IYZiShares U.S. Telecommunications ETF

Grow my money26y track recordRanked #290 of 2,992 in this goal

Tracks the investment results of the Russell 1000 Telecommunications RIC 22.5/45 Capped Index.

By iShares · Launched 2000

Annual Cost

0.38%

#1,824 of 5,854 · low cost

Fund Size

$1.2B

#1,019 of 5,854 · large

Return (1Y)Goal

+40.7%

Track Record

26 years

#76 of 5,854 · established

Performance

Total-return NAV · USD

Growth of $10,000

$13,694+36.9%

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

Sector

Communication services

Index tracked

Russell 1000 Telecommunications RIC 22.5/45 Capped Index

What it actually holds

By weight

Concentration

Top 10 holdings = 73.6% of fundconcentrated

CISCO SYSTEMS, INC.

19.1%

VERIZON COMMUNICATIONS INC.

13.4%

AT&T INC.

12.8%

BlackRock Funds III: BlackRock Cash Funds: Institutional; SL Agency Shares

4.3%

CIENA CORPORATION

4.2%

T-MOBILE US, INC.

4.1%

ARISTA NETWORKS, INC.

4.0%

COMCAST CORPORATION

4.0%

LUMENTUM HOLDINGS INC.

3.9%

IRIDIUM COMMUNICATIONS INC.

3.7%

Asset allocation

Stocks

99.9%

Cash

0.1%

By sector

Technology

53.7%

Communication

42.9%

Industrials

3.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

19.8%Moderate

Year-on-year price swings

Max drawdown

-39.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.18Strong risk-adjusted returns

Sortino (3Y)

1.71Good downside protection

Listing

Exchange: Cboe BZX

Full fund details

Objective: Tracks the investment results of the Russell 1000 Telecommunications RIC 22.5/45 Capped Index.
Strategy: Invests primarily in large- and mid-cap U.S. equities in the telecommunications sector, using a representative sampling indexing strategy to track the Russell 1000 Telecommunications RIC 22.5/45 Capped Index. The Fund aims to keep portfolio turnover low and does not seek to outperform the index.
Inception date: May 22, 2000
Fund family: iShares