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

ETF | Equity Energy |

Last Closing

USD 21.53

Change

+0.01 (+0.05)%

Market Cap

N/A

Volume

0.17M

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: 2025-01-23 )

Largest Industry Peers for Equity Energy

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

+0.42 (+0.46%)

USD 33.89B
VDE Vanguard Energy Index Fund ETF..

+0.48 (+0.37%)

USD 7.73B
FENY Fidelity® MSCI Energy Index E..

+0.07 (+0.27%)

USD 1.57B
OIH VanEck Oil Services ETF

N/A

USD 1.52B
FXN First Trust Energy AlphaDEX® ..

+0.06 (+0.34%)

USD 0.40B
CNRG SPDR® Kensho Clean Power ETF

+1.80 (+2.93%)

USD 0.16B
PXE Invesco Dynamic Energy Explora..

+0.17 (+0.54%)

USD 0.11B
FILL iShares MSCI Global Energy Pro..

+0.08 (+0.33%)

USD 0.09B
PXJ Invesco Dynamic Oil & Gas Serv..

-0.01 (-0.03%)

USD 0.04B
CRAK VanEck Oil Refiners ETF

+0.40 (+1.38%)

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 8.68% 100% F 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.68% 100% F 87% B+
Trailing 12 Months  
Capital Gain 0.56% 19% F 36% F
Dividend Return 1.63% 21% F 27% F
Total Return 2.19% 25% F 27% F
Trailing 5 Years  
Capital Gain 20.41% 13% F 59% D-
Dividend Return 6.08% 19% F 17% F
Total Return 26.49% 13% F 52% F
Average Annual (5 Year Horizon)  
Capital Gain 27.15% 38% F 85% B
Dividend Return 28.25% 38% F 85% B
Total Return 1.10% 19% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 34.08% 56% F 30% F
Risk Adjusted Return 82.89% 44% F 89% A-
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.