- ISIN
- US4642877702
- CUSIP
- 464287770
- Issuer
- iShares
- Inception Date
- Jun 12, 2000
- Region
- North America (U.S.)
- Category
- Financials Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- Dow Jones U.S. Financial Services TR
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $2B
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
IYG Performance Chart
iShares U.S. Financial Services ETF (IYG) is down 3.9% since the beginning of the year. IYG is currently trading at $88 per share. Investors who bought $1,000 worth of IYG shares 5 years ago would now be looking at an investment worth $1,501.
Loading charts...
Returns By Period
iShares U.S. Financial Services ETF (IYG) has returned -3.88% so far this year and 9.20% over the past 12 months. Over the last ten years, IYG has had an annualized return of 13.56%, just under the S&P 500 Index benchmark’s 13.65%.
iShares U.S. Financial Services ETF
- 1D
- 2.82%
- 1M
- 1.39%
- YTD
- -3.88%
- 6M
- -1.63%
- 1Y
- 9.20%
- 3Y*
- 21.76%
- 5Y*
- 8.46%
- 10Y*
- 13.56%
Benchmark (S&P 500 Index)
- 1D
- 0.41%
- 1M
- 4.48%
- YTD
- 10.79%
- 6M
- 10.60%
- 1Y
- 27.02%
- 3Y*
- 21.07%
- 5Y*
- 12.39%
- 10Y*
- 13.65%
IYG Monthly Returns History
Based on dividend-adjusted daily data since Jun 21, 2000, IYG's average daily return is +0.04%, while the average monthly return is +0.71%. At this rate, an investment would double in approximately 8.2 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% | 6.30% | -0.81% | 1.18% | -3.88% | ||||||
| 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 0.01%, beta of 1.27, and R2 of 0.71 versus S&P 500 Index. Calculated based on daily prices since June 22, 2000.
- This ETF captured 116.63% 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
- 0.01%
- Beta
- 1.27
- R²
- 0.71
- Upside Capture
- 116.63%
- 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 18 for risk / return — in the bottom 18% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares U.S. Financial Services ETF (IYG) and compare them to S&P 500 Index.
| IYG | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.69 | ||
| Sortino ratioReturn per unit of downside risk | -2.24 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.41 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | 0.58 | 2.98 | -2.40 |
| Martin ratioReturn relative to average drawdown | 1.51 | 13.78 | -12.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
iShares U.S. Financial Services ETF provided a 1.11% 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 | 1.11% | 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 | $0.00 | $0.00 | $0.00 | $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.
Loading charts...
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 7.23%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -81.84%Mar 2009 | 2y 14d | 8y 6mo | 10y 7moFeb 2007 - Sep 2017 |
COVID crash2020 | -44.32%Mar 2020 | 1mo 2d | 9mo 19d | 10mo 21dFeb 2020 - Jan 2021 |
Dot-com crash2000–2002 | -34.95%Oct 2002 | 1y 8mo | 1y 4d | 2y 8moJan 2001 - Oct 2003 |
Bear market2022 | -29.62%Oct 2022 | 9mo 1d | 1y 5mo | 2y 2moJan 2022 - Mar 2024 |
Rate-hike selloffLate 2018 | -24.57%Dec 2018 | 10mo 29d | 7mo 1d | 1y 5moJan 2018 - Jul 2019 |
Drawdown Indicators
| IYG | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.84% | -56.78% | -25.06% |
Max Drawdown (1Y)Largest decline over 1 year | -15.90% | -9.10% | -6.80% |
Max Drawdown (3Y)Largest decline over 3 years | -18.54% | -18.90% | +0.36% |
Max Drawdown (5Y)Largest decline over 5 years | -29.62% | -25.43% | -4.19% |
Max Drawdown (10Y)Largest decline over 10 years | -44.32% | -33.92% | -10.40% |
Current DrawdownCurrent decline from peak | -7.23% | -0.33% | -6.90% |
Average DrawdownAverage peak-to-trough decline | -20.74% | -10.72% | -10.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.11% | 1.97% | +4.14% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with IYG
Add iShares U.S. Financial Services ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with IYG