(IYZ) U.S. Telecommunications - Overview
Etf: Telecommunications, Equity, Sector, ETF
Dividends
| Dividend Yield | 2.29% |
| Yield on Cost 5y | 2.43% |
| Yield CAGR 5y | -4.33% |
| Payout Consistency | 89.8% |
| Payout Ratio | - |
| Risk 5d forecast | |
|---|---|
| Volatility | 17.1% |
| Relative Tail Risk | 2.67% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 1.67 |
| Alpha | 25.83 |
| Character TTM | |
|---|---|
| Beta | 0.721 |
| Beta Downside | 0.841 |
| Drawdowns 3y | |
|---|---|
| Max DD | 16.40% |
| CAGR/Max DD | 1.23 |
Description: IYZ U.S. Telecommunications December 28, 2025
The iShares U.S. Telecommunications ETF (BATS:IYZ) commits at least 80% of its assets to securities that mirror the FTSE Russell U.S. Telecommunications Index, meaning its holdings are essentially identical to the index constituents. Because the fund is classified as non-diversified, its performance is tightly coupled to the health of the U.S. telecom sector.
Key metrics to watch include the fund’s expense ratio (currently 0.43% annually) and its top holdings-typically Verizon Communications, AT&T, and T-Mobile US-which together account for roughly 55% of assets. Sector drivers such as 5G network roll-out spending, rising mobile data consumption (projected to grow >10% YoY), and corporate capex on broadband infrastructure heavily influence the ETF’s returns.
For a deeper quantitative dive, you might explore ValueRay’s analytics platform to see how IYZ’s risk-adjusted performance stacks up against peer ETFs.
What is the price of IYZ shares?
Over the past week, the price has changed by +5.80%, over one month by +10.65%, over three months by +19.16% and over the past year by +37.81%.
Is IYZ a buy, sell or hold?
What are the forecasts/targets for the IYZ price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 41.4 | 9% |
IYZ Fundamental Data Overview February 03, 2026
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 677.0m USD (677.0m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
EV/FCF = unknown (FCF TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 677.0m)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 677.0m / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 8.57% (E(677.0m)/V(677.0m) * Re(8.57%) + (debt-free company))
Discount Rate = 8.57% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)