IYJiShares U.S. Industrials ETF

Grow my money26y track recordRanked #400 of 2,960 in this goal

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

By iShares · Launched 2000

Annual Cost

0.38%

#1,874 of 5,562 · low cost

Fund Size

$1.8B

#795 of 5,562 · large

Return (1Y)Goal

+18.4%

Track Record

26 years

#89 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,607+16.1%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Index tracking

Sector

Industrials

Index tracked

Russell 1000 Industrials 40 Act 15/22.5 Daily Capped Index

What it actually holds

By weight

Concentration

Top 10 holdings = 35.6% of fund✓ well diversified

VISA INC.

7.0%

MASTERCARD INCORPORATED.

5.6%

GENERAL ELECTRIC COMPANY

4.1%

CATERPILLAR INC.

3.9%

RTX CORPORATION

3.5%

GE VERNOVA INC.

2.6%

AMERICAN EXPRESS COMPANY

2.5%

THE BOEING COMPANY

2.3%

ACCENTURE PUBLIC LIMITED COMPANY

2.1%

HONEYWELL INTERNATIONAL INCORPORATION

1.9%

Asset allocation

Stocks

99.8%

Cash

0.2%

By sector

Industrials

69.0%

Financial Services

17.0%

Technology

7.8%

Basic Materials

4.1%

Consumer Cyclical

1.6%

Healthcare

0.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

15.6%Moderate

Year-on-year price swings

Max drawdown

-40.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.85Decent risk-adjusted returns

Sortino (3Y)

1.25Good downside protection

Where to buy

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks to track the investment results of an index composed of U.S. equities in the industrials sector.
Strategy: Tracks the Russell 1000 Industrials 40 Act 15/22.5 Daily Capped Index, which measures the performance of large- and mid-cap U.S. companies in the industrials sector. The Fund invests primarily in component securities of the Underlying Index, using a representative sampling strategy to maintain similar investment characteristics.
Inception date: June 12, 2000
Fund family: iShares