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Upturn AI SWOT - About
iShares U.S. Financials ETF (IYF)
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Upturn Advisory Summary
10/15/2025: IYF (2-star) is a SELL. SELL since 3 days. Simulated Profits (7.05%). Updated daily EoD!
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 45.22% | Avg. Invested days 88 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.08 | 52 Weeks Range 91.53 - 120.63 | Updated Date 06/29/2025 |
52 Weeks Range 91.53 - 120.63 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares U.S. Financials ETF
ETF Overview
Overview
The iShares U.S. Financials ETF (IYF) seeks to track the investment results of the Russell 1000 Financial Services RIC 22.5/45 Capped Index, representing U.S. financial stocks. It offers exposure to a broad range of companies in the financial sector, including banks, insurance companies, and investment firms.
Reputation and Reliability
iShares, managed by BlackRock, is a leading ETF provider with a strong reputation and extensive track record in the market.
Management Expertise
BlackRock has a team of experienced professionals managing iShares ETFs, ensuring expertise in portfolio construction and risk management.
Investment Objective
Goal
To track the investment results of the Russell 1000 Financial Services RIC 22.5/45 Capped Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, aiming to hold all securities in the index in proportion to their weighting.
Composition The ETF primarily holds stocks of U.S. financial companies.
Market Position
Market Share: IYF holds a significant market share within the U.S. financials ETF sector.
Total Net Assets (AUM): 16500000000
Competitors
Key Competitors
- XLF
- VFH
- FNCL
Competitive Landscape
The financials ETF sector is competitive, with several large players offering similar exposure. IYF benefits from BlackRock's brand and established presence. However, XLF often has higher trading volume and lower expense ratios, while VFH offers a potentially different weighting methodology. FNCL provides broader market exposure.
Financial Performance
Historical Performance: Historical performance varies with market conditions and interest rates. Data for precise return figures would be needed for a complete analysis. Performance data can be obtained from financial websites.
Benchmark Comparison: IYF's performance should closely track the Russell 1000 Financial Services RIC 22.5/45 Capped Index. Deviations may occur due to tracking error and fund expenses.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
IYF generally exhibits moderate liquidity, allowing investors to buy and sell shares without significantly impacting the price.
Bid-Ask Spread
The bid-ask spread for IYF is typically tight, reflecting good liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, regulatory policies, and consumer confidence all impact the financial sector and, consequently, IYF's performance.
Growth Trajectory
IYF's growth is linked to the performance of the U.S. financial sector, with potential for growth influenced by sector trends and shifts in the financial landscape.
Moat and Competitive Advantages
Competitive Edge
IYF benefits from the strong brand recognition and distribution network of BlackRock/iShares. Its established track record and substantial AUM contribute to investor confidence. The fundu2019s strategy of replicating the Russell 1000 Financial Services RIC 22.5/45 Capped Index offers precise exposure to the sector. Furthermore, IYF's diversified holdings within the financial sector mitigate some individual company risk. However, because it is a passively managed ETF, IYF will often have similar holdings to competing ETFs.
Risk Analysis
Volatility
IYF's volatility is correlated with the overall market and the performance of the financial sector, which can be sensitive to economic downturns and regulatory changes.
Market Risk
IYF is susceptible to market risk, interest rate risk, and credit risk, which are inherent in the financial sector.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the U.S. financial sector would find IYF suitable.
Market Risk
IYF is suitable for both long-term investors looking to diversify their portfolio and active traders seeking to capitalize on short-term movements in the financial sector. The ETF can act as a building block for sector rotation strategies.
Summary
The iShares U.S. Financials ETF (IYF) provides investors with targeted exposure to the U.S. financial sector through its replication of the Russell 1000 Financial Services RIC 22.5/45 Capped Index. Its performance is closely tied to the health of the financial industry, making it sensitive to economic conditions and interest rate changes. IYF benefits from the strong brand and distribution network of BlackRock. The ETF's moderate liquidity and expense ratio make it a viable option for investors seeking diversified exposure to U.S. financials.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares U.S. Financials ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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 financials sector of the U.S. equity market.
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