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

ETF | Equity Energy |

Last Closing

USD 21.11

Change

+0.55 (+2.68)%

Market Cap

N/A

Volume

0.09M

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: 2025-02-10 )

Largest Industry Peers for Equity Energy

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

+1.95 (+2.20%)

USD 32.40B
VDE Vanguard Energy Index Fund ETF..

+2.84 (+2.28%)

USD 7.69B
FENY Fidelity® MSCI Energy Index E..

+0.56 (+2.28%)

USD 1.57B
OIH VanEck Oil Services ETF

+7.96 (+2.89%)

USD 1.39B
FXN First Trust Energy AlphaDEX® ..

+0.49 (+2.94%)

USD 0.38B
CNRG SPDR® Kensho Clean Power ETF

+0.27 (+0.44%)

USD 0.15B
PXE Invesco Dynamic Energy Explora..

+1.03 (+3.47%)

USD 0.11B
FILL iShares MSCI Global Energy Pro..

+0.47 (+2.00%)

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

+0.64 (+2.27%)

USD 0.04B
CRAK VanEck Oil Refiners ETF

+0.46 (+1.62%)

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 6.56% 100% F 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.56% 100% F 79% B-
Trailing 12 Months  
Capital Gain 2.63% 56% F 43% F
Dividend Return 1.70% 21% F 29% F
Total Return 4.32% 50% F 35% F
Trailing 5 Years  
Capital Gain 20.77% 25% F 60% D-
Dividend Return 6.22% 19% F 18% F
Total Return 26.99% 25% F 52% F
Average Annual (5 Year Horizon)  
Capital Gain 27.61% 38% F 86% B+
Dividend Return 28.72% 38% F 85% B
Total Return 1.12% 19% F 27% F
Risk Return Profile  
Volatility (Standard Deviation) 33.52% 56% F 31% F
Risk Adjusted Return 85.69% 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.