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IYGiShares U.S. Financial Services ETF

Grow my money#386 of 2944 for Grow my money

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

iShares · Since 2000 (25 years)

Annual Cost

0.38%

#1680 out of 5,332 ETFs

Fund Size

$1.9B

#676 out of 5,332 ETFs

Dividend Yield

1.18%

Track Record

25 years

#88 out of 5,332 ETFs

Performance

1 Year

+14.1%

3 Years

+22.3%

5 Years

+9.6%

What's inside

Asset class
Strategy
index tracking
Cap
multi cap

Asset allocation

Stocks
99.8%
Cash
0.1%

Sector breakdown

Financial Services
100.0%

Top holdings

Berkshire Hathaway Inc Class BBRK-B13.9%
JPMorgan Chase & CoJPM12.5%
Visa Inc Class AV8.0%
Mastercard Inc Class AMA6.4%
Bank of America CorpBAC5.1%
The Goldman Sachs Group IncGS4.0%
Wells Fargo & CoWFC3.9%
Morgan StanleyMS3.1%
Citigroup IncC3.1%
American Express CoAXP2.6%

Risk profile

Volatility (1Y)

15.8%

Moderate

Max drawdown

-44.3%

Worst peak-to-trough loss

Sharpe (3Y)

1.02

Excellent risk-adjusted returns

Sortino (3Y)

1.47

Good downside protection

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Data updated on 2026-05-05