iShares U.S. Financial Services ETF (IYG)
IYG is a passive ETF by iShares tracking the investment results of the Dow Jones U.S. Financial Services TR. IYG launched on Jun 12, 2000 and has a 0.42% expense ratio.
ETF Info
| ISIN | US4642877702 |
|---|---|
| CUSIP | 464287770 |
| Issuer | iShares |
| Inception Date | Jun 12, 2000 |
| Region | North America (U.S.) |
| Category | Financials Equities |
| Leveraged | 1x |
| Index Tracked | Dow Jones U.S. Financial Services TR |
| Home Page | www.ishares.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
IYG features an expense ratio of 0.42%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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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.
Returns By Period
iShares U.S. Financial Services ETF had a return of 24.76% year-to-date (YTD) and 43.41% in the last 12 months. Over the past 10 years, iShares U.S. Financial Services ETF had an annualized return of 11.24%, while the S&P 500 benchmark had an annualized return of 10.96%, indicating that iShares U.S. Financial Services ETF performed slightly bigger than the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 24.76% | 20.10% |
| 1 month | 3.25% | -0.39% |
| 6 months | 15.93% | 11.72% |
| 1 year | 43.41% | 31.44% |
| 5 years (annualized) | 10.93% | 13.30% |
| 10 years (annualized) | 11.24% | 10.96% |
Monthly Returns
The table below presents the monthly returns of IYG, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.84% | 4.66% | 4.45% | -4.24% | 3.54% | -0.49% | 6.52% | 3.31% | -0.69% | 3.93% | 24.76% | ||
| 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% |
| 2020 | -1.67% | -11.30% | -21.87% | 12.34% | 4.24% | -0.39% | 1.59% | 5.93% | -4.55% | -2.07% | 17.78% | 7.23% | 0.99% |
| 2019 | 10.17% | 3.90% | -2.46% | 8.95% | -7.27% | 6.64% | 3.70% | -4.41% | 3.25% | 3.37% | 5.32% | 2.66% | 37.62% |
| 2018 | 7.08% | -1.85% | -4.21% | 0.06% | 0.61% | -1.31% | 4.17% | 2.13% | -2.99% | -5.69% | 2.26% | -12.18% | -12.56% |
| 2017 | 0.71% | 5.31% | -2.90% | -0.69% | -1.71% | 6.83% | 1.57% | -1.51% | 6.05% | 3.11% | 3.71% | 2.16% | 24.47% |
| 2016 | -11.23% | -4.21% | 6.49% | 5.18% | 2.45% | -7.45% | 5.53% | 6.03% | -2.40% | 2.70% | 13.74% | 4.06% | 19.89% |
| 2015 | -9.10% | 8.29% | -0.71% | 1.71% | 2.67% | 0.92% | 2.41% | -6.99% | -4.26% | 6.29% | 3.06% | -3.51% | -0.72% |
| 2014 | -3.82% | 2.77% | 2.79% | -4.31% | 1.40% | 2.82% | -1.16% | 2.92% | 0.56% | 2.95% | 1.96% | 1.95% | 10.97% |
| 2013 | 5.99% | 1.19% | 4.24% | 1.19% | 8.74% | -1.48% | 6.59% | -5.14% | 2.77% | 3.41% | 6.41% | 3.08% | 42.85% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of IYG is 88, placing it in the top 12% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares U.S. Financial Services ETF (IYG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares U.S. Financial Services ETF provided a 1.24% dividend yield over the last twelve months, with an annual payout of $0.92 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.92 | $1.06 | $1.09 | $0.81 | $0.85 | $0.80 | $0.68 | $0.54 | $0.45 | $0.40 | $0.35 | $0.29 |
Dividend yield | 1.24% | 1.77% | 2.07% | 1.25% | 1.71% | 1.59% | 1.81% | 1.24% | 1.28% | 1.33% | 1.14% | 1.04% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.65 | |
| 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 |
| 2020 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.28 | $0.85 |
| 2019 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.22 | $0.80 |
| 2018 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.21 | $0.68 |
| 2017 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.17 | $0.54 |
| 2016 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.14 | $0.45 |
| 2015 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.13 | $0.40 |
| 2014 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.11 | $0.35 |
| 2013 | $0.05 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.11 | $0.29 |
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.
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 1.90%.
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 current iShares U.S. Financial Services ETF volatility is 4.13%, 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.