(IYF) iShares U.S. Financials - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US4642877884 • Financial
IYF: Banks, Insurance, Investment, Brokerage, Mortgage, Finance
The iShares U.S. Financials ETF, listed on the NYSE ARCA under the ticker IYF, is designed to track the performance of the financials sector within the U.S. equity market. This ETF typically allocates at least 80% of its total assets to the component securities of its underlying index, providing investors with exposure to a broad range of financial companies. The underlying index is composed of stocks from various financial institutions, including banks, insurance companies, and other financial services providers, offering a diversified portfolio that reflects the overall health and trends of the U.S. financial sector.
As an exchange-traded fund (ETF), IYF offers the benefits of trading flexibility, transparency, and diversification. It is part of the iShares family of ETFs, which is managed by BlackRock, one of the world's leading asset management companies. The fund's domicile is in the United States, and its International Securities Identification Number (ISIN) is US4642877884. Investors looking to gain exposure to the U.S. financial sector can consider IYF as a tool to potentially benefit from the growth and income generated by this sector. The fund's category is classified as Financial, making it a targeted investment option for those seeking to allocate assets to this specific segment of the market.
For more information about the iShares U.S. Financials ETF and other investment products, interested parties can visit the iShares website at http://www.ishares.com. This resource provides detailed information on the fund's holdings, performance, and other key characteristics, helping investors make informed decisions about their portfolios. By investing in IYF, individuals can tap into the performance of the U.S. financial sector, which includes a wide array of companies involved in banking, lending, insurance, and other financial services, thereby gaining diversified exposure to this critical component of the U.S. economy.
Additional Sources for IYF ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
IYF ETF Overview
Market Cap in USD | 3,578m |
Category | Financial |
TER | 0.40% |
IPO / Inception | 2000-05-22 |
IYF ETF Ratings
Growth 5y | 70.5% |
Fundamental | - |
Dividend | 50.6% |
Rel. Strength Industry | 8.28 |
Analysts | - |
Fair Price Momentum | 121.24 USD |
Fair Price DCF | - |
IYF Dividends
Dividend Yield 12m | 1.23% |
Yield on Cost 5y | 2.27% |
Annual Growth 5y | 4.53% |
Payout Consistency | 92.5% |
IYF Growth Ratios
Growth Correlation 3m | 22.9% |
Growth Correlation 12m | 96.1% |
Growth Correlation 5y | 75.6% |
CAGR 5y | 13.05% |
CAGR/Mean DD 5y | 1.31 |
Sharpe Ratio 12m | 1.80 |
Alpha | 8.88 |
Beta | 1.07 |
Volatility | 20.34% |
Current Volume | 156.9k |
Average Volume 20d | 306.9k |
As of January 23, 2025, the stock is trading at USD 116.24 with a total of 156,900 shares traded.
Over the past week, the price has changed by +2.11%, over one month by +4.91%, over three months by +7.48% and over the past year by +37.20%.
Yes. Based on ValueRay Analyses, iShares U.S. Financials (NYSE ARCA:IYF) is currently (January 2025) a good stock to buy. It has a ValueRay Growth Rating of 70.45 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IYF as of January 2025 is 121.24. This means that IYF is currently overvalued and has a potential downside of 4.3%.
iShares U.S. Financials has no consensus analysts rating.
According to ValueRays Forecast Model, IYF iShares U.S. Financials will be worth about 135.1 in January 2026. The stock is currently trading at 116.24. This means that the stock has a potential upside of +16.24%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 135.1 | 16.2% |