IShares Oil Competition

Etfs . USA . 
Etf . iShares Oil Gas
IEO Etf  USD 103.07  2.74  2.73%   
iShares Oil Gas competes with Barloworld, Morningstar Unconstrained, High-yield Municipal, Thrivent High, and T Rowe; as well as few others. Analyzing IShares Oil competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of IShares Oil to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out IShares Oil Correlation with its peers.

IShares Oil vs AMPL Correlation

Very good diversification

The correlation between iShares Oil Gas and AMPL is -0.25 (i.e., Very good diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding iShares Oil Gas and AMPL in the same portfolio, assuming nothing else is changed.

Moving together with IShares Etf

  0.85XLE Energy Select Sector Aggressive PushPairCorr
  0.86VDE Vanguard Energy IndexPairCorr
  0.99XOP SPDR SP OilPairCorr
  0.76OIH VanEck Oil ServicesPairCorr
  0.86IYE iShares Energy ETFPairCorr
Specify up to 10 symbols:
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of IShares Oil's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
102.05103.65105.25
Details
Intrinsic
Valuation
LowRealHigh
88.5990.19113.38
Details
Naive
Forecast
LowNextHigh
101.08102.68104.28
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
86.0593.02100.00
Details

IShares Oil Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between IShares Oil and its competitors represents the degree of relationship between the price movements of corresponding etfs. A correlation of about +1.0 implies that the price of IShares and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of iShares Oil Gas does not affect the price movement of the other competitor.

High positive correlations

RRTLX
+ 0.97
MSTSX
ABHYX
+ 0.89
BRRAY
XTWO
+ 0.89
RRTLX
XTWO
+ 0.88
LBHIX
KLKNF
+ 0.88
RRTLX
RRTLX
+ 0.86
BRRAY
  

High negative correlations

AMPL
- 0.47
KLKNF
AMPL
- 0.31
RRTLX
AMPL
- 0.3
LBHIX
AMPL
- 0.29
MSTSX
AMPL
- 0.28
XTWO
AMPL
- 0.18
KNF

IShares Oil Constituents Risk-Adjusted Indicators

There is a big difference between IShares Etf performing well and IShares Oil ETF doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze IShares Oil's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
BRRAY  5.76  2.10  0.18  1.11  3.11 
(29.13)
 17.76 
(10.94)
 120.98 
MSTSX  0.64  0.16  0.13  1.29  0.40 
(0.79)
 0.93 
(1.01)
 12.28 
ABHYX  0.08  0.00 (0.29) 0.37  0.00 
(0.17)
 0.23 
(0.12)
 0.92 
LBHIX  0.13  0.03 (0.32) 0.35  0.00 
(0.24)
 0.24 
(0.18)
 2.20 
RRTLX  0.28  0.04 (0.03) 0.19  0.08 
(0.35)
 0.58 
(0.49)
 3.30 
XTWO  0.05  0.01 (1.23) 0.36  0.00 
(0.06)
 0.12 
(0.08)
 0.27 
KNF  2.11  0.41  0.12 (1.24) 2.23 
(2.48)
 5.34 
(3.57)
 16.62 
KLKNF  2.40  1.31  0.00 (2.06) 0.00 
 0.00 
 3.58 
 0.00 
 56.35 
GBEN  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
AMPL  3.71  0.18  0.00 (0.06) 3.93 
(5.19)
 10.26 
(7.81)
 21.47 

