IYG iShares U.S. Financial Services ETF

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  • IYG
  • Category
  • Financials Equities
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IYG - Profile

Vitals

Investment Themes

Alternative ETFs in the Financials Equities Category

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Type Ticker Expense Ratio Assets Avg. Daily Vol YTD Return
Cheapest
Largest (AUM)
Most Liquid (Volume)
Top YTD Performer

Description

The index measures the performance of the financial services industry segment of the U.S. equity market including real estate and general finance.

Realtime Rating

IYG - Realtime Rating

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Realtime Rating Summary

IYG is a passive ETF that seeks to replicate Dow Jones U.S. Financial Services Index. The index measures the performance of the financial services industry segment of the U.S. equity market including real estate and general finance.

The adjacent table gives investors an individual Realtime Rating for IYG on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Financials Equities with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.

IYG Overall Realtime Rating:

A+ Overall Rated ETF:

Metric Metric Realtime Rating A+ Metric Rated ETF
Liquidity A- XLF
Expenses B FNCL
Performance
Volatility
Dividend
Concentration

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Sector ETFs

Alternative ETFs

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Emerging Market ETFs

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IYG In-Depth Analysis

The following tables and charts contain in-depth metrics for IYG and compare it to similar peer ETFs within its ETFdb Category.

Holdings

IYG - Holdings

Filings Data as of: Apr 05, 2015
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Concentration Analysis

This section compares how balanced and deep IYG is relative to the peer group ETFdb Category.

Number of Holdings
IYG Rank:
IYG 113
Category Low
Category High
% Assets in Top 10
IYG Rank:
IYG 58.43%
Category Low
Category High

IYG Asset Allocation

Asset Percentage
U.S. Stocks 99.73%
International Stocks 0.17%
U.S. Bonds 0.0%
International Bonds 0.0%
Preferred Stock 0.0%
Convertibles 0.0%
Cash 0.1%
Other 0.0%

IYG Sector Breakdown

Sector Percentage
Financial Services 97.34%
Industrials 2.56%
Technology 0.0%
Consumer Defensive 0.0%
Real Estate 0.0%
Communication Services 0.0%
Consumer Cyclical 0.0%
Basic Materials 0.0%
Energy 0.0%
Health Care 0.0%
Utilities 0.0%

IYG Market Cap Breakdown

Market Cap Percentage
Giant 58.43%
Large 24.47%
Medium 12.39%
Small 4.56%
Micro 0.05%

IYG Region Breakdown

Region Percentage
U.S. 99.73%
Latin America 0.16%
Europe 0.01%
Middle East 0.0%
Japan 0.0%
Africa 0.0%
Australia 0.0%
Asia (Developed) 0.0%
Canada 0.0%
Asia (Emerging) 0.0%

IYG Market Tier Breakdown

Region Percentage
Developed 99.9%
Emerging 0.0%

IYG Country Breakdown

Country Percentage
United States 99.73%
Puerto Rico 0.16%
Luxembourg 0.01%
Other 0.1%
Expense

IYG - Expenses & Fees

This section compares the cost efficiency of IYG to peers in the same ETFdb Category.

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Expenses Ratio Analysis

Expense Ratio
IYG Rank:
IYG 0.43%
Category Low
Category High

Commission Free Trading in IYG

IYG is not currently available for commission free trading on any platforms.

Category Commission Free Trading

There are 5 other ETFs in the Financials Equities ETFdb Category that are also eligible for commission free trading:

Performance

IYG - Performance

This section shows how IYG has performed relative to its peer group ETFdb Category.

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1 Week Return
IYG Rank:
IYG -0.48%
Category Low
Category High
4 Week Return
IYG Rank:
IYG -1.86%
Category Low
Category High
13 Week Return
IYG Rank:
IYG 6.48%
Category Low
Category High
26 Week Return
IYG Rank:
IYG 10.86%
Category Low
Category High
Year to Date Return
IYG Rank:
IYG -1.76%
Category Low
Category High
1 Year Return
IYG Rank:
IYG 11.49%
Category Low
Category High
3 Year Return
IYG Rank:
IYG 69.83%
Category Low
Category High
5 Year Return
IYG Rank:
IYG 54.99%
Category Low
Category High
Charts

IYG - Charts

The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.

The following chart also includes the option to compare the performance of IYG relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.

Valuation

IYG - Valuation

This section shows how the P/E multiple of IYG compares to the peer group ETFdb Category.

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P/E Ratio
IYG Rank:
IYG 13.61
Category Low
Category High

As of Apr 17, 2015

Dividend

IYG - Dividend

This section shows how the dividend yield of IYG compares to the peer group ETFdb Category.

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Annual Dividend Yield
IYG Rank:
IYG 1.22%
Category Low
Category High

As of Apr 17, 2015

Technicals

IYG - Technicals

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IYG Volatility Analysis

This section shows how the volatility of IYG compares to the peer group ETFdb Category.

5 Day Volatility
IYG Rank:
IYG 22.87%
Category Low
Category High
20 Day Volatility
IYG Rank:
IYG 11.65%
Category Low
Category High
50 Day Volatility
IYG Rank:
IYG 13.51%
Category Low
Category High
200 Day Volatility
IYG Rank:
IYG 17.37%
Category Low
Category High
Beta
IYG Rank:
IYG 1.15
Category Low
Category High
Standard Deviation
IYG Rank:
IYG 3.76%
Category Low
Category High

IYG Technicals

  • 20 Day MA: $90.10
  • 60 Day MA: $89.30
  • MACD 15 Period: -0.10
  • MACD 100 Period: 0.63
  • Williams % Range 10 Day: 57.57
  • Williams % Range 20 Day: 49.95
  • RSI 10 Day: 46
  • RSI 20 Day: 50
  • RSI 30 Day: 51
  • Ultimate Oscillator: 57

IYG Bollinger Bands

  • Lower Bollinger (10 Day): $89.16
  • Upper Bollinger (10 Day): $91.52
  • Lower Bollinger (20 Day): $88.41
  • Upper Bollinger (20 Day): $91.76
  • Lower Bollinger (30 Day): $88.54
  • Upper Bollinger (30 Day): $91.99

IYG Support & Resistance

  • Support Level 1: $89.51
  • Support Level 2: $89.07
  • Resistance Level 1: $90.60
  • Resistance Level 2: $91.25

IYG Stochastic

  • Stochastic Oscillator %D (1 Day): 52.11
  • Stochastic Oscillator %D (5 Day): 58.97
  • Stochastic Oscillator %K (1 Day): 61.56
  • Stochastic Oscillator %K (5 Day): 73.42
Fact Sheet

IYG - Fact Sheet

Fact sheets are issued by the ETF provider and framed by ETFdb.com. Information contained within the fact sheet is not guaranteed to be timely or accurate.

2014 Morningstar, Inc. All Rights Reserved. The information contained herein: ( 1 ) is proprietary to Morningstar and/or its content providers; ( 2 ) may not be copied or distributed; and ( 3 ) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.