IYG Price Forecast & ETF Analysis. Dividend · Expense Ratio · Holdings · NAV · RSI · MACD | US Stocks Today
Full metrics table
| Category | US Equities - Industry Sector | Expense | 0.37% | Return% 1Y | 8.1% | Total Holdings | 102 | Perf Week | 1.79% | Volume | 80,022 |
| Asset Type | Equities (Stocks) | AUM | $2.21B | Return% 3Y | 23.79% | NAV | $93.32 | Perf Month | 1.1% | Avg Volume | 0.12M |
| ETF Type | US Equities | Dividend TTM | $1.03 (1.1%) | Return% 5Y | 8.84% | 52W High | -5.14% | Perf Quarter | -2.8% | Rel Volume | 0.68 |
| Active/Passive | Passive | Div Gr. 3/5Y | -5.31% 1.54% | Return% 10Y | 14.1% | 52W Low | 17.19% | Perf Half Y | 7.09% | Prev Close | $93.31 |
| IPO | 2000/6/21 | Flows% 1M | 2.55% | Return% SI | 6.54% | RSI (14) | 53.91 | Perf YTD | 1.45% | Price | $93.59 |
| Beta | 0.99 | Flows% 3M | 4.61% | Flows% YTD | 6.56% | Flows% 1Y | 10.2% | Perf Year | 5.49% | Volatility(W/M) | 1% 1.1% |
| SMA20 | 1.87% | SMA50 | -0.67% | SMA200 | 3.53% | ATR | 1.15 | ||||
iShares U.S. Financial Services ETF seeks to track the investment results of the Dow Jones U.S. Financial Services Index composed of U.S. equities in the financial services 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 the financial services sector of the U.S. equity market. The fund is non-diversified.
The top 10 make up 63% of the fund
Concentrated in a few names. When they swing, the ETF swings with them.
JPM JPMORGAN CHASE & CO. 13.03% 2 
BRK-B BERKSHIRE HATHAWAY INC. 12.96% 3 
V VISA INC. 8.40% 4 
MA MASTERCARD INCORPORATED 6.39% 5 
BAC BANK OF AMERICA CORPORATION 5.59% 6 
GS THE GOLDMAN SACHS GROUP, INC. 4.15% 7 
WFC WELLS FARGO & COMPANY 3.66% 8 
MS MORGAN STANLEY 3.49% 9 
C CITIGROUP INC. 3.12% 10 
AXP AMERICAN EXPRESS COMPANY 2.47% Largest sectors first.
Over the past 1 year, roughly in the middle
5% below its 1-year high.
Traded less than usual. That is 68% of its average volume.
Holding long would have paid off
Bought 5 years ago, your return today would be +38.0%. The S&P 500 did +68% over the same period.
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The price swings a lot
At its worst (February 2020) it fell 44% and took 289 days to recover.
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The dividend is on the small side
Pays 1.10% annually in dividends.
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Money keeps flowing in
Over the past year, new money equal to 10.2% of assets came in.
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FAS Direxion Financial Bull 3X ETF 2.1B 
UYG ProShares Ultra Financials 2x Shares 762M 
FAZ-1× Direxion Financial Bear 3X ETF 101M 
EET ProShares Ultra MSCI Emerging Markets 2x Shares 32M 
BNKU MicroSectors U.S.Big Banks 3 Leveraged ETNs 30M 
XLF State Street Financial Select Sector SPDR ETF 0.08% 
KBWB Invesco KBW Bank ETF 0.35% 
KRE State Street SPDR S&P Regional Banking ETF 0.35% 
KBE State Street SPDR S&P Bank ETF 0.35% 
IAT iShares U.S. Regional Banks ETF 0.37% 
SCHH Schwab U.S. REIT ETF 0.07% 
XLK State Street Technology Select Sector SPDR ETF 0.08% 
FAQ
How many holdings does IYG have?
IYG holds a total of 102 securities, with an AUM of approximately $2.2B.
Does IYG pay dividends (distributions)?
IYG's distribution yield is approximately 1.10%.
What is the 52-week high and low for IYG?
IYG has recorded a 52-week high of $98.66 and a low of $79.86.
