IYYiShares Dow Jones U.S. ETF

Grow my money26y track recordRanked #359 of 2,960 in this goal

Seeks to track the investment results of a broad-based index composed of U.S. equities.

By iShares · Launched 2000

Annual Cost

0.20%

#1,039 of 5,562 · low cost

Fund Size

$3.0B

#580 of 5,562 · large

Return (1Y)Goal

+26.6%

Track Record

26 years

#89 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,456+24.6%

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

Index tracked

Dow Jones US Index

What it actually holds

By weight

Concentration

Top 10 holdings = 35.5% of fund✓ well diversified

NVIDIA CORPORATION

7.3%

APPLE INC.

6.0%

MICROSOFT CORPORATION

5.0%

AMAZON.COM, INC.

3.6%

ALPHABET INC.

3.1%

ALPHABET INC.

2.5%

BROADCOM INC.

2.4%

META PLATFORMS, INC.

2.4%

TESLA, INC.

1.9%

BERKSHIRE HATHAWAY INC.

1.4%

Asset allocation

Stocks

99.8%

Cash

0.2%

By sector

Technology

38.3%

Financial Services

11.2%

Communication

10.1%

Consumer Cyclical

9.9%

Industrials

8.5%

Healthcare

8.4%

Consumer Defensive

4.4%

Energy

3.2%

Other

6.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

12.6%Moderate

Year-on-year price swings

Max drawdown

-34.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.10Strong risk-adjusted returns

Sortino (3Y)

1.60Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the investment results of a broad-based index composed of U.S. equities.
Strategy: Tracks the Dow Jones U.S. Index, which measures the performance of the broad U.S. equity market. Invests primarily in component securities and may use representative sampling to manage the Fund.
Inception date: June 12, 2000
Fund family: iShares