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ILCBiShares Morningstar U.S. Equity ETF

Grow my money#311 of 2944 for Grow my money

Seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities.

iShares · Since 2004 (21 years)

Annual Cost

0.03%

#44 out of 5,332 ETFs

Fund Size

$1.1B

#952 out of 5,332 ETFs

Dividend Yield

1.13%

Track Record

21 years

#201 out of 5,332 ETFs

Performance

1 Year

+31.4%

3 Years

+23.1%

5 Years

+12.5%

What's inside

Asset class
Strategy
index tracking
Cap
multi cap

Asset allocation

Stocks
99.8%
Cash
0.2%

Sector breakdown

Technology
33.5%
Financial Services
12.2%
Communication
10.6%
Consumer Cyclical
10.0%
Healthcare
9.6%
Industrials
8.8%
Consumer Defensive
5.1%
Energy
4.0%
Other
6.2%

Top holdings

NVIDIA CorpNVDA7.2%
Apple IncAAPL6.5%
Microsoft CorpMSFT4.8%
Amazon.com IncAMZN3.6%
Alphabet Inc Class AGOOGL2.9%
Alphabet Inc Class CGOOG2.6%
Broadcom IncAVGO2.5%
Meta Platforms Inc Class AMETA2.2%
Tesla IncTSLA1.8%
Berkshire Hathaway Inc Class BBRK-B1.5%

Risk profile

Volatility (1Y)

12.6%

Moderate

Max drawdown

-35.3%

Worst peak-to-trough loss

Sharpe (3Y)

1.22

Excellent risk-adjusted returns

Sortino (3Y)

1.81

Good downside protection

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Data updated on 2026-05-05