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

ETF | Consumer Defensive |

Last Closing

USD 70.62

Change

+0.34 (+0.48)%

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: 2025-05-07 )

Largest Industry Peers for Consumer Defensive

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

+0.13 (+0.16%)

USD 16.07B
FSTA Fidelity® MSCI Consumer Stapl..

+0.03 (+0.06%)

USD 1.33B
KXI iShares Global Consumer Staple..

-0.05 (-0.08%)

USD 0.80B
FXG First Trust Consumer Staples A..

-0.09 (-0.14%)

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..

+0.13 (+0.06%)

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 7.67% 86% B+ 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.67% 86% B+ 84% B
Trailing 12 Months  
Capital Gain 5.31% 38% F 65% D
Dividend Return 1.37% 75% C 28% F
Total Return 6.68% 38% F 61% D-
Trailing 5 Years  
Capital Gain 75.99% 100% F 69% C-
Dividend Return 15.05% 100% F 40% F
Total Return 91.04% 100% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 5.62% 25% F 57% F
Dividend Return 7.44% 25% F 55% F
Total Return 1.82% 75% C 43% F
Risk Return Profile  
Volatility (Standard Deviation) 16.92% 25% F 59% D-
Risk Adjusted Return 43.96% 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.