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

ETF | Consumer Defensive |

Last Closing

USD 70.16

Change

-0.14 (-0.20)%

Market Cap

N/A

Volume

0.17M

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: 2025-04-25 )

Largest Industry Peers for Consumer Defensive

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

-0.21 (-0.26%)

USD 16.07B
FSTA Fidelity® MSCI Consumer Stapl..

-0.13 (-0.25%)

USD 1.33B
KXI iShares Global Consumer Staple..

-0.30 (-0.46%)

USD 0.80B
FXG First Trust Consumer Staples A..

-0.22 (-0.34%)

USD 0.29B
PBJ Invesco Dynamic Food & Beverag..

-0.15 (-0.32%)

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

N/A

N/A
VDC Vanguard Consumer Staples Inde..

-0.55 (-0.25%)

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 6.97% 86% B+ 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.97% 86% B+ 86% B+
Trailing 12 Months  
Capital Gain 5.09% 38% F 64% D
Dividend Return 1.38% 75% C 27% F
Total Return 6.47% 38% F 58% F
Trailing 5 Years  
Capital Gain 78.84% 100% F 68% D+
Dividend Return 15.39% 100% F 39% F
Total Return 94.24% 100% F 66% 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.