IYZiShares U.S. Telecommunications ETF

Grow my money26y track recordRanked #285 of 2,960 in this goal

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

By iShares · Launched 2000

Annual Cost

0.38%

#1,874 of 5,562 · low cost

Fund Size

$1.1B

#1,048 of 5,562 · large

Return (1Y)Goal

+51.4%

Track Record

26 years

#78 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$14,433+44.3%

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

Communication services

Index tracked

Russell 1000 Telecommunications RIC 22.5/45 Capped Index

What it actually holds

By weight

Concentration

Top 10 holdings = 71.6% of fundconcentrated

CISCO SYSTEMS, INC.

20.4%

VERIZON COMMUNICATIONS INC.

12.0%

AT&T INC.

11.9%

COMCAST CORPORATION

4.4%

ARISTA NETWORKS, INC.

4.4%

T-MOBILE US, INC.

4.2%

MOTOROLA SOLUTIONS, INC.

3.8%

CIENA CORPORATION

3.6%

MILLICOM INTERNATIONAL CELLULAR S.A.

3.5%

LUMENTUM HOLDINGS INC.

3.4%

Asset allocation

Stocks

99.9%

Cash

0.1%

By sector

Technology

50.1%

Communication

49.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

18.8%Moderate

Year-on-year price swings

Max drawdown

-39.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.22Strong risk-adjusted returns

Sortino (3Y)

1.78Good 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 telecommunications sector.
Strategy: Tracks the Russell 1000 Telecommunications RIC 22.5/45 Capped Index, which measures the performance of large- and mid-cap U.S. telecommunications companies. The Fund invests primarily in the component securities of the Underlying Index using a representative sampling strategy.
Inception date: May 22, 2000
Fund family: iShares