IShares Oil Competitive Analysis

The better you understand IShares Oil competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, IShares Oil's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across IShares Oil's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
IEO BRRAY MSTSX ABHYX LBHIX RRTLX XTWO KNF KLKNF GBEN
 2.73 
 103.07 
IShares
 0.00 
 15.50 
Barloworld
 0.89 
 11.12 
Morningstar
 0.11 
 8.77 
High-yield
 0.17 
 17.21 
Thrivent
 0.86 
 12.93 
RRTLX
 0.20 
 49.48 
Bondbloxx
 0.68 
 76.24 
Knife
 1.54 
 12.49 
Klöckner
 0.00 
 0.0001 
Global
Market Volatility
(90 Days Market Risk)
Very steady
Risky
Not too volatile
Very steady
Very steady
Very steady
Very steady
Very steady
Slightly risky
Very steady
Market Performance
(90 Days Performance)
Fair
Fair
Good
Fair
Good
Good
Solid
Mild
Good
Weakest
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Small
Current Valuation
(Equity Enterprise Value)
Over Valued
Over Valued
Under Valued
Over Valued
Over Valued
Fairly Valued
Over Valued
Under Valued
Over Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Strong Buy
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Cautious Hold
Strong Buy
Strong Sell
Strong Sell
Strong Hold
Strong Sell
Strong Sell
Hold
Strong Sell
Current Ratio
N/A
1.49
N/A
N/A
N/A
N/A
N/A
N/A
2.0
0.01
Net Asset
874.15 M
54.41 B
116.1 M
558 M
788.44 M
1.46 B
35.17 M
2.85 B
3.88 B
1.42 K
EBITDA
N/A
2.77 B
N/A
N/A
N/A
N/A
N/A
463.11 M
897.75 M
N/A
Operating Margin
N/A
0.1
N/A
N/A
N/A
N/A
N/A
0.18
0.0488
N/A
Five Year Return
22.4
3.98
9.05
0.91
4.0
0.0406
N/A
N/A
N/A
N/A
One Year Return
-0.5
N/A
17.14
3.55
7.95
0.067
5.0
N/A
N/A
N/A
Beta
0.61
0.63
N/A
N/A
N/A
N/A
0.29
0.65
2.05
-0.13
Number Of Employees
15
36
1
1
1
1
N/A
4.76 K
7.33 K
N/A
Three Year Return
1.9
N/A
12.9
3.59
8.04
0.0491
4.3
N/A
N/A
N/A
Cash Flow From Operations
N/A
1.89 B
N/A
N/A
N/A
N/A
N/A
322.32 M
(305.77 M)
(30.97 K)
Total Debt
N/A
8.64 B
N/A
N/A
N/A
N/A
N/A
726.76 M
434.05 M
78.56 K
Bond Positions Weight
N/A
N/A
22.72
2.0
92.23
14.43
N/A
N/A
N/A
N/A
Holdings Turnover
N/A
N/A
269.0
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Return On Asset
N/A
0.047
N/A
N/A
N/A
N/A
N/A
0.0541
0.0697
N/A
Current Liabilities
N/A
13.9 B
N/A
N/A
N/A
N/A
N/A
N/A
856 M
368 K
Debt To Equity
N/A
0.68
N/A
N/A
N/A
N/A
N/A
N/A
0.54
0.21
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
6.71
N/A
N/A
Shares Owned By Institutions
N/A
N/A
N/A
N/A
N/A
N/A
N/A
96.75
25.46
N/A
Market Capitalization
N/A
955.54 M
50.36 M
N/A
N/A
N/A
N/A
4.32 B
1.04 B
7
Price To Earning
18.32
9.18
N/A
N/A
35.48
18.25
N/A
N/A
1.77
-0.01
Price To Sales
1.13
0.0285
N/A
N/A
1.23
1.57
N/A
1.42
0.0995
N/A
Net Income
N/A
2.04 B
N/A
N/A
N/A
N/A
N/A
201.68 M
618.97 M
(684.62 K)
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.3
28.8
N/A
Revenue
N/A
39.38 B
N/A
N/A
N/A
N/A
N/A
2.9 B
7.44 B
N/A
Year To Date Return
N/A
N/A
2.37
0.41
0.59
-0.0211
N/A
N/A
N/A
N/A
Working Capital
N/A
