EXI:NYE-iShares Global Industrials ETF (USD)

ETF | Industrials |

Last Closing

USD 146.97

Change

+0.47 (+0.32)%

Market Cap

N/A

Volume

0.02M

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: 2025-02-05 )

Largest Industry Peers for Industrials

Symbol Name Price(Change) Market Cap
XLI Industrial Select Sector SPDR..

+0.10 (+0.07%)

USD 20.26B
PPA Invesco Aerospace & Defense ET..

+0.59 (+0.49%)

USD 4.54B
XAR SPDR® S&P Aerospace & Defense..

+1.07 (+0.61%)

USD 2.70B
FXR First Trust Industrials/Produc..

+0.49 (+0.63%)

USD 1.92B
FIDU Fidelity® MSCI Industrials In..

+0.22 (+0.30%)

USD 1.25B
PKB Invesco Dynamic Building & Con..

+1.35 (+1.78%)

USD 0.42B
XTN SPDR® S&P Transportation ETF

-0.79 (-0.89%)

USD 0.22B
IDRV iShares Self-Driving EV and Te..

-0.15 (-0.51%)

USD 0.16B
KARS KraneShares Electric Vehicles ..

-0.10 (-0.47%)

USD 0.07B
ROKT SPDR S&P Kensho Final Frontier..

-0.16 (-0.28%)

USD 0.02B

ETFs Containing EXI

GMOM Cambria Global Momentum E.. 0.00 % 0.59 %

+0.12 (+0.18%)

N/A
XGI:CA iShares S&P Global Indust.. 0.00 % 0.65 %

+0.10 (+0.18%)

CAD 0.10B

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 4.06% 71% C- 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.06% 71% C- 65% D
Trailing 12 Months  
Capital Gain 13.52% 33% F 63% D
Dividend Return 0.89% 62% D 12% F
Total Return 14.40% 33% F 58% F
Trailing 5 Years  
Capital Gain 48.82% 27% F 71% C-
Dividend Return 8.57% 73% C 25% F
Total Return 57.38% 40% F 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 13.59% 40% F 72% C
Dividend Return 14.87% 40% F 70% C-
Total Return 1.28% 80% B- 31% F
Risk Return Profile  
Volatility (Standard Deviation) 20.56% 80% B- 53% F
Risk Adjusted Return 72.32% 47% F 82% 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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.