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Upturn AI SWOT - About
iShares U.S. Financials ETF (IYF)
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Upturn Advisory Summary
08/29/2025: IYF (2-star) has a low Upturn Star Rating. Not recommended to BUY.
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 47.79% | Avg. Invested days 82 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
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 an index composed of U.S. equities in the financial sector. It provides exposure to companies involved in banking, insurance, investment management, and real estate.
Reputation and Reliability
iShares is a well-established and reputable ETF provider with a long track record of managing various ETFs.
Management Expertise
BlackRock, the issuer of iShares ETFs, has extensive expertise in investment management and a large team of professionals dedicated to managing and researching ETFs.
Investment Objective
Goal
The fund seeks to track the investment results of the Russell 1000 Financial Services RIC 22.5/45 Capped Index, which measures the performance of the financial services sector of the U.S. equity market.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the performance of the underlying index.
Composition The ETF primarily holds stocks of companies within the financial sector, including banks, insurance companies, and investment firms.
Market Position
Market Share: IYF holds a significant market share within the U.S. financials ETF sector.
Total Net Assets (AUM): 1356000000
Competitors
Key Competitors
- Financial Select Sector SPDR Fund (XLF)
- Vanguard Financials ETF (VFH)
- Invesco KBW Bank ETF (KBWB)
Competitive Landscape
The financial sector ETF market is dominated by a few major players. IYF offers broad exposure but faces strong competition from lower-cost options like VFH and sector-specific ETFs like KBWB. IYF has the advantage of iShares' brand recognition, but its expense ratio is a disadvantage.
Financial Performance
Historical Performance: Historical performance data should be retrieved from financial data providers for accurate representation.
Benchmark Comparison: Benchmark comparison should be retrieved from financial data providers for accurate representation.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The ETF exhibits high liquidity, indicated by its substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread is generally tight, suggesting efficient trading and relatively low transaction costs.
Market Dynamics
Market Environment Factors
IYF's performance is influenced by factors such as interest rates, economic growth, regulatory changes, and the overall health of the financial sector.
Growth Trajectory
The growth trajectory depends on the performance of the financial sector, with potential for growth in a favorable economic environment. Changes to the underlying index could influence future holdings.
Moat and Competitive Advantages
Competitive Edge
iShares U.S. Financials ETF benefits from the strong brand recognition of iShares and BlackRock, attracting a broad investor base. Its well-diversified holdings within the financial sector provide comprehensive exposure. The ETF's established track record and substantial AUM enhance its liquidity and trading efficiency. However, its expense ratio is slightly higher than some competitors, which is a disadvantage. The IYF's passive approach may not outperform actively managed funds in certain market conditions.
Risk Analysis
Volatility
IYF's volatility is correlated with the overall market and the financial sector's performance.
Market Risk
The ETF is exposed to market risk, including the risk of economic downturns, regulatory changes, and interest rate fluctuations, which can negatively impact the financial sector.
Investor Profile
Ideal Investor Profile
The ideal investor for IYF is someone seeking broad exposure to the U.S. financial sector with a long-term investment horizon and a moderate risk tolerance.
Market Risk
IYF is suitable for long-term investors seeking passive exposure to the financial sector. It can also be used by active traders for tactical allocation purposes.
Summary
iShares U.S. Financials ETF (IYF) provides broad exposure to the U.S. financial sector through a passive investment approach. Its performance is closely tied to the overall health of the financial industry and broader economic conditions. It benefits from the brand recognition of iShares and maintains high liquidity but has a slightly higher expense ratio compared to some competitors. It is suitable for long-term investors seeking diversified exposure to the financial sector.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- ETFdb.com
- Morningstar.com
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investors should consult with a qualified financial advisor before making any investment decisions. Market share data is approximate and may vary depending on the source and date.
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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