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IYG
+3.73 · +4.25%
$91.50 · NYSE ARCA

iShares U.S. Financial Services ETF (IYG) ETF Analysis | Financial

iShares · United States
AUM:$2.0B
#– 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 8.1% 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 IYG?

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 financial services sector of the U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
IYG returned 8.1% 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 62.1% of the ETF — significant weight in a small number of names.
ETF Information
AUM$2.0B
Expense Ratio0.40%
Dividend Yield1.02%
Holdings99
Inception DateJun 2000
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta1.11
CategoryFinancial
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+14.2%
1Y
+10.1%
3Y
+88.0%
5Y
+62.3%
OpenBook InsightIf you had invested £10,000 in IYG 5 years ago, it would have grown to £16,228 — a gain of £6,228.

Annual Returns

Calendar year performance

IYG delivered positive returns in 4 of the last 5 calendar years.
YearIYG
2026 YTD+5.7%
2025+20.1%
2024+31.9%
2023+15.8%
2022-18.1%
CAGR 4yr+10.7%
4/5 positive yearsAvg return: +11.1%Worst year: -18.1% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
11.6%
Low
Momentum
+4.0%
30-day change
Support Level
95.69
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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