(IYG) U.S. Financial - Overview

ETF Category: Financial | Exchange: NYSE ARCA (USA) | Market Cap: 1.965m USD | Total Return: 9.3% in 12m

Investment Banking, Commercial Banking, Asset Management, Credit Cards
Total Rating 29
Safety 53
Buy Signal -0.11
Financial
Category Rotation: +0.2
TER: 0.40%
AUM: 1.97B
Avg Turnover: 5.61M
Risk 3d forecast
Volatility15.7%
VaR 5th Pctl2.86%
VaR vs Median1.43%
Reward TTM
Sharpe Ratio0.36
Rel. Str. IBD39.2
Rel. Str. Peer Group50
Character TTM
Beta0.875
Beta Downside0.940
Hurst Exponent0.471
Drawdowns 3y
Max DD18.54%
CAGR/Max DD1.22
CAGR/Mean DD6.41

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: IYG U.S. Financial

The iShares U.S. Financial Services ETF (IYG) tracks an index of domestic companies within the financial services sector. The fund maintains a non-diversified structure and allocates at least 80% of its total assets to the constituent securities of its underlying benchmark.

The financial services sector encompasses a broad range of business models, including investment banking, commercial lending, and asset management. These institutions typically generate revenue through net interest margins-the difference between interest earned on loans and interest paid on deposits-as well as transaction-based advisory fees.

Investors may find additional insights by examining the fundamental metrics of IYGs top holdings on ValueRay. This ETF provides concentrated exposure to large-cap U.S. financial firms, making its performance sensitive to federal interest rate policies and domestic economic cycles.

Headlines to Watch Out For
  • Federal Reserve interest rate pivots impact commercial bank net interest margins
  • Investment banking fee recovery depends on equity capital market activity levels
  • Regulatory capital requirement changes influence bank dividend and buyback capacity
  • Consumer credit delinquency rates determine loan loss provision and profitability levels
  • Financial sector consolidation trends drive valuation premiums through merger and acquisition activity
What is the price of IYG shares?

As of May 23, 2026, the stock is trading at USD 87.20 with a total of 71,158 shares traded.
Over the past week, the price has changed by +1.55%, over one month by -0.47%, over three months by +3.12% and over the past year by +9.31%.

Is IYG a buy, sell or hold?

U.S. Financial has no consensus analysts rating.