11.95 B
N/A
N/A
N/A
N/A
N/A
617.63 M
1.19 B
(368 K)
Profit Margin
N/A
0.0519
N/A
N/A
N/A
N/A
N/A
0.0487
0.0458
N/A
Price To Book
1.7
0.99
N/A
N/A
1.58
2.13
N/A
2.71
0.45
0.79
Current Valuation
N/A
1.11 B
N/A
N/A
N/A
N/A
N/A
5.56 B
1.84 B
13.35 K
Retained Earnings
N/A
13.37 B
N/A
N/A
N/A
N/A
N/A
867.55 M
214 M
(1.36 M)
Current Asset
N/A
25.84 B
N/A
N/A
N/A
N/A
N/A
N/A
2.05 B
N/A
Equity Positions Weight
99.63
N/A
61.63
N/A
0.07
38.52
N/A
N/A
N/A
N/A
Cash Position Weight
N/A
N/A
14.28
0.1
6.56
7.22
N/A
N/A
N/A
N/A
Shares Outstanding
N/A
185.7 M
N/A
N/A
N/A
N/A
N/A
56.66 M
99.75 M
74.17 K
Annual Yield
N/A
0.0543
0.0223
0.0041
0.062
0.0288
N/A
N/A
0.11
N/A
Return On Equity
N/A
0.0588
N/A
N/A
N/A
N/A
N/A
0.0971
0.23
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
2.2
N/A
Book Value Per Share
N/A
99.76
N/A
N/A
N/A
N/A
N/A
28.36
21.3
-4.96
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
2.96 M
N/A
N/A
Minimum Initial Investment
N/A
N/A
N/A
N/A
2 K
N/A
N/A
N/A
N/A
N/A
Total Asset
874.15 M
54.41 B
215.11 M
218.83 M
481.72 M
1.03 B
35.17 M
2.85 B
3.88 B
1.42 K
Last Dividend Paid
0.3
4.6
N/A
0.03
0.02
0.14
N/A
N/A
1.0
N/A
Target Price
N/A
7.68
N/A
N/A
N/A
N/A
N/A
96.0
N/A
N/A
Price To Earnings To Growth
N/A
N/A
N/A
N/A
N/A
N/A
N/A
1.46
0.38
N/A
Earnings Per Share
N/A
0.35
N/A
N/A
N/A
N/A
N/A
2.61
4.23
N/A
Ten Year Return
10.0
N/A
N/A
4.84
6.0
5.76
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
5.11 B
N/A
N/A
N/A
N/A
N/A
281.13 M
225.12 M
N/A
Cash Per Share
N/A
25.52
N/A
N/A
N/A
N/A
N/A
N/A
2.26
N/A
Gross Profit
N/A
5.12 B
N/A
N/A
N/A
N/A
N/A
549.39 M
1.9 B
N/A
Day Typical Price
102.47
15.5
11.12
8.77
17.21
12.93
49.47
76.09
12.69
1.0E-4
Accumulation Distribution
1433.02
N/A
N/A
N/A
N/A
N/A
8.0E-4
0.0262
94.81
N/A
Market Facilitation Index
0.0
N/A
N/A
N/A
N/A
N/A
0.04
2.02
3.0E-4
N/A
Daily Balance Of Power
1.175966
0.0
0
9.2 T
9.2 T
9.2 T
2.5
(0.26)
0.3115
0.0
Period Momentum Indicator
2.74
N/A
(0.10)
0.01
0.03
0.11
0.1
(0.52)
0.19
N/A
Rate Of Daily Change
1.03
1.0
0.99
1.0
1.0
1.01
1.0
0.99
1.02
1.0
Day Median Price
102.18
15.5
11.12
8.77
17.21
12.93
49.46
76.01
12.8
1.0E-4
Price Action Indicator
2.26
N/A
(0.05)
0.005
0.015
0.055
0.07
(0.03)
(0.21)
N/A
Coefficient Of Variation
694.92
696.63
820.93
959.72
592.44
568.05
351.62
735.76
535.47
N/A
Mean Deviation
1.29
5.76
0.6394
0.0767
0.1272
0.2792
0.0479
2.11
2.4
N/A
Jensen Alpha
0.1845
2.1
0.1582
0.0031
0.0279
0.0401
0.0059
0.4074
1.31
N/A
Total Risk Alpha
0.0607
0.6975
0.0236
(0.01)
0.009
0.0241
0.0015
0.097
0.5886
N/A
Sortino Ratio
0.0908
0.1836
0.125
(0.29)
(0.32)
(0.03)
(1.23)
0.12
N/A
N/A
Downside Variance
2.25
141.44
0.5058
0.0686
0.0188
0.1406
0.0034
6.38
N/A
N/A
Standard Deviation
1.57
15.84
1.47
0.1341
0.2722
0.4425
0.0618
2.89
6.81
N/A
Kurtosis
(0.32)
49.11
44.37
5.34
39.35
13.43
0.6725
1.57
40.47
N/A
Potential Upside
2.95
17.76
0.9259
0.2291
0.2395
0.5785
0.1223
5.34
3.58
N/A
Treynor Ratio
0.5477
1.11
1.29
0.3714
0.3549
