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

Equity Energy | NYSE, USA | Market Cap: 356m USD | 12M Return: 49.4% | Charts, Fundamentals & Technical Analysis

Oilfield Equipment, Drilling Services, Well Completion, Energy Infrastructure
Total Rating 58
Safety 69
Buy Signal -0.70
Equity Energy
Category Rotation: +19.3
TER: 0.40%
AUM: 356M
Avg Turnover: 5.93M
Risk 3d forecast
Volatility27.4%
VaR 5th Pctl4.86%
VaR vs Median-1.72%
Reward TTM
Sharpe Ratio1.46
Rel. Str. IBD65.4
Rel. Str. Peer Group10
Character TTM
Beta1.021
Beta Downside1.421
Hurst Exponent0.537
Drawdowns 3y
Max DD40.26%
CAGR/Max DD0.17
CAGR/Mean DD0.48

Warnings

Fakeout

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +4.7% 28
Feb +0.3% 2
Mar -1.8% 0
Apr -4.4% 30
May +0.7% 2
Jun -0.5% 13
Jul +2.3% 21
Aug -4.6% 49
Sep -0.4% 11
Oct -2.2% 19
Nov -0.8% 11
Dec +0.5% 5

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 July 28, 2026, the stock is trading at USD 27.91 with a total of 143,293 shares traded. Over the past week, the price has changed by +3.99%, over one month by +3.45%, over three months by -11.40% and over the past year by +49.35%.

Current recommended Stop Loss: 25.90 (which is 7.2% or 2.8 ATR below the current price).

Is IEZ a buy, sell or hold?

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