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IYFiShares U.S. Financials ETF

Grow my money#271 of 2944 for Grow my money

Seeks to track the investment results of an index composed of U.S. equities in the financials sector.

iShares · Since 2000 (25 years)

Annual Cost

0.38%

#1680 out of 5,332 ETFs

Fund Size

$3.3B

#491 out of 5,332 ETFs

Dividend Yield

1.62%

Track Record

25 years

#77 out of 5,332 ETFs

Performance

1 Year

+13.8%

3 Years

+22.2%

5 Years

+11.2%

What's inside

Asset class
Strategy
index tracking
Cap
multi cap

Asset allocation

Stocks
99.8%
Cash
0.2%

Sector breakdown

Financial Services
99.0%
Real Estate
0.6%
Technology
0.3%

Top holdings

Berkshire Hathaway Inc Class BBRK-B11.6%
JPMorgan Chase & CoJPM10.7%
Bank of America CorpBAC4.5%
Wells Fargo & CoWFC4.0%
The Goldman Sachs Group IncGS4.0%
Citigroup IncC3.4%
Morgan StanleyMS3.2%
Charles Schwab CorpSCHW2.7%
BlackRock IncBLK2.5%
S&P Global IncSPGI2.2%

Risk profile

Volatility (1Y)

14.7%

Moderate

Max drawdown

-42.6%

Worst peak-to-trough loss

Sharpe (3Y)

1.06

Excellent risk-adjusted returns

Sortino (3Y)

1.53

Good downside protection

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Data updated on 2026-05-05