IYE
+3.76 · +7.91%
$51.34 · NYSE ARCA

iShares U.S. Energy ETF (IYE) ETF Analysis | Equity Energy

iShares · United States
AUM:$1.4B
#– of – in Equity Energy ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 26.0% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.40% — moderate cost. Consider how fees compound over long holding periods.

What is IYE?

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 the energy sector of the U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
IYE delivered 26.0% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.40%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 70.0% of the ETF — significant weight in a small number of names.
ETF Information
AUM$1.4B
Expense Ratio0.40%
Dividend Yield2.51%
Holdings38
Inception DateJun 2000
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta0.60
CategoryEquity Energy
CurrencyUSD
Portfolio Impact

How would IYE affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+12.7%
1Y
+41.4%
3Y
+53.4%
5Y
+186.6%
OpenBook InsightIf you had invested £10,000 in IYE 5 years ago, it would have grown to £28,660 — a gain of £18,660.

Annual Returns

Calendar year performance

IYE delivered positive returns in 5 of the last 5 calendar years.
YearIYE
2026 YTD+37.1%
2025+6.0%
2024+5.0%
2023+1.8%
2022+55.6%
CAGR 4yr+15.2%
5/5 positive yearsAvg return: +21.1%Worst year: +1.8% (2023)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
21.3%
Moderate
Momentum
+7.7%
30-day change
Support Level
60.91
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.