IYG 📈 iShares U.S. Financial - Overview

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

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

The fund generally will invest at least 80% of its assets in the component securities of its underlying index. The underlying index measures the performance of the financial services sector of the U.S. equity market. The fund is non-diversified. ‣ Company URL: http://www.ishares.com ‣ Domicile: United States

Additional Sources for IYG ETF

IYG ETF Overview

Market Cap in USD 1,631m
Category Financial
TER 0.40%
IPO / Inception 2000-06-12

IYG ETF Ratings

Growth 5y 60.4%
Fundamental -
Dividend 46.2%
Rel. Strength Industry 5.26
Analysts -
Fair Price Momentum 79.05 USD
Fair Price DCF -

IYG Dividends

Dividend Yield 12m 0.84%
Yield on Cost 5y 1.41%
Annual Growth 5y 5.68%
Payout Consistency 93.3%

IYG Growth Ratios

Growth Correlation 3m 84.2%
Growth Correlation 12m 96.2%
Growth Correlation 5y 67.3%
CAGR 5y 10.94%
CAGR/Mean DD 5y 0.94
Sharpe Ratio 12m 1.62
Alpha 4.72
Beta 1.11
Volatility 23.20%
Current Volume 46.4k
Average Volume 20d 59.7k
What is the price of IYG stocks?
As of December 22, 2024, the stock is trading at USD 77.78 with a total of 46,362 shares traded.
Over the past week, the price has changed by -2.24%, over one month by -1.82%, over three months by +9.66% and over the past year by +34.69%.
Is iShares U.S. Financial a good stock to buy?
Yes. Based on ValueRay Analyses, iShares U.S. Financial (NYSE ARCA:IYG) is currently (December 2024) a good stock to buy. It has a ValueRay Growth Rating of 60.42 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 December 2024 is 79.05. This means that IYG is currently overvalued and has a potential downside of 1.63%.
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 88.2 in December 2025. The stock is currently trading at 77.78. This means that the stock has a potential upside of +13.4%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 88.2 13.4%