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IYYiShares Dow Jones U.S. ETF

Grow my money26y track recordRanked #363 of 2,992 in this goal

Tracks the investment results of the Dow Jones U.S. Index.

By iShares · Launched 2000

Annual Cost

0.20%

#934 of 5,854 · low cost

Fund Size

$3.0B

#598 of 5,854 · large

Return (1Y)Goal

+18.5%

Track Record

26 years

#87 of 5,854 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,750+17.5%

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

What's inside

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 = 35.7% of fund✓ well diversified

NVIDIA CORPORATION
7.3%
APPLE INC.
6.0%
MICROSOFT CORPORATION
4.6%
AMAZON.COM, INC.
3.9%
ALPHABET INC.
3.4%
BROADCOM INC.
3.0%
ALPHABET INC.
2.7%
META PLATFORMS, INC.
2.0%
TESLA, INC.
1.6%
BERKSHIRE HATHAWAY INC.
1.3%

Asset allocation

Stocks
99.8%
Cash
0.2%

By sector

Technology
37.5%
Financial Services
11.7%
Consumer Cyclical
9.5%
Communication
9.4%
Industrials
9.3%
Healthcare
9.0%
Consumer Defensive
4.4%
Energy
3.1%
Other
6.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.0%Moderate

Year-on-year price swings

Max drawdown
-34.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.99Decent risk-adjusted returns
Sortino (3Y)
1.44Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the investment results of the Dow Jones U.S. Index.
Strategy
Employs a representative sampling indexing strategy to track the performance of U.S. equities in the Dow Jones U.S. Index, which represents the top 95% of U.S.-traded stocks based on float-adjusted market capitalization. Concentrates investments in financial services and technology sectors, aiming for lower costs and better after-tax performance.
Inception date
June 12, 2000
Fund family
iShares

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Data updated on 2026-08-03