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IYY - ETF AI Analysis
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iShares Dow Jones U.S. ETF (IYY)
Rating:73Outperform
Price Target:―
Positive Factors
Broad U.S. Market Exposure
The fund holds a wide range of U.S. companies across many industries, giving investors broad stock market coverage in a single ETF.
Strong Presence in Leading Tech and Growth Names
Top holdings include many of the largest and most influential technology and growth companies, which have been key drivers of the U.S. market over time.
Moderate Expense Ratio
The fund’s expense ratio is relatively low for a broad U.S. equity ETF, helping investors keep more of their returns over the long term.
Negative Factors
Heavy U.S. Concentration
With almost all assets in U.S. stocks, the ETF offers very little international diversification, leaving investors more exposed to U.S.-specific risks.
High Weight in Technology
A large portion of the portfolio is in the technology sector, which can increase volatility if tech stocks experience a downturn.
Recent Weakness in Several Top Holdings
Many of the largest positions have shown weak year-to-date performance, which has contributed to the ETF’s slightly negative return so far this year.
IYY vs. SPDR S&P 500 ETF (SPY)
AUM2.75B
RegionNorth America
Expense Ratio0.20%
Beta1.01
IssueriShares
Inception DateJun 12, 2000
Dividend Yield0.95%
Asset ClassEquity
Index TrackedDJ Global United States (All)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume21,867
30 Day Avg. Volume30,753
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
199.07Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering961
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IYY Summary
IYY is an ETF that aims to track the Dow Jones U.S. Index, giving you broad exposure to the entire U.S. stock market in a single investment. It holds over 1,000 companies of all sizes across many sectors, with a big focus on technology, finance, and consumer companies. Well-known holdings include Apple and Nvidia. Someone might invest in IYY to get instant diversification and long-term growth potential from the overall U.S. economy. A key risk is that it can rise or fall with the U.S. stock market, especially if large tech stocks struggle.
How much will it cost me?The iShares Dow Jones U.S. ETF (IYY) has an expense ratio of 0.2%, meaning you’ll pay $2 per year for every $1,000 invested. This is slightly higher than the average for passively managed ETFs, as it provides broad exposure to the entire U.S. stock market with over 1,000 companies included.
What would affect this ETF?The iShares Dow Jones U.S. ETF (IYY) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Nvidia, Apple, and Microsoft. However, it may face challenges from rising interest rates, which could negatively impact growth-oriented sectors like technology and consumer cyclical, or broader economic slowdowns that affect the U.S. market overall. Regulatory changes targeting large tech firms or shifts in consumer spending could also influence the ETF's performance.
IYY Top 10 Holdings
IYY is essentially a snapshot of the U.S. market, but its story is being written mostly by Big Tech and AI. Nvidia is still powering ahead, giving the fund a strong AI engine, while Apple has perked up recently after a softer stretch. In contrast, Microsoft and Amazon have been lagging, acting as a bit of a brake on returns. Alphabet and Meta are more mixed but generally supportive. With all of its top names based in the U.S. and a heavy tilt toward technology, the fund’s fortunes are closely tied to America’s biggest digital giants.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.22% | $199.80M | $4.57T | 41.20% | 76 Outperform | |
| Apple | 6.12% | $169.34M | $3.88T | 7.75% | 79 Outperform | |
| Microsoft | 4.62% | $127.88M | $2.97T | -2.69% | 79 Outperform | |
| Amazon | 3.20% | $88.54M | $2.20T | -2.99% | 71 Outperform | |
| Alphabet Class A | 2.87% | $79.38M | $3.67T | 75.32% | 85 Outperform | |
| Broadcom | 2.46% | $68.04M | $1.58T | 52.13% | 76 Outperform | |
| Alphabet Class C | 2.29% | $63.43M | $3.67T | 73.42% | 82 Outperform | |
| Meta Platforms | 2.24% | $61.85M | $1.63T | -4.08% | 76 Outperform | |
| Tesla | 1.81% | $50.12M | $1.54T | 21.91% | 73 Outperform | |
| Berkshire Hathaway B | 1.43% | $39.57M | $1.08T | 4.06% | 66 Neutral |
IYY Technical Analysis
Positive
―
Price Trends
167.25
Positive
165.33
Positive
158.12
Positive
Market Momentum
-0.14
Positive
51.52
Neutral
50.71
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IYY, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 167.66, equal to the 50-day MA of 167.25, and equal to the 200-day MA of 158.12, indicating a bullish trend. The MACD of -0.14 indicates Positive momentum. The RSI at 51.52 is Neutral, neither overbought nor oversold. The STOCH value of 50.71 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IYY.
IYY Peer Comparison
Comparison Results
Performance Comparison
IYY
iShares Dow Jones U.S. ETF
167.69
23.60
16.38%
ONEQ
Fidelity Nasdaq Composite Index ETF
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CGUS
Capital Group Core Equity ETF
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AKRE
Akre Focus ETF
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BBUS
JP Morgan Betabuilders U.S. Equity ETF
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DSI
iShares MSCI KLD 400 Social 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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