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ISIN
US4642877546
CUSIP
464287754
Issuer
iShares
Inception Date
Jul 14, 2000
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
Dow Jones U.S. Industrials Index
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend
Assets Under Management
$2B

Share Price Chart


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Performance

IYJ Performance Chart

iShares U.S. Industrials ETF (IYJ) is up 6.5% since the beginning of the year. IYJ is currently trading at $157 per share. Investors who bought $1,000 worth of IYJ shares 5 years ago would now be looking at an investment worth $1,478.


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S&P 500 Index

Returns By Period

iShares U.S. Industrials ETF (IYJ) has returned 6.47% so far this year and 14.68% over the past 12 months. Over the last ten years, IYJ has returned 12.38% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.


iShares U.S. Industrials ETF

1D
0.41%
1M
0.08%
YTD
6.47%
6M
9.23%
1Y
14.68%
3Y*
17.19%
5Y*
8.13%
10Y*
12.38%

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IYJ Monthly Returns History

Based on dividend-adjusted daily data since Jul 14, 2000, IYJ's average daily return is +0.04%, while the average monthly return is +0.78%. At this rate, an investment would double in approximately 7.4 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 2009 with a return of +18.4%, while the worst month was Oct 2008 at -20.3%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, IYJ closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +12.3%, while the worst single day was Mar 16, 2020 at -12.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.86%4.58%-8.16%7.50%-0.46%-0.26%6.47%
20255.25%-2.39%-4.90%-0.93%7.61%2.73%1.78%0.92%0.09%0.46%-0.67%1.97%11.94%
2024-0.20%6.21%3.91%-4.40%1.45%-1.82%6.50%2.41%2.85%-0.37%8.08%-6.99%17.82%
20236.01%-2.09%0.32%-0.45%-3.12%10.07%2.94%-1.48%-5.91%-3.63%10.09%7.18%19.94%
2022-4.77%-3.45%1.96%-7.50%-0.51%-8.96%11.02%-3.97%-10.53%12.35%6.91%-3.90%-13.53%
2021-3.98%6.68%6.45%4.38%1.54%-0.62%1.35%1.73%-6.26%3.81%-4.63%6.47%17.02%

Benchmark Metrics

iShares U.S. Industrials ETF has an annualized alpha of 1.62%, beta of 1.02, and R2 of 0.85 versus S&P 500 Index. Calculated based on daily prices since July 17, 2000.

  • This ETF captured 116.54% of S&P 500 Index gains and 108.01% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • With beta of 1.02 and R2 of 0.85, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
1.62%
Beta
1.02
0.85
Upside Capture
116.54%
Downside Capture
108.01%

Expense Ratio

IYJ has an expense ratio of 0.38%, placing it in the medium range.


Return for Risk

Risk / Return Rank

IYJ ranks 27 for risk / return — below 27% 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.


IYJ Risk / Return Rank: 2727
Overall Rank
IYJ Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
IYJ Sortino Ratio Rank: 2727
Sortino Ratio Rank
IYJ Omega Ratio Rank: 2525
Omega Ratio Rank
IYJ Calmar Ratio Rank: 2626
Calmar Ratio Rank
IYJ Martin Ratio Rank: 3131
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for iShares U.S. Industrials ETF (IYJ) and compare them to S&P 500 Index.


IYJBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.98

2.39

-1.41

Sortino ratio

Return per unit of downside risk

1.49

3.25

-1.77

Omega ratio

Gain probability vs. loss probability

1.17

1.43

-0.26

Calmar ratio

Return relative to maximum drawdown

1.29

3.11

-1.82

Martin ratio

Return relative to average drawdown

4.69

14.38

-9.69

Dividends

Dividend History

iShares U.S. Industrials ETF provided a 0.78% dividend yield over the last twelve months, with an annual payout of $1.22 per share.


0.80%1.00%1.20%1.40%1.60%$0.00$0.20$0.40$0.60$0.80$1.00$1.2020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.22$1.22$1.18$1.20$1.01$0.85$0.98$1.10$0.92$0.95$0.83$0.79

Dividend yield

0.78%0.83%0.88%1.05%1.05%0.76%1.01%1.32%1.43%1.29%1.38%1.53%

Monthly Dividends

The table displays the monthly dividend distributions for iShares U.S. Industrials ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.27$0.00$0.00$0.00$0.27
2025$0.00$0.00$0.28$0.00$0.00$0.26$0.00$0.00$0.42$0.00$0.00$0.27$1.22
2024$0.00$0.00$0.24$0.00$0.00$0.26$0.00$0.00$0.30$0.00$0.00$0.37$1.18
2023$0.00$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.29$0.00$0.00$0.36$1.20
2022$0.00$0.00$0.26$0.00$0.00$0.22$0.00$0.00$0.29$0.00$0.00$0.25$1.01
2021$0.00$0.00$0.19$0.00$0.00$0.21$0.00$0.00$0.25$0.00$0.00$0.21$0.85

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. Industrials 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. Industrials ETF was 61.97%, occurring on Mar 9, 2009. Recovery took 762 trading sessions.

The current iShares U.S. Industrials ETF drawdown is 2.64%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-61.97%Mar 2009
1y 5mo3y 7d
4y 5moOct 2007 - Mar 2012
Dot-com crash2000–2002
-49.55%Oct 2002
2y 1mo3y 4mo
5y 5moSep 2000 - Feb 2006
COVID crash2020
-40.20%Mar 2020
1mo 9d5mo 13d
6mo 22dFeb 2020 - Sep 2020
Bear market2022
-26.24%Sep 2022
1y 27d1y 2mo
2y 3moSep 2021 - Dec 2023
Rate-hike selloffLate 2018
-24.00%Dec 2018
3mo 1d3mo 25d
6mo 26dSep 2018 - Apr 2019

Drawdown Indicators


IYJBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-61.97%

-56.78%

-5.19%

Max Drawdown (1Y)

Largest decline over 1 year

-11.39%

-9.10%

-2.29%

Max Drawdown (3Y)

Largest decline over 3 years

-19.67%

-18.90%

-0.77%

Max Drawdown (5Y)

Largest decline over 5 years

-26.24%

-25.43%

-0.81%

Max Drawdown (10Y)

Largest decline over 10 years

-40.20%

-33.92%

-6.28%

Current Drawdown

Current decline from peak

-2.64%

0.00%

-2.64%

Average Drawdown

Average peak-to-trough decline

-11.22%

-10.72%

-0.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.14%

1.97%

+1.17%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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