(IYF) U.S. Financials - NYSE

ETF Category: Financial | Exchange: NYSE (USA) | Market Cap: 3.550m USD | Total Return: 12.2% in 12m

Banking, Insurance, Asset Management, Real Estate
Total Rating 49
Safety 53
Buy Signal -0.81
Financial
Category Rotation: +3.9
TER: 0.40%
AUM: 3.55B
Avg Turnover: 23.8M
Risk 3d forecast
Volatility14.9%
VaR 5th Pctl2.76%
VaR vs Median3.01%
Reward TTM
Sharpe Ratio0.58
Rel. Str. IBD40.7
Rel. Str. Peer Group50
Character TTM
Beta0.748
Beta Downside0.720
Hurst Exponent0.494
Drawdowns 3y
Max DD16.60%
CAGR/Max DD1.38
CAGR/Mean DD7.29

Warnings

Fakeout

Tailwinds

No distinct edge detected

Description: IYF U.S. Financials

The iShares U.S. Financials ETF (IYF) tracks the performance of the U.S. financial sector by investing at least 80% of its assets in its underlying index. Launched in 2000, the fund provides exposure to a broad range of financial institutions, including banks, asset managers, and insurance companies.

Revenue in this sector is primarily driven by net interest margins, asset management fees, and insurance premiums. Because these businesses often hold significant interest-rate-sensitive assets, their profitability is closely linked to Federal Reserve monetary policy and the yield curve. Examining detailed valuation metrics on ValueRay can help clarify how these macroeconomic factors impact specific holdings.

With a market capitalization of approximately $3.5 billion, IYF offers a diversified vehicle for targeting the domestic financial services industry. The fund’s structure ensures alignment with the equity performance of major U.S. financial intermediaries and service providers.

Headlines to Watch Out For
  • Net interest margin expands with higher for longer interest rate environment
  • Investment banking fees rebound as capital markets and M&A activity accelerate
  • Credit loss provisions increase as consumer delinquency rates normalize upward
  • Regulatory capital requirements tighten under proposed Basel III endgame rules
What is the price of IYF shares?

As of June 20, 2026, the stock is trading at USD 127.61 with a total of 195,100 shares traded.
Over the past week, the price has changed by +1.33%, over one month by +4.07%, over three months by +10.01% and over the past year by +12.21%.

Is IYF a buy, sell or hold?

U.S. Financials has no consensus analysts rating.