(IYF) U.S. Financials - Overview

ETF Category: Financial | Exchange: NYSE ARCA (USA) | Market Cap: 3.525m USD | Total Return: 9.7% in 12m

Banking, Insurance, Asset Management, Financial Services
Total Rating 30
Safety 45
Buy Signal -0.20
Financial
Category Rotation: +0.2
TER: 0.40%
AUM: 3.53B
Avg Turnover: 15.1M
Risk 3d forecast
Volatility15.1%
VaR 5th Pctl2.80%
VaR vs Median3.30%
Reward TTM
Sharpe Ratio0.40
Rel. Str. IBD39.3
Rel. Str. Peer Group55.9
Character TTM
Beta0.807
Beta Downside0.857
Hurst Exponent0.473
Drawdowns 3y
Max DD16.60%
CAGR/Max DD1.36
CAGR/Mean DD7.46

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: IYF U.S. Financials

The iShares U.S. Financials ETF (IYF) tracks the investment results of an index composed of U.S. equities within the financial sector. The fund maintains a mandate to invest at least 80% of its total assets in the component securities of its underlying benchmark.

The financial sector primarily includes institutions such as commercial banks, asset managers, and insurance providers. These businesses often generate revenue through interest rate spreads and fee-based services related to capital markets and risk management. Investors can use ValueRay to further analyze the valuation metrics of these specific holdings. This ETF provides broad exposure to the domestic financial infrastructure, ranging from retail banking to investment services.

Headlines to Watch Out For
  • Net interest margin expansion follows Federal Reserve benchmark rate hikes
  • Investment banking fees fluctuate with corporate dealmaking and IPO volume
  • Credit loss provisions increase during periods of economic contraction
  • Regulatory capital requirements impact bank dividend and share buyback capacity
  • Digital transformation costs pressure traditional financial institution operating margins
What is the price of IYF shares?

As of May 23, 2026, the stock is trading at USD 123.40 with a total of 149,042 shares traded.
Over the past week, the price has changed by +1.67%, over one month by -0.90%, over three months by +2.25% and over the past year by +9.74%.

Is IYF a buy, sell or hold?

U.S. Financials has no consensus analysts rating.