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IYG - ETF AI Analysis
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iShares US Financial Services ETF (IYG)
Rating:71Outperform
Price Target:
$98.00
Positive Factors
Strong Top Holdings
Several major holdings, including JPMorgan Chase and Citigroup, have delivered strong year-to-date performance, boosting the ETF's overall returns.
Focused Sector Exposure
The ETF's concentration in the financial sector allows investors to benefit from the strong performance of leading financial companies.
Reasonable Expense Ratio
The ETF charges a moderate expense ratio, making it relatively cost-effective compared to actively managed funds.
Negative Factors
Sector Over-Concentration
With nearly all assets in the financial sector, the ETF is highly exposed to risks specific to this industry.
Geographic Limitation
The ETF is almost entirely focused on U.S. companies, offering little diversification across global markets.
Recent Performance Volatility
The ETF's one-month performance has declined, indicating short-term volatility that may concern some investors.
IYG vs. SPDR S&P 500 ETF (SPY)
AUM1.90B
RegionNorth America
Expense Ratio0.38%
Beta0.98
IssueriShares
Inception DateJun 12, 2000
Dividend Yield1.07%
Asset ClassEquity
Index TrackedDow Jones U.S. Financial Services Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume46,845
30 Day Avg. Volume60,674
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
101.31Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering103
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IYG Summary
The iShares US Financial Services ETF (IYG) is an investment fund that focuses on the U.S. financial services sector, including banks, asset managers, and insurance companies. It tracks the Dow Jones U.S. Financial Services Index and includes well-known companies like Berkshire Hathaway and JPMorgan Chase. Investors might consider this ETF for potential growth and diversification within the financial sector, which plays a key role in the economy. However, new investors should be aware that its performance is closely tied to the health of the financial industry, which can be affected by economic cycles and interest rate changes.
How much will it cost me?The iShares US Financial Services ETF (Ticker: IYG) has an expense ratio of 0.38%, meaning you’ll pay $3.80 per year for every $1,000 invested. This is slightly higher than average because it is a sector-focused ETF, which often requires more active management compared to broad-market index funds. It’s important to consider this cost when evaluating your investment options.
What would affect this ETF?The iShares US Financial Services ETF (IYG) could benefit from economic growth and increased consumer spending, which often drive higher profits for banks, payment processors, and asset managers like JPMorgan Chase, Visa, and Mastercard. However, rising interest rates or stricter financial regulations could negatively impact lending and profitability for top holdings such as Bank of America and Wells Fargo. Additionally, any downturn in the U.S. economy could pose risks due to the ETF's concentrated exposure to the financial sector.
IYG Top 10 Holdings
The iShares US Financial Services ETF (IYG) is heavily concentrated in U.S. financials, with big names like Berkshire Hathaway and JPMorgan Chase leading the charge. Berkshire Hathaway has been steady, offering stability, while JPMorgan’s rising year-to-date performance has been a key driver despite recent short-term volatility. Visa and Mastercard, representing the payments sector, have shown mixed results, with Visa lagging slightly and Mastercard maintaining modest growth. Meanwhile, Goldman Sachs and Citigroup have struggled with short-term setbacks, holding back the fund’s momentum. Overall, the ETF’s focus on financial giants provides a blend of resilience and cyclical growth potential.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Berkshire Hathaway B | 13.89% | $257.53M | $1.10T | 6.58% | 66 Neutral | |
| JPMorgan Chase | 12.43% | $230.49M | $826.51B | 22.58% | 72 Outperform | |
| Visa | 8.33% | $154.42M | $631.69B | 4.35% | 75 Outperform | |
| Mastercard | 6.67% | $123.67M | $490.06B | 2.92% | 69 Neutral | |
| Bank of America | 5.28% | $97.89M | $384.18B | 10.19% | 70 Outperform | |
| Wells Fargo | 4.02% | $74.60M | $266.98B | 12.59% | 76 Outperform | |
| Goldman Sachs Group | 3.53% | $65.52M | $237.22B | 31.90% | 71 Outperform | |
| Morgan Stanley | 2.91% | $53.92M | $260.42B | 19.19% | 76 Outperform | |
| American Express | 2.79% | $51.70M | $246.04B | 19.51% | 81 Outperform | |
| Citigroup | 2.72% | $50.38M | $179.46B | 42.30% | 67 Neutral |
IYG Technical Analysis
Negative
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Price Trends
88.64
Negative
87.82
Negative
83.52
Positive
Market Momentum
-0.10
Positive
37.16
Neutral
22.47
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IYG, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 88.25, equal to the 50-day MA of 88.64, and equal to the 200-day MA of 83.52, indicating a neutral trend. The MACD of -0.10 indicates Positive momentum. The RSI at 37.16 is Neutral, neither overbought nor oversold. The STOCH value of 22.47 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IYG.
IYG Peer Comparison
Comparison Results
Performance Comparison
IYG
iShares US Financial Services ETF
85.88
7.29
9.28%
KBWB
Invesco KBW Bank ETF
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IYF
iShares U.S. Financials ETF
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FNCL
Fidelity MSCI Financials Index ETF
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FXO
First Trust Financials AlphaDEX Fund
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KBE
SPDR S&P Bank ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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