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Upturn AI SWOT - About
iShares U.S. Oil Equipment & Services ETF (IEZ)
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Upturn Advisory Summary
09/15/2025: IEZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -5.43% | Avg. Invested days 38 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.3 | 52 Weeks Range 14.33 - 23.52 | Updated Date 06/30/2025 |
52 Weeks Range 14.33 - 23.52 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares U.S. Oil Equipment & Services ETF
ETF Overview
Overview
The iShares U.S. Oil Equipment & Services ETF (IEZ) seeks to track the investment results of an index composed of U.S. equities in the oil equipment and services sector. It offers exposure to companies that provide equipment and services to the oil and gas industry, aiming to reflect the performance of this specific segment of the energy market.
Reputation and Reliability
iShares, managed by BlackRock, is a well-established and reputable ETF provider with a long track record in the market.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs across various asset classes and sectors, including energy.
Investment Objective
Goal
To track the investment results of an index composed of U.S. equities in the oil equipment and services sector.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the Dow Jones U.S. Oil Equipment & Services Index.
Composition The ETF primarily holds stocks of companies involved in providing equipment and services to the oil and gas industry.
Market Position
Market Share: Data on the exact market share fluctuates and requires real-time data updates from financial data providers.
Total Net Assets (AUM): 168794716.6
Competitors
Key Competitors
- OIH
- XES
- FTXN
Competitive Landscape
The oil equipment and services ETF market is dominated by a few key players. IEZ faces competition from larger ETFs like OIH and XES, which have greater AUM and liquidity. IEZ offers a more targeted exposure but suffers from lower AUM, which can lead to wider bid-ask spreads. IEZ may be chosen for its specific index tracking. FTXN provides 3X Leveraged exposure.
Financial Performance
Historical Performance: Historical financial performance data requires real-time data updates from financial data providers.
Benchmark Comparison: Benchmark comparisons require specific historical performance data, which should be obtained from financial data providers.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
The average trading volume of IEZ is relatively moderate, which is appropriate for some investors.
Bid-Ask Spread
The bid-ask spread for IEZ can fluctuate based on market conditions but tends to be wider compared to larger, more liquid ETFs.
Market Dynamics
Market Environment Factors
The performance of IEZ is significantly influenced by oil prices, exploration and production activity, and technological advancements in the oil and gas industry. Geopolitical events and regulatory changes also impact the sector.
Growth Trajectory
The growth trajectory of IEZ is tied to the cyclical nature of the oil and gas industry. Fluctuations in oil prices and changes in energy demand influence the ETF's holdings and performance.
Moat and Competitive Advantages
Competitive Edge
IEZ's advantage lies in its targeted exposure to U.S. oil equipment and services companies, appealing to investors seeking specific sector exposure. However, it faces challenges from larger competitors with greater liquidity. The specific index tracked provides a defined market segment. Blackrock's name can also inspire some confidence.
Risk Analysis
Volatility
IEZ's volatility is high due to its concentration in the oil equipment and services sector, making it sensitive to fluctuations in oil prices and related market conditions.
Market Risk
Specific risks include commodity price volatility, regulatory changes impacting the energy sector, and technological disruptions affecting oil and gas exploration and production.
Investor Profile
Ideal Investor Profile
IEZ is suitable for investors who have a strong conviction in the long-term prospects of the oil equipment and services sector and are willing to accept higher volatility.
Market Risk
IEZ is suitable for investors with a higher risk tolerance seeking tactical exposure to the oil and gas industry, and not necessarily for passive index followers looking for broad market exposure.
Summary
The iShares U.S. Oil Equipment & Services ETF (IEZ) provides targeted exposure to U.S. companies involved in providing equipment and services to the oil and gas industry. Its performance is closely linked to oil prices and industry dynamics. However, its smaller AUM and higher volatility may not suit all investors. IEZ serves best for investors who are bullish in this specific sector and prepared to accept high fluctuations, and should weigh it against other competing ETFs with better liquidity such as OIH or XES.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares official website
- Bloomberg
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered as financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share and performance data are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares U.S. Oil Equipment & Services ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of the oil equipment and services sector of the U.S. equity market. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.