(IYG) iShares U.S. Financial - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US4642877702 • Financial

IYG: Banks, Investment, Companies, Insurance, Brokerages, Lenders

The iShares U.S. Financial Services ETF, listed on NYSE ARCA under the ticker IYG, is designed to track the performance of the financial services sector within the U.S. equity market. By investing at least 80% of its assets in the component securities of its underlying index, the fund aims to provide investors with exposure to a broad range of companies operating in this sector, including banks, insurance providers, and financial institutions. This approach allows investors to gain insight into the overall health and trends of the financial services industry in the United States.

As a non-diversified fund, the iShares U.S. Financial Services ETF may concentrate its investments in a smaller number of securities, which can result in higher volatility compared to more diversified funds. However, this focus can also provide more targeted exposure to the financial services sector, making it an attractive option for investors seeking to capitalize on the growth and performance of this specific industry. The fund's underlying index is carefully constructed to measure the performance of the financial services sector, taking into account various factors such as market capitalization, trading volume, and liquidity.

With its domicile in the United States and listed on a major exchange, the iShares U.S. Financial Services ETF offers investors a convenient and liquid way to access the U.S. financial services market. The fund's ISIN, US4642877702, and its classification as an ETF, or exchange-traded fund, provide additional transparency and ease of trading. As part of the iShares family of ETFs, which can be found at http://www.ishares.com, the iShares U.S. Financial Services ETF is categorized under the Financial sector, making it a straightforward choice for investors looking to allocate assets to this specific area of the market.

Additional Sources for IYG ETF

IYG ETF Overview

Market Cap in USD 1,567m
Category Financial
TER 0.40%
IPO / Inception 2000-06-12

IYG ETF Ratings

Growth 5y 64.8%
Fundamental -
Dividend 43.3%
Rel. Strength Industry 14
Analysts -
Fair Price Momentum 84.71 USD
Fair Price DCF -

IYG Dividends

Dividend Yield 12m 1.10%
Yield on Cost 5y 1.98%
Annual Growth 5y 1.14%
Payout Consistency 92.8%

IYG Growth Ratios

Growth Correlation 3m 34.5%
Growth Correlation 12m 95.4%
Growth Correlation 5y 67.6%
CAGR 5y 12.42%
CAGR/Mean DD 5y 1.06
Sharpe Ratio 12m 1.86
Alpha 9.83
Beta 1.11
Volatility 19.85%
Current Volume 87k
Average Volume 20d 75.7k
What is the price of IYG stocks?
As of January 23, 2025, the stock is trading at USD 82.02 with a total of 87,000 shares traded.
Over the past week, the price has changed by +2.36%, over one month by +5.22%, over three months by +10.46% and over the past year by +39.16%.
Is iShares U.S. Financial a good stock to buy?
Yes. Based on ValueRay Analyses, iShares U.S. Financial (NYSE ARCA:IYG) is currently (January 2025) a good stock to buy. It has a ValueRay Growth Rating of 64.81 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IYG as of January 2025 is 84.71. This means that IYG is currently overvalued and has a potential downside of 3.28%.
Is IYG a buy, sell or hold?
iShares U.S. Financial has no consensus analysts rating.
What are the forecast for IYG stock price target?
According to ValueRays Forecast Model, IYG iShares U.S. Financial will be worth about 94.5 in January 2026. The stock is currently trading at 82.02. This means that the stock has a potential upside of +15.26%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 94.5 15.3%