IYJ:ARCA-iShares U.S. Industrials

ETF | Others | NYSE Arca

Last Closing

USD 155.16

Change

+1.58 (+1.03)%

Market Cap

USD 0.99B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the Dow Jones U.S. Industrials Index composed of U.S. equities in the industrials sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of the industrials sector of the U.S. equity market.

Inception Date: 12/06/2000

Primary Benchmark: DJ US Industrials TR USD

Primary Index: MSCI ACWI NR USD

Gross Expense Ratio: 0.44%

Management Expense Ratio: 0.42 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-08-19 )

Largest Industry Peers for Others

ETFs Containing IYJ

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 18.89% 82% B 83% B
Dividend Return N/A N/A N/A N/A F
Total Return 18.89% 82% B 83% B
Trailing 12 Months  
Capital Gain 18.89% 82% B 80% B-
Dividend Return N/A N/A N/A N/A F
Total Return 18.89% 82% B 80% B-
Trailing 5 Years  
Capital Gain 50.33% 81% B- 79% B-
Dividend Return 4.88% 44% F 42% F
Total Return 55.21% 81% B- 79% B-
Average Annual (5 Year Horizon)  
Capital Gain 6.42% 87% B+ 85% B
Dividend Return 7.40% 84% B 83% B
Total Return 0.99% 42% F 43% F
Risk Return Profile  
Volatility (Standard Deviation) 9.97% 45% F 45% F
Risk Adjusted Return 74.21% 74% C 73% C
Market Capitalization 0.99B 41% F 42% F

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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.