IYGiShares U.S. Financial Services ETF
Tracks the investment results of an index composed of U.S. equities in the financial services sector.
By iShares · Launched 2000
Annual Cost
0.38%
#1,831 of 5,861 · low cost
Fund Size
$2.0B
#772 of 5,861 · large
Return (1Y)Goal
+10.1%
Track Record
26 years
#87 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,288+12.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Index tracking
Sector
FinancialsIndex tracked
Dow Jones US Financial Services Index
What it actually holds
By weightConcentration
Top 10 holdings = 62.2% of fundconcentrated
BERKSHIRE HATHAWAY INC.
12.9%
JPMORGAN CHASE & CO.
12.5%
VISA INC.
8.2%
MASTERCARD INCORPORATED
6.1%
BANK OF AMERICA CORPORATION
5.3%
THE GOLDMAN SACHS GROUP, INC.
4.1%
WELLS FARGO & COMPANY
3.8%
MORGAN STANLEY
3.4%
CITIGROUP INC.
3.3%
AMERICAN EXPRESS COMPANY
2.6%
Asset allocation
Stocks
99.8%
Cash
0.2%
By sector
Financial Services
100.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
15.9%Moderate
Year-on-year price swings
Max drawdown
-44.3%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.95Decent risk-adjusted returns
Sortino (3Y)
1.36Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the investment results of an index composed of U.S. equities in the financial services sector.
- Strategy
- Seeks to track the investment results of the Dow Jones U.S. Financial Services Index, which includes large-, mid-, and small-cap U.S. companies in the financial services sector. Uses a representative sampling indexing strategy to manage the Fund, investing at least 80% of assets in the index components.
- Inception date
- June 12, 2000
- Fund family
- iShares
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Data updated on 2026-08-04