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

ETF | Equity Energy |

Last Closing

USD 20.82

Change

-0.39 (-1.84)%

Market Cap

N/A

Volume

0.18M

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: 2025-02-12 )

Largest Industry Peers for Equity Energy

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

-2.20 (-2.41%)

USD 32.40B
VDE Vanguard Energy Index Fund ETF..

-3.17 (-2.47%)

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

-0.62 (-2.46%)

USD 1.57B
OIH VanEck Oil Services ETF

-5.37 (-1.88%)

USD 1.39B
FXN First Trust Energy AlphaDEX® ..

-0.55 (-3.18%)

USD 0.38B
CNRG SPDR® Kensho Clean Power ETF

-0.43 (-0.74%)

USD 0.15B
PXE Invesco Dynamic Energy Explora..

-1.07 (-3.44%)

USD 0.11B
FILL iShares MSCI Global Energy Pro..

-0.46 (-1.91%)

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

-0.51 (-1.76%)

USD 0.04B
CRAK VanEck Oil Refiners ETF

-0.41 (-1.42%)

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 5.10% 100% F 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.10% 100% F 75% C
Trailing 12 Months  
Capital Gain 2.66% 56% F 43% F
Dividend Return 1.72% 21% F 29% F
Total Return 4.38% 56% F 35% F
Trailing 5 Years  
Capital Gain 20.70% 25% F 60% D-
Dividend Return 6.30% 19% F 18% F
Total Return 27.00% 25% F 53% 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.