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iShares U.S. Oil Equipment & Services ETF (IEZ)
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Upturn Advisory Summary
11/04/2025: 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 -8.09% | Avg. Invested days 36 | 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 11/04/2025 |
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 manufacture and distribute equipment and services related to the exploration, production, and distribution of oil and gas.
Reputation and Reliability
BlackRock is one of the world's largest asset managers and has a strong reputation for providing reliable and well-managed ETFs.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs across various sectors and asset classes.
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: IEZ aims to track the investment results of the Dow Jones U.S. Select Oil Equipment & Services Index.
Composition The ETF holds stocks of companies involved in the manufacturing, distribution, and servicing of oil and gas equipment.
Market Position
Market Share: IEZ holds a notable market share within the oil equipment and services ETF segment, although not the largest.
Total Net Assets (AUM): 156674604.65
Competitors
Key Competitors
- OIH
- XES
- FTXN
- ERX
Competitive Landscape
The oil equipment and services ETF market is dominated by a few major players. IEZ offers a cost-effective and diversified exposure, but competes with larger funds like OIH and XES. OIH tends to be more concentrated in larger cap names, while XES offers more equal weighting.
Financial Performance
Historical Performance: Historical performance data should be obtained from financial data providers and is not available without real-time data access. Past performance is not indicative of future results.
Benchmark Comparison: Benchmark comparison data should be obtained from financial data providers and compared against the Dow Jones U.S. Select Oil Equipment & Services Index and is not available without real-time data access.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, which generally indicates sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting reasonable liquidity in the market.
Market Dynamics
Market Environment Factors
Oil prices, energy demand, geopolitical events, and regulatory changes all impact the performance of IEZ. The cyclical nature of the oil and gas industry is a key factor.
Growth Trajectory
The growth trajectory depends heavily on the global energy outlook and the demand for oil and gas exploration and production services, which can fluctuate significantly.
Moat and Competitive Advantages
Competitive Edge
IEZ benefits from BlackRock's established brand and distribution network, providing access to a broad investor base. Its focused exposure to the oil equipment and services sector offers investors a targeted investment tool. It provides relatively low-cost access to this sector. However, its AUM is smaller than competitors.
Risk Analysis
Volatility
IEZ can exhibit significant volatility due to its concentration in the energy sector and sensitivity to oil prices.
Market Risk
The primary market risk is related to fluctuations in oil and gas prices, impacting the profitability of the companies held in the ETF.
Investor Profile
Ideal Investor Profile
IEZ is suitable for investors who seek targeted exposure to the oil equipment and services sector and are comfortable with the associated risks.
Market Risk
IEZ is more suitable for investors with a higher risk tolerance and a shorter time horizon, especially if they have a bullish outlook on the energy sector. It's not ideal for risk-averse, long-term passive investors.
Summary
The iShares U.S. Oil Equipment & Services ETF (IEZ) provides targeted exposure to U.S. companies in the oil equipment and services sector. Its performance is highly correlated with oil prices and the overall energy market. While IEZ offers a cost-effective way to access this sector, investors should be aware of its volatility and the cyclical nature of the industry. Consider this ETF if you have a strong bullish outlook on the oil and gas sector, and are able to withstand short-term fluctuations. The fund's expense ratio is reasonable, though its asset under management is smaller relative to its competitors.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Investing in ETFs involves risk, including the potential loss of principal.
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.