IYJ:ARCA-iShares U.S. Industrials (USD)

ETF | Industrials | NYSE Arca

Last Closing

USD 125.32

Change

+1.43 (+1.15)%

Market Cap

USD 0.99B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

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: 2024-03-27 )

Largest Industry Peers for Industrials

ETFs Containing IYJ

N/A

Market Performance

  Market Performance vs. Industry/Classification (Industrials) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 9.58% 100% F 86% B+
Dividend Return 0.21% 67% D+ 18% F
Total Return 9.80% 100% F 86% B+
Trailing 12 Months  
Capital Gain 27.23% 100% F 86% B+
Dividend Return 1.19% 67% D+ 17% F
Total Return 28.42% 100% F 86% B+
Trailing 5 Years  
Capital Gain 92.05% 100% F 81% B-
Dividend Return 5.19% 67% D+ 13% F
Total Return 97.24% 100% F 79% B-
Average Annual (5 Year Horizon)  
Capital Gain 10.49% 67% D+ 88% B+
Dividend Return 11.19% 67% D+ 88% B+
Total Return 0.70% 67% D+ 30% F
Risk Return Profile  
Volatility (Standard Deviation) 21.56% 67% D+ 18% F
Risk Adjusted Return 51.93% 100% F 69% C-
Market Capitalization 0.99B 67% D+ 88% B+

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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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.