0.1946
0.3557
(1.24)
(2.06)
N/A
Maximum Drawdown
6.27
120.98
12.28
0.9164
2.2
3.3
0.2652
16.62
56.35
N/A
Variance
2.46
250.83
2.15
0.018
0.0741
0.1958
0.0038
8.35
46.4
N/A
Market Risk Adjusted Performance
0.5577
1.12
1.3
0.3814
0.3649
0.2046
0.3657
(1.23)
(2.05)
N/A
Risk Adjusted Performance
0.1208
0.1252
0.1027
0.0339
0.1164
0.1336
0.1088
0.1167
0.1593
N/A
Skewness
(0.06)
6.58
6.06
(0.46)
5.63
2.44
0.342
0.2871
6.12
N/A
Semi Deviation
1.32
3.11
0.3951
0.0
0.0
0.0847
0.0
2.23
N/A
N/A
Information Ratio
0.0868
0.1379
0.0607
(0.56)
(0.16)
(0.03)
(1.17)
0.1049
0.1736
N/A
Value At Risk
(2.15)
(10.94)
(1.01)
(0.12)
(0.18)
(0.49)
(0.08)
(3.57)
N/A
N/A
Expected Short fall
(1.40)
(29.13)
(0.79)
(0.17)
(0.24)
(0.35)
(0.06)
(2.48)
N/A
N/A
Downside Deviation
1.5
11.89
0.7112
0.262
0.1371
0.375
0.0586
2.53
N/A
N/A
Semi Variance
1.74
9.68
0.1561
(0)
(0.04)
0.0072
(0.02)
4.95
N/A
N/A

IShares Oil Competition Performance Charts

Five steps to successful analysis of IShares Oil Competition

IShares Oil's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by iShares Oil Gas in relation to its competition. IShares Oil's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of IShares Oil in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact IShares Oil's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to iShares Oil Gas, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your IShares Oil position

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When determining whether iShares Oil Gas offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of IShares Oil's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Ishares Oil Gas Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Ishares Oil Gas Etf:
How To Invest In IShares
Details
ETF Directory
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Largest Sector ETFs Companies
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Largest Energy ETFs Companies
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Check out IShares Oil Correlation with its peers.
You can also try the Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.
Investors evaluate iShares Oil Gas using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating IShares Oil's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. External factors like market trends, sector rotation, and investor psychology can cause IShares Oil's market price to deviate significantly from intrinsic value.
Beneish
M Score
Details
Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
Details
Please note, there is a significant difference between IShares Oil's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Oil is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Conversely, IShares Oil's market price signifies the transaction level at which participants voluntarily complete trades.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
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