(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
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
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 |
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%.
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%.
iShares U.S. Financial has no consensus analysts rating.
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% |