ducovest

IYC:ARCA-iShares U.S. Consumer Services

ETF | Consumer Cyclical | NYSE Arca

Last Closing

USD 217.14

Change

+1.25 (+0.58)%

Market Cap

USD 0.84B

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. 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.

Company Website : www.ishares.com

Currency: USD

Country : USA

Inception Date: 12/06/2000

Primary Benchmark: DJ US Consumer Svcs Capped 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 Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-06-18 )

Largest Industry Peers for Consumer Cyclical

Symbol Name Mer Price(Change) Market Cap
XLY Consumer Discretionary Select .. 0.13 %

-2.95 (-1.67%)

 USD 20.06B
VCR Vanguard Consumer Discretionar.. 0.10 %

-5.26 (-1.73%)

 USD 6.29B
XHB SPDR® S&P Homebuilders ETF 0.35 %

-1.36 (-1.30%)

 USD 2.01B
FXD First Trust Consumer Discretio.. 0.64 %

-0.76 (-1.27%)

 USD 1.61B
FDIS Fidelity® MSCI Consumer Discr.. 0.08 %

-1.34 (-1.69%)

 USD 1.41B
XRT SPDR® S&P Retail ETF 0.35 %

-0.95 (-1.32%)

 USD 0.42B
PEJ Invesco Dynamic Leisure and En.. 0.63 %

-0.52 (-1.17%)

 USD 0.30B
RXI iShares Global Consumer Discre.. 0.46 %

-1.86 (-1.16%)

 USD 0.26B
IBUY Amplify Online Retail ETF 0.65 %

-1.37 (-2.50%)

 USD 0.18B
ONLN ProShares Online Retail 0.58 %

-0.68 (-1.77%)

 USD 0.10B

ETFs Containing IYC

SCC ProShares UltraShort Cons.. 0.00 % 0.95 %

+0.52 (+3.31%)

 USD 1.32M

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 20.03% 76% C+ 79% B-
Dividend Return 0.44% 89% A- 16% F
Total Return 20.48% 76% C+ 76% C+
Trailing 12 Months  
Capital Gain 9.38% 100% F 83% B
Dividend Return 1.02% 67% D+ 16% F
Total Return 10.40% 100% F 78% C+
Trailing 5 Years  
Capital Gain 75.86% 86% B+ 88% B+
Dividend Return 6.52% 50% F 21% F
Total Return 82.38% 86% B+ 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 10.98% 87% B+ 83% B
Dividend Return 12.03% 80% B- 81% B-
Total Return 1.05% 47% F 22% F
Risk Return Profile  
Volatility (Standard Deviation) 8.16% 80% B- 74% C
Risk Adjusted Return 147.37% 93% A 97% N/A
Market Capitalization 0.84B 90% A- 58% 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:
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.

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.

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.

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.

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.