IYK:NYE-iShares US Consumer Staples ETF (USD)

ETF | Consumer Defensive |

Last Closing

USD 70.3

Change

-0.99 (-1.39)%

Market Cap

N/A

Volume

0.25M

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: 2025-04-24 )

Largest Industry Peers for Consumer Defensive

Symbol Name Price(Change) Market Cap
XLP Consumer Staples Select Sector..

-0.72 (-0.88%)

USD 16.07B
FSTA Fidelity® MSCI Consumer Stapl..

-0.53 (-1.03%)

USD 1.33B
KXI iShares Global Consumer Staple..

-0.57 (-0.86%)

USD 0.80B
FXG First Trust Consumer Staples A..

-0.35 (-0.54%)

USD 0.29B
PBJ Invesco Dynamic Food & Beverag..

-0.10 (-0.21%)

N/A
RHS Invesco S&P 500® Equal Weight..

N/A

N/A
VDC Vanguard Consumer Staples Inde..

-1.93 (-0.88%)

N/A

ETFs Containing IYK

N/A

Market Performance

  Market Performance vs. Industry/Classification (Consumer Defensive) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 7.18% 86% B+ 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.18% 86% B+ 86% B+
Trailing 12 Months  
Capital Gain 4.99% 38% F 63% D
Dividend Return 1.37% 75% C 27% F
Total Return 6.36% 38% F 56% F
Trailing 5 Years  
Capital Gain 79.20% 100% F 68% D+
Dividend Return 15.39% 100% F 39% F
Total Return 94.59% 100% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 6.08% 38% F 57% F
Dividend Return 7.90% 38% F 56% F
Total Return 1.83% 75% C 43% F
Risk Return Profile  
Volatility (Standard Deviation) 17.58% 25% F 58% F
Risk Adjusted Return 44.97% 38% F 60% D-
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.

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.