IEZ ETF Analysis: U.S. Oil Equipment | NYSE

Equity Energy | NYSE, USA | Market Cap: 365m USD | 12M Return: 50.3% | US4642888444 | Charts, Fundamentals & Technical Analysis

Oilfield Equipment, Drilling Services, Well Completion, Energy Infrastructure
Total Rating 54
Safety 58
Buy Signal -0.13
Equity Energy
Category Rotation: -15.5
TER: 0.40%
AUM: 365M
Avg Turnover: 5.41M
Risk 3d forecast
Volatility30.5%
VaR 5th Pctl5.36%
VaR vs Median-2.25%
Reward TTM
Sharpe Ratio1.40
Rel. Str. IBD71.7
Rel. Str. Peer Group10.7
Character TTM
Beta0.945
Beta Downside1.269
Hurst Exponent0.560
Drawdowns 3y
Max DD39.40%
CAGR/Max DD0.16
CAGR/Mean DD0.44

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 11.6 years of data

Jan +3.9% 21
Feb +1.9% 8
Mar +0.4% 7
Apr -2.2% 20
May -0.1% 5
Jun -0.2% 7
Jul +0.6% 20
Aug -4.2% 43
Sep +0.3% 0
Oct -2.2% 24
Nov +2.1% 0
Dec +0.9% 11

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: IEZ U.S. Oil Equipment

The iShares U.S. Oil Equipment & Services ETF (IEZ) is a small-cap, non-diversified equity fund that tracks the performance of the U.S. oil equipment and services sector. The fund invests at least 80% of its assets in the component securities of its underlying index, with the remaining portion potentially allocated to futures, options, swap contracts, and cash equivalents.

The oil equipment and services sector encompasses companies that supply drilling rigs, well completion equipment, pressure pumping services, and other technologies used by upstream oil and gas producers. Because these companies derive revenue from exploration and production activity, the sector is typically highly cyclical and sensitive to fluctuations in crude oil prices and capital spending plans by energy producers.

Headlines to Watch Out For
  • WTI crude prices swing rig count demand
  • Shale capital discipline caps U.S. drilling activity
  • Federal methane rules raise service compliance costs
What is the price of IEZ shares?

As of September 22, 2026, the stock is trading at USD 27.97 with a total of 155,521 shares traded. Over the past week, the price has changed by -1.18%, over one month by -5.47%, over three months by +0.67% and over the past year by +50.33%.

Current recommended Stop Loss: 26.00 (which is 7% or 2.7 ATR below the current price).

Is IEZ a buy, sell or hold?

U.S. Oil Equipment has no consensus analysts rating.