iShares U.S. Financials ETF (IYF)
| 90.17 Delayed Data As of Jan 14 |  -0.72 / -0.79%Today’s Change | 64.95 Today|||52-Week Range 91.95 | +4.01% Year-to-Date |
Investment Objective
The investment seeks to track the investment results of the Russell 1000 Financials 40 Act 15/22.5 Daily Capped Index composed of U.S. equities in the financial sector. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The underlying index measures the performance of U.S. companies in the financial sector of the U.S. equity market.
Latest IYF News
| Should You Invest in the iShares U.S. Financials ETF (IYF)? Jan 04 / Zacks.com - Paid Partner Content |
Performance
| 1 month | +5.32% | 3 years | +19.85% | |
| 3 months | +5.06% | 5 years | +13.88% | |
| 1 year | +32.55% | Since inception | +6.31% |
Data through 01/15/2022
Quote Details
| Previous close | $90.89 |
| Open day’s range | 89.10 – 90.19 |
| Net asset value (NAV) | 90.14 (01/14/2022) |
| Daily volume | 549,794 |
| Average volume (3 months) | 507,802 |
Data as of 4:00pm ET, 01/14/2022
Peer Comparisonvs. Financial ETFs
| IYF | Category | |
|---|---|---|
| Performance 5-yr return | +13.88% | +10.91% |
| Expense Gross exp ratio | 0.41% | 1.23% |
| Risk 5 year sharpe ratio | 0.71 | 0.55 |
| Net assets | $2.6B | $1.8B |
| Average market cap | $83.9B | $57.9B |
| Average P/E | 11.8 | 12.2 |
| Dividend / Share | -- | 0.54% |
Competitors
| XLF Financial Select Sector SPDR® Fund |
| KCE SPDR® S&P Capital Markets ETF |
| JHMF John Hancock Multifactor Financials ETF |
Holdings
Top 5 SectorsPortfolio weighting
| Financial service | 98.17% |
| Business service | 1.25% |
| Industrial materials | 0.51% |
| Consumer goods | 0.07% |
| Consumer service | 0.00% |
Top 10 HoldingsPortfolio weighting
| BRKB Berkshire Hathaway | 9.05% |
| JPM JPMorgan Chase | 7.82% |
| BAC Bank of America | 5.92% |
| WFC Wells Fargo | 4.35% |
| MS Morgan Stanley | 2.95% |
| BLK BlackRock | 2.94% |
| SCHW Charles Schwab | 2.84% |
| GS Goldman Sachs | 2.81% |
| C Citigroup | 2.69% |
| SPGI S&P Global Inc | 2.55% |
