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

ETF | Equity Energy |

Last Closing

USD 21.32

Change

+0.21 (+0.99)%

Market Cap

N/A

Volume

0.11M

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 Equity Energy

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

+0.19 (+0.21%)

USD 33.89B
VDE Vanguard Energy Index Fund ETF..

+0.19 (+0.15%)

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

+0.05 (+0.20%)

USD 1.57B
OIH VanEck Oil Services ETF

+2.21 (+0.78%)

USD 1.52B
FXN First Trust Energy AlphaDEX® ..

+0.04 (+0.23%)

USD 0.40B
CNRG SPDR® Kensho Clean Power ETF

-0.74 (-1.22%)

USD 0.16B
PXE Invesco Dynamic Energy Explora..

-0.14 (-0.46%)

USD 0.11B
FILL iShares MSCI Global Energy Pro..

+0.05 (+0.21%)

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

+0.19 (+0.65%)

USD 0.04B
CRAK VanEck Oil Refiners ETF

+0.03 (+0.09%)

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 7.62% 100% F 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.62% 100% F 83% B
Trailing 12 Months  
Capital Gain 5.91% 63% D 49% F
Dividend Return 1.73% 21% F 29% F
Total Return 7.65% 63% D 42% F
Trailing 5 Years  
Capital Gain 24.61% 25% F 61% D-
Dividend Return 6.35% 19% F 18% F
Total Return 30.96% 19% F 54% F
Average Annual (5 Year Horizon)  
Capital Gain 27.47% 38% F 86% B+
Dividend Return 28.58% 38% F 85% B
Total Return 1.11% 19% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 33.69% 56% F 31% F
Risk Adjusted Return 84.83% 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.