adjusted Return 80.86% 44% F 88% 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.