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IYF
+4.56 · +3.69%
$128.18 · NYSE ARCA

iShares U.S. Financials ETF (IYF) ETF Analysis | Financial

iShares · United States
AUM:$3.8B
#– of – in Financial 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 9.0% over the past year, showing positive momentum.

Cost Efficiency

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

What is IYF?

The fund generally will invest at least 80% of its assets in the component securities of its underlying index. The underlying index measures the performance of the financials sector of the U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
IYF returned 9.0% 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.
Moderate Concentration
Top 10 holdings make up 49.1% of the ETF — a moderate level of name concentration.
ETF Information
AUM$3.8B
Expense Ratio0.40%
Dividend Yield1.33%
Holdings137
Inception DateMay 2000
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta1.04
CategoryFinancial
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+12.6%
1Y
+10.7%
3Y
+86.3%
5Y
+73.7%
OpenBook InsightIf you had invested £10,000 in IYF 5 years ago, it would have grown to £17,368 — a gain of £7,368.

Annual Returns

Calendar year performance

IYF delivered positive returns in 4 of the last 5 calendar years.
YearIYF
2026 YTD+6.5%
2025+18.4%
2024+30.9%
2023+14.9%
2022-12.2%
CAGR 4yr+11.8%
4/5 positive yearsAvg return: +11.7%Worst year: -12.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
10.7%
Low
Momentum
+3.3%
30-day change
Support Level
134.82
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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