iShares Evolved U.S. Technology ETF (IETC)
IETC is an actively managed ETF by iShares. IETC launched on Mar 21, 2018 and has a 0.18% expense ratio.
ETF Info
ISIN | US46431W6488 |
---|---|
CUSIP | 46431W648 |
Issuer | iShares |
Inception Date | Mar 21, 2018 |
Region | North America (U.S.) |
Category | Technology Equities, Actively Managed |
Index Tracked | No Index (Active) |
Home Page | www.ishares.com |
Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
The iShares Evolved U.S. Technology ETF features an expense ratio of 0.18%, falling within the medium range.
Share Price Chart
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Compare to other instruments
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares Evolved U.S. Technology ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares Evolved U.S. Technology ETF had a return of 13.64% year-to-date (YTD) and 57.71% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 13.64% | 10.04% |
1 month | 2.59% | 3.53% |
6 months | 34.35% | 22.79% |
1 year | 57.71% | 32.16% |
5 years (annualized) | 21.78% | 13.15% |
10 years (annualized) | N/A | 10.96% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 4.07% | 7.07% | ||||||||||
2023 | 0.47% | -6.45% | -0.79% | 12.42% | 5.28% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
This table presents risk-adjusted performance metrics for iShares Evolved U.S. Technology ETF (IETC) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
iShares Evolved U.S. Technology ETF | 3.33 | ||||
S&P 500 | 2.76 |
Dividends
Dividend History
iShares Evolved U.S. Technology ETF granted a 0.62% dividend yield in the last twelve months. The annual payout for that period amounted to $0.44 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
---|---|---|---|---|---|---|---|
Dividend | $0.44 | $0.49 | $0.37 | $0.44 | $0.23 | $0.26 | $0.29 |
Dividend yield | 0.62% | 0.79% | 0.92% | 0.73% | 0.48% | 0.79% | 1.27% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Evolved U.S. Technology ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | ||||||||||
2023 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.13 |
2022 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.17 |
2021 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.28 |
2020 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 |
2019 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.11 |
2018 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.19 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Evolved U.S. Technology ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares Evolved U.S. Technology ETF was 38.48%, occurring on Nov 3, 2022. Recovery took 280 trading sessions.
The current iShares Evolved U.S. Technology ETF drawdown is 0.98%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-38.48% | Dec 28, 2021 | 216 | Nov 3, 2022 | 280 | Dec 15, 2023 | 496 |
-30.07% | Feb 20, 2020 | 18 | Mar 16, 2020 | 57 | Jun 5, 2020 | 75 |
-23.39% | Sep 4, 2018 | 78 | Dec 24, 2018 | 67 | Apr 2, 2019 | 145 |
-12.85% | Sep 3, 2020 | 14 | Sep 23, 2020 | 53 | Dec 8, 2020 | 67 |
-10.88% | Apr 30, 2019 | 24 | Jun 3, 2019 | 21 | Jul 2, 2019 | 45 |
Volatility
Volatility Chart
The current iShares Evolved U.S. Technology ETF volatility is 5.30%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.