IYY - ETF AI Analysis
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iShares Dow Jones U.S. ETF (IYY)
Rating:74Outperform
Price Target:―
Positive Factors
Broad U.S. Market Exposure
The fund holds a wide range of U.S. stocks across the market, giving investors simple, one-stop exposure to the overall U.S. equity market.
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Reasonable 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 time.
Negative Factors
Heavy Tilt Toward Technology
With a large portion of assets in technology stocks, the fund is sensitive to swings in that sector.
Concentrated in a Few Mega-Cap Names
A small group of very large companies makes up a significant share of the portfolio, increasing the impact if any of them perform poorly.
Limited International Diversification
Almost all of the fund’s holdings are in U.S. companies, offering little exposure to markets outside the United States.
IYY vs. SPDR S&P 500 ETF (SPY)
AUM2.92B
RegionNorth America
Expense Ratio0.20%
Beta1.01
IssueriShares
Inception DateJun 12, 2000
Dividend Yield0.88%
Asset ClassEquity
Index TrackedDJ Global United States (All)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume18,474
30 Day Avg. Volume30,389
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
207.81Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering957
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IYY Summary
The iShares Dow Jones U.S. ETF (IYY) is a fund that aims to track the Dow Jones U.S. Index, giving you exposure to almost the entire U.S. stock market in one investment. It holds over 1,000 companies of all sizes across many sectors, with a big focus on technology, financials, and consumer companies. Well-known holdings include Apple and Nvidia. Someone might invest in IYY to get broad diversification and long-term growth potential from the overall U.S. economy. A key risk is that its value can rise or fall with the U.S. stock market, especially tech stocks.
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’s story is all about U.S. mega-cap tech and growth names setting the tone. Nvidia and Broadcom are the clear engines right now, riding the AI wave and giving the fund a strong push. Amazon and Alphabet are also pulling their weight, with steady-to-rising momentum in cloud and digital ads. Apple looks more mixed, recovering recently but still shaking off earlier weakness, while Microsoft’s performance has been choppy. With all of its exposure in the U.S. and heavily tilted toward technology and communication services, the fund’s fate is closely tied to Big Tech’s next move.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.87% | $229.82M | $5.36T | 69.92% | 76 Outperform | |
| Apple | 6.35% | $185.40M | $4.33T | 38.45% | 79 Outperform | |
| Microsoft | 4.44% | $129.71M | $3.03T | -9.21% | 79 Outperform | |
| Amazon | 3.81% | $111.24M | $2.86T | 25.76% | 71 Outperform | |
| Alphabet Class A | 3.31% | $96.60M | $1.42M | 142.81% | 85 Outperform | |
| Broadcom | 2.92% | $85.16M | $1.99T | 80.41% | 76 Outperform | |
| Alphabet Class C | 2.63% | $76.89M | $1.42M | 142.37% | 82 Outperform | |
| Meta Platforms | 1.94% | $56.50M | $1.53T | -8.08% | 76 Outperform | |
| Tesla | 1.79% | $52.22M | $1.63T | 29.75% | 73 Outperform | |
| Berkshire Hathaway B | 1.30% | $38.09M | $1.05T | -5.26% | 66 Neutral |
IYY Technical Analysis
Positive
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Price Trends
167.24
Positive
167.17
Positive
163.79
Positive
Market Momentum
3.55
Negative
74.43
Negative
93.30
Negative
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 175.15, equal to the 50-day MA of 167.24, and equal to the 200-day MA of 163.79, indicating a bullish trend. The MACD of 3.55 indicates Negative momentum. The RSI at 74.43 is Negative, neither overbought nor oversold. The STOCH value of 93.30 is Negative, 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
180.17
37.55
26.33%
BBUS
JP Morgan Betabuilders U.S. Equity ETF
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AKRE
Akre Focus ETF
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DSI
iShares MSCI KLD 400 Social ETF
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VTHR
Vanguard Russell 3000 ETF
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QLTY
GMO U.S. Quality 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.
DisclaimerThis 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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