IYG
IYG is the iShares U.S. Financials ETF. It seeks to track the investment results of an index composed of U.S. equities in the financial sector, specifically the Dow Jones U.S. Financials Index.
Asset Summary
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Asset Performance Metrics and Risk Characteristics:
Metrics below use daily returns for Jan 1, 2026 – Oct 7, 2026 (YTD).
Understanding asset performance is crucial for evaluating investment quality and making informed decisions. Metrics like trailing return and drawdown provide insights into how an asset has performed over time, its volatility, and the efficiency of its returns relative to risk. Performance indicators help assess the stability, risk, and reward of an investment, allowing investors and portfolio managers to make comparisons and strategize accordingly.
1 Month Trailing Return
-6.00%
Represents the percentage change in asset value over the past month.
3 Month Trailing Return
-3.35%
Indicates the percentage change in asset value over the last three months.
Period Max Drawdown
16.17%
The highest percentage drop from the peak value to the lowest point during the observed period.
Standard Deviation
16.04%
Shows how much the asset’s daily returns deviate from the average, annualized for the entire period.
Sharpe Ratio
-0.09
Measures the average return earned in excess of the risk-free rate per unit of volatility, annualized.
Calmar Ratio
-0.09
The ratio of the annualized return to the maximum drawdown, reflecting the return per unit of risk.
Asset Technical Analysis
Technical analysis involves evaluating an asset's price and volume data to forecast future movements and make informed trading decisions. Using indicators such as moving averages, pivot levels, momentum studies, and candlestick pattern scans can clarify trend strength and volatility. The tabs below summarize moving averages, pivots, technical indicators, candlestick patterns, and recent prices for this symbol.
Analysis
Moving Averages
Moving Averages are commonly used to smooth out price data and identify trends over a specific period. Here’s a summary of the latest moving averages for various periods:
| Type/Period | |
|---|---|
| SMA | |
| EMA | |
| WMA | |
| WEMA |
- SMA (Simple Moving Average): Reflects the average price over a specific number of periods.
- EMA (Exponential Moving Average): Gives more weight to recent prices, making it more responsive to new information.
- WMA (Weighted Moving Average): Assigns a weight to each price, emphasizing more recent prices.
- WEMA (Weighted Exponential Moving Average): Combines elements of both WMA and EMA for a more responsive moving average.
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Get Advanced Analysis NowFrequently Asked Questions
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Key performance metrics include the ETF’s return relative to the Dow Jones U.S. Financials Index, tracking error, and dividend yield. Performance is evaluated based on how closely the ETF mirrors the index it tracks.
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Factors include changes in interest rates, regulatory changes affecting the financial sector, economic conditions, and overall market performance. The performance of IYG is influenced by these factors as they affect the financial sector.
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IYG typically distributes dividends on a quarterly basis. The dividend amount varies based on the income received from the underlying securities.
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Historical performance includes data on past returns of IYG, reflecting the performance of the Dow Jones U.S. Financials Index. Past performance provides insight but does not guarantee future results.
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In market downturns, IYG may experience declines in value due to its exposure to the financial sector. The ETF is subject to market risks, and its performance can be negatively impacted during economic or financial crises.
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Similar ETFs include: XLF (Financial Select Sector SPDR Fund): Tracks the Financial Select Sector Index. VFH (Vanguard Financials ETF): Tracks the MSCI US Investable Market Financials 25/50 Index. KBE (SPDR S&P Bank ETF): Focuses on bank stocks within the S&P 500.
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IYG can be purchased through brokerage accounts like other ETFs. It is traded on major stock exchanges, and investors can buy shares through a broker or trading platform.
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Yes, IYG can be included in retirement accounts such as IRAs and 401(k) plans. It is important to consider how it fits into your overall retirement strategy and risk tolerance.
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Risks include sector-specific risks related to the financial industry, market volatility, and potential for significant losses during economic downturns. The performance of IYG is closely tied to the financial sector’s health.
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IYG has an expense ratio of approximately 0.39%. This fee covers management costs and other expenses associated with operating the ETF.
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Disclaimers
The information displayed on this site is sourced from third-party providers and is believed to be reliable. OHLCX has not independently verified this data and does not guarantee its accuracy. Content is for educational and informational purposes only and is not financial or investment advice.
With any investment, your capital is at risk. Past performance is no guarantee of future results. Consult your provider's terms and privacy policies where applicable.
Market data is provided in near real-time when available, but we do not guarantee its accuracy or timeliness.
Securities products are: Not FDIC insured · Not bank guaranteed · May lose value
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