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iShares Dow Jones U.S. ETF

IYY
ETF · Currency in USD
ISIN
US4642878460
CUSIP
464287846
Issuer
iShares
Inception Date
Jun 12, 2000
Region
North America (U.S.)
Category
Large Cap Growth Equities
Expense Ratio
0.20%
Index Tracked
Dow Jones U.S. Index
ETF Home Page
www.ishares.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

IYYPrice Chart


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IYYPerformance

The chart shows the growth of $10,000 invested in iShares Dow Jones U.S. ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $49,898 for a total return of roughly 398.98%. All prices are adjusted for splits and dividends.


IYY (iShares Dow Jones U.S. ETF)
Benchmark (S&P 500)

IYYReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M4.43%
6M10.16%
YTD21.85%
1Y34.83%
5Y18.32%
10Y15.79%

IYYMonthly Returns Heatmap


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IYYSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current iShares Dow Jones U.S. ETF Sharpe ratio is 2.50. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


IYY (iShares Dow Jones U.S. ETF)
Benchmark (S&P 500)

IYYDividends

iShares Dow Jones U.S. ETF granted a 1.05% dividend yield in the last twelve months, as of Oct 23, 2021. The annual payout for that period amounted to $1.20 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$1.20$1.24$1.43$1.23$1.08$1.02$1.00$0.86$0.76$0.71$0.58$0.51

Dividend yield

1.05%1.31%1.80%1.97%1.62%1.81%1.97%1.66%1.63%1.99%1.83%1.62%

IYYDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


IYY (iShares Dow Jones U.S. ETF)
Benchmark (S&P 500)

IYYWorst Drawdowns

The table below shows the maximum drawdowns of the iShares Dow Jones U.S. ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the iShares Dow Jones U.S. ETF is 34.90%, recorded on Mar 23, 2020. It took 99 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-34.9%Feb 20, 202023Mar 23, 202099Aug 12, 2020122
-19.96%May 2, 2011108Oct 3, 201188Feb 8, 2012196
-19.87%Sep 21, 201865Dec 24, 201877Apr 16, 2019142
-16.05%Apr 26, 201049Jul 2, 201087Nov 4, 2010136
-14.48%Jun 24, 2015161Feb 11, 201680Jun 7, 2016241
-10.01%Apr 3, 201243Jun 4, 201253Aug 17, 201296
-9.56%Jan 29, 20189Feb 8, 2018115Jul 25, 2018124
-9.39%Sep 3, 202014Sep 23, 202035Nov 11, 202049
-8.06%Jan 20, 201014Feb 8, 201021Mar 10, 201035
-7.49%Sep 19, 201419Oct 15, 201412Oct 31, 201431

IYYVolatility Chart

Current iShares Dow Jones U.S. ETF volatility is 8.84%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


IYY (iShares Dow Jones U.S. ETF)
Benchmark (S&P 500)

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