IYC:ARCA-iShares U.S. Consumer Services

ETF | Consumer Cyclical | NYSE Arca

Last Closing

USD 190.96

Change

0.00 (0.00)%

Market Cap

USD 0.84B

Volume

0.01M

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. Consumer Services Index composed of U.S. equities in the consumer services 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 consumer services sector of the U.S. equity market.

Inception Date: 12/06/2000

Primary Benchmark: DJ US Consumer Svcs TR USD

Primary Index: MSCI ACWI NR USD

Gross Expense Ratio: 0.44%

Management Expense Ratio: 0.43 %

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: 2019-01-12 )

Largest Industry Peers for Consumer Cyclical

Symbol Name Mer Price(Change) Market Cap
XLY SPDR Select Sector Fund - Cons.. 0.13 %

+0.56 (+0.50%)

USD 12.32B
VCR Vanguard Consumer Discretion 0.10 %

+0.51 (+0.30%)

USD 2.73B
ITB iShares U.S. Home Construction 0.43 %

N/A

USD 1.49B
XHB SPDR Series Trust Homebuilders 0.35 %

-0.41 (-1.07%)

USD 0.66B
FDIS Fidelity MSCI Consumer Discret.. 0.08 %

+0.14 (+0.32%)

USD 0.65B
XRT SPDR S&P Retail 0.35 %

-0.18 (-0.40%)

USD 0.33B
FXD First Trust Cons. Discret. Alp.. 0.64 %

+0.01 (+0.03%)

USD 0.32B
RXI iShares Global Consumer Discre.. 0.47 %

+0.63 (+0.56%)

USD 0.21B
RCD Invesco S&P 500 Equal Weight C.. 0.40 %

+0.02 (+0.02%)

USD 0.11B
RTH VanEck Vectors Retail 0.35 %

+0.62 (+0.60%)

USD 0.08B

ETFs Containing IYC

SCC ProShares UltraShort Cons.. 4.64 % 0.95 %

-0.02 (-0.09%)

USD 1.07M

Market Performance

  Market Performance vs. Industry/Classification (Consumer Cyclical) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.56% 24% F 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.56% 24% F 58% F
Trailing 12 Months  
Capital Gain 0.47% 87% B+ 82% B-
Dividend Return 0.85% 40% F 13% F
Total Return 1.32% 87% B+ 76% C
Trailing 5 Years  
Capital Gain 57.43% 86% B 86% B
Dividend Return 6.18% 43% F 19% F
Total Return 63.61% 86% B 84% B
Average Annual (5 Year Horizon)  
Capital Gain 12.02% 87% B+ 83% B
Dividend Return 13.08% 73% C 81% B-
Total Return 1.06% 47% F 21% F
Risk Return Profile  
Volatility (Standard Deviation) 8.34% 80% B- 75% C
Risk Adjusted Return 156.78% 93% A 97% A+
Market Capitalization 0.84B 88% B+ 53% 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 market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Below median total returns

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