(IYK) iShares US Consumer Staples - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US4642878122 • Consumer Defensive
IYK: Food, Beverages, Household, Personal, Care, Products
The iShares US Consumer Staples ETF, listed on the NYSE ARCA under the ticker IYK, is designed to track the performance of the consumer staples sector within the US equity market. By investing at least 80% of its assets in the component securities of its underlying index, the fund provides exposure to a specific segment of the market. This underlying index serves as a benchmark, measuring the overall performance of companies operating in the consumer staples sector, which includes businesses involved in the production and distribution of essential goods and services.
As a non-diversified fund, the iShares US Consumer Staples ETF may have a more concentrated portfolio compared to diversified funds, which can result in higher volatility. However, this focus also allows investors to gain targeted exposure to the consumer staples sector, potentially benefiting from the relatively stable demand for essential goods and services. The fund is managed by BlackRock, one of the largest asset managers in the world, and more information about the fund can be found on the iShares website at http://www.ishares.com. With its domicile in the United States and an ISIN of US4642878122, the iShares US Consumer Staples ETF is classified as an exchange-traded fund (ETF) within the consumer defensive category.
By investing in the iShares US Consumer Staples ETF, investors can gain access to a broad range of companies operating in the consumer staples sector, including household names and industry leaders. This can provide a convenient way to diversify a portfolio and tap into the potential growth and income opportunities offered by this sector. As with any investment, it's essential to evaluate the fund's objectives, risks, and fees before making an investment decision. The fund's ETF structure allows for transparency, flexibility, and cost-efficiency, making it an attractive option for investors seeking to incorporate consumer staples exposure into their investment portfolios.
Additional Sources for IYK ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
IYK ETF Overview
Market Cap in USD | 1,251m |
Category | Consumer Defensive |
TER | 0.40% |
IPO / Inception | 2000-06-12 |
IYK ETF Ratings
Growth 5y | 72.5% |
Fundamental | - |
Dividend | 67.8% |
Rel. Strength Industry | -81.2 |
Analysts | - |
Fair Price Momentum | 61.82 USD |
Fair Price DCF | - |
IYK Dividends
Dividend Yield 12m | 2.65% |
Yield on Cost 5y | 4.28% |
Annual Growth 5y | 15.97% |
Payout Consistency | 96.8% |
IYK Growth Ratios
Growth Correlation 3m | -71.3% |
Growth Correlation 12m | 64% |
Growth Correlation 5y | 90.4% |
CAGR 5y | 10.04% |
CAGR/Mean DD 5y | 2.27 |
Sharpe Ratio 12m | -0.01 |
Alpha | -17.56 |
Beta | 0.76 |
Volatility | 14.31% |
Current Volume | 93.2k |
Average Volume 20d | 128.2k |
As of January 23, 2025, the stock is trading at USD 64.87 with a total of 93,200 shares traded.
Over the past week, the price has changed by +1.36%, over one month by -1.38%, over three months by -6.52% and over the past year by +5.10%.
Yes. Based on ValueRay Analyses, iShares US Consumer Staples (NYSE ARCA:IYK) is currently (January 2025) a good stock to buy. It has a ValueRay Growth Rating of 72.48 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IYK as of January 2025 is 61.82. This means that IYK is currently overvalued and has a potential downside of -4.7%.
iShares US Consumer Staples has no consensus analysts rating.
According to ValueRays Forecast Model, IYK iShares US Consumer Staples will be worth about 68.2 in January 2026. The stock is currently trading at 64.87. This means that the stock has a potential upside of +5.13%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 68.2 | 5.1% |