IYGiShares U.S. Financial Services ETF

Grow my money26y track recordRanked #388 of 2,966 in this goal

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

By iShares · Launched 2000

Annual Cost

0.38%

#1,875 of 5,568 · low cost

Fund Size

$1.9B

#766 of 5,568 · large

Return (1Y)Goal

+13.2%

Track Record

26 years

#89 of 5,568 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,712+17.1%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Index tracking

Sector

Financials

Index tracked

Dow Jones US Financial Services Index

What it actually holds

By weight

Concentration

Top 10 holdings = 61.0% of fundconcentrated

BERKSHIRE HATHAWAY INC.

12.7%

JPMORGAN CHASE & CO.

12.0%

VISA INC.

7.8%

MASTERCARD INCORPORATED.

6.4%

BANK OF AMERICA CORPORATION

5.1%

WELLS FARGO & COMPANY

4.1%

THE GOLDMAN SACHS GROUP, INC.

4.0%

MORGAN STANLEY

3.2%

CITIGROUP INC.

3.0%

AMERICAN EXPRESS COMPANY

2.7%

Asset allocation

Stocks

99.9%

Cash

0.1%

By sector

Financial Services

100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

15.6%Moderate

Year-on-year price swings

Max drawdown

-44.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.04Strong risk-adjusted returns

Sortino (3Y)

1.50Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the investment results of an index composed of U.S. equities in the financial services sector.
Strategy: Tracks the Dow Jones U.S. Financial Services Index, which measures the performance of the financial services sector of the U.S. equity market. The Fund invests primarily in component securities of the Underlying Index and may use representative sampling to manage the Fund.
Inception date: June 12, 2000
Fund family: iShares