IYG ETF Analysis: U.S. Financial | NYSE

Financial | NYSE, USA | Market Cap: 2.131m USD | 12M Return: 10% | Charts, Fundamentals & Technical Analysis

Banks, Insurance, Asset Management, Investment Banking
Total Rating 46
Safety 64
Buy Signal 0.08
Financial
Category Rotation: -2.6
TER: 0.40%
AUM: 2.13B
Avg Turnover: 7.77M
Risk 3d forecast
Volatility16.0%
VaR 5th Pctl2.89%
VaR vs Median0.66%
Reward TTM
Sharpe Ratio0.42
Rel. Str. IBD45.9
Rel. Str. Peer Group26.5
Character TTM
Beta0.849
Beta Downside0.825
Hurst Exponent0.454
Drawdowns 3y
Max DD18.54%
CAGR/Max DD1.12
CAGR/Mean DD5.55

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan -0.2% 0
Feb -1.7% 2
Mar -5.0% 50
Apr +0.1% 0
May -0.9% 26
Jun -0.7% 0
Jul +1.5% 10
Aug -0.1% 30
Sep -4.0% 47
Oct +0.1% 8
Nov +1.9% 42
Dec +0.2% 8

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: IYG U.S. Financial

The iShares U.S. Financial Services ETF (IYG) is designed to track the performance of the U.S. financial services sector by investing at least 80% of its assets in the component securities of its underlying index. The fund is structured as non-diversified, meaning it may concentrate its holdings in a smaller number of issuers within the sector, which can result in greater exposure to individual company performance compared to diversified funds.

The financial services sector encompasses businesses such as banks, insurance companies, real estate firms, and capital markets providers, all of which play a central role in channeling capital and managing risk within the broader economy.

Headlines to Watch Out For
  • Fed rate cuts compress bank net interest margins
  • Yield curve steepens boosting bank lending profitability
  • Consumer credit losses rise as spending slows
What is the price of IYG shares?

As of July 22, 2026, the stock is trading at USD 94.28 with a total of 77,812 shares traded. Over the past week, the price has changed by -0.34%, over one month by +3.43%, over three months by +7.41% and over the past year by +9.99%.

Current recommended Stop Loss: 91.50 (which is 2.9% or 2.3 ATR below the current price).

Is IYG a buy, sell or hold?

U.S. Financial has no consensus analysts rating.