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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares U.S. Financial Services ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
iShares U.S. Financial Services ETF (IYG) has returned -9.91% so far this year and 6.67% over the past 12 months. Looking at the last ten years, IYG has achieved an annualized return of 13.55%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.
iShares U.S. Financial Services ETF
- 1D
- 2.50%
- 1M
- -3.28%
- YTD
- -9.91%
- 6M
- -7.02%
- 1Y
- 6.67%
- 3Y*
- 19.71%
- 5Y*
- 9.10%
- 10Y*
- 13.55%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Jun 21, 2000, IYG's average daily return is +0.04%, while the average monthly return is +0.70%. At this rate, your investment would double in approximately 8.3 years.
Historically, 58% of months were positive and 42% were negative. The best month was Apr 2009 with a return of +20.3%, while the worst month was Jan 2009 at -26.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 7 months.
On a daily basis, IYG closed higher 52% of trading days. The best single day was Mar 23, 2009 with a return of +17.1%, while the worst single day was Jan 20, 2009 at -17.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.14% | -4.82% | -3.28% | -9.91% | |||||||||
| 2025 | 7.57% | -0.17% | -5.74% | -1.08% | 5.46% | 4.75% | 1.68% | 3.04% | 0.20% | -1.68% | 1.54% | 3.38% | 19.85% |
| 2024 | 1.84% | 4.66% | 4.45% | -4.24% | 3.54% | -0.49% | 6.52% | 3.31% | -0.69% | 3.93% | 11.56% | -5.20% | 31.94% |
| 2023 | 9.82% | -2.50% | -9.97% | 2.07% | -3.52% | 6.71% | 6.58% | -4.12% | -3.69% | -3.64% | 12.22% | 7.65% | 16.07% |
| 2022 | -0.09% | -3.08% | -3.17% | -9.64% | 3.53% | -11.74% | 9.08% | -2.84% | -9.55% | 12.52% | 6.46% | -6.38% | -16.76% |
| 2021 | -3.13% | 12.69% | 4.89% | 6.69% | 3.08% | -1.45% | 0.58% | 2.76% | -1.33% | 6.15% | -5.87% | 3.09% | 30.36% |
Benchmark Metrics
iShares U.S. Financial Services ETF has an annualized alpha of 0.48%, beta of 1.27, and R² of 0.72 versus S&P 500 Index. Calculated based on daily prices since June 22, 2000.
- This ETF captured 118.82% of S&P 500 Index gains and 114.25% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- Alpha
- 0.48%
- Beta
- 1.27
- R²
- 0.72
- Upside Capture
- 118.82%
- Downside Capture
- 114.25%
Expense Ratio
IYG has an expense ratio of 0.42%, placing it in the medium range.
Return for Risk
Risk / Return Rank
IYG ranks 21 for risk / return — below 21% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares U.S. Financial Services ETF (IYG) and compare them to a chosen benchmark (S&P 500 Index).
| IYG | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.32 | 0.90 | -0.58 |
Sortino ratioReturn per unit of downside risk | 0.56 | 1.39 | -0.82 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.21 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.50 | 1.40 | -0.90 |
Martin ratioReturn relative to average drawdown | 1.50 | 6.61 | -5.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore IYG risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
iShares U.S. Financial Services ETF provided a 1.18% dividend yield over the last twelve months, with an annual payout of $0.98 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.98 | $0.92 | $0.90 | $1.06 | $1.09 | $0.81 | $0.85 | $0.80 | $0.68 | $0.54 | $0.45 | $0.40 |
Dividend yield | 1.18% | 1.00% | 1.16% | 1.77% | 2.07% | 1.25% | 1.71% | 1.59% | 1.81% | 1.24% | 1.28% | 1.33% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares U.S. Financial Services 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.27 | $0.27 | |||||||||
| 2025 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.26 | $0.92 |
| 2024 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.26 | $0.90 |
| 2023 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.27 | $1.06 |
| 2022 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.30 | $1.09 |
| 2021 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.25 | $0.81 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares U.S. Financial Services 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 U.S. Financial Services ETF was 81.84%, occurring on Mar 6, 2009. Recovery took 2150 trading sessions.
The current iShares U.S. Financial Services ETF drawdown is 13.05%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -81.84% | Feb 21, 2007 | 515 | Mar 6, 2009 | 2150 | Sep 19, 2017 | 2665 |
| -44.32% | Feb 20, 2020 | 23 | Mar 23, 2020 | 200 | Jan 6, 2021 | 223 |
| -34.95% | Jan 31, 2001 | 423 | Oct 9, 2002 | 254 | Oct 13, 2003 | 677 |
| -29.62% | Jan 13, 2022 | 187 | Oct 11, 2022 | 361 | Mar 20, 2024 | 548 |
| -24.57% | Jan 29, 2018 | 229 | Dec 24, 2018 | 144 | Jul 23, 2019 | 373 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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