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Upturn AI SWOT - About
iShares U.S. Financial Services ETF (IYG)
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Upturn Advisory Summary
08/14/2025: IYG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 39.78% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.22 | 52 Weeks Range 62.84 - 85.36 | Updated Date 06/29/2025 |
52 Weeks Range 62.84 - 85.36 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares U.S. Financial Services ETF
ETF Overview
Overview
The iShares U.S. Financial Services ETF (IYG) seeks to track the investment results of an index composed of U.S. equities in the financial services sector. It offers exposure to companies that provide commercial banking, investment banking, brokerage, asset management, or insurance services.
Reputation and Reliability
BlackRock is one of the world's largest asset managers with a strong reputation and a long track record of managing ETFs.
Management Expertise
BlackRock has a dedicated team of portfolio managers and analysts with extensive experience in the financial services sector.
Investment Objective
Goal
To track the investment results of an index composed of U.S. equities in the financial services sector.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the performance of the Russell 1000 Financial Services RIC 22.5/45 Capped Index.
Composition The ETF primarily holds stocks of companies within the financial services sector, including banks, insurance companies, and investment firms.
Market Position
Market Share: IYG's market share is substantial, but not the only provider of Financial services ETFs, and its share fluctuates based on market conditions and investor flows.
Total Net Assets (AUM): 1210000000
Competitors
Key Competitors
- Financial Select Sector SPDR Fund (XLF)
- Invesco KBW Bank ETF (KBWB)
- Invesco KBW Regional Banking ETF (KBWR)
Competitive Landscape
The financial services ETF market is competitive, with several large players. IYG benefits from BlackRock's scale and brand recognition, but XLF offers broader exposure within the financial sector, making it a popular choice. KBWB and KBWR focus on specific segments (banks and regional banks, respectively), appealing to investors with more targeted strategies. IYGu2019s narrower focus can lead to higher concentration risk but potentially greater returns if its sub-sector outperforms.
Financial Performance
Historical Performance: Historical performance data is not included here due to constant change and external APIs. Please refer to financial data providers for accurate numbers.
Benchmark Comparison: Benchmark comparison data is not included here due to constant change and external APIs. Please refer to financial data providers for accurate numbers.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The ETF generally has good liquidity, with a relatively high average daily trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating ease of trading.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and GDP growth significantly influence the performance of financial service companies, as well as regulatory changes and market sentiment towards the financial sector.
Growth Trajectory
The growth trajectory of IYG is tied to the overall health and performance of the U.S. financial services sector. Changes in the sector's composition and shifts in investor sentiment can impact the ETF's holdings and strategy.
Moat and Competitive Advantages
Competitive Edge
IYG benefits from BlackRock's established reputation and extensive distribution network. Its passive management strategy aims to provide cost-effective exposure to the financial services sector. The ETF's focus on U.S. equities and broad diversification within the sector contribute to its appeal. However, it lacks the active management that could potentially outperform its benchmark.
Risk Analysis
Volatility
The ETF's volatility is generally in line with the broader financial services sector, which can be sensitive to economic cycles and interest rate changes.
Market Risk
The ETF is subject to market risk, particularly risks associated with the financial services sector, such as regulatory changes, interest rate fluctuations, and economic downturns that could negatively impact financial institutions.
Investor Profile
Ideal Investor Profile
The ideal investor for IYG is someone seeking targeted exposure to the U.S. financial services sector and willing to accept the associated risks and volatility.
Market Risk
The ETF is suitable for investors looking for long-term growth or tactical sector allocation within a diversified portfolio.
Summary
The iShares U.S. Financial Services ETF provides targeted exposure to U.S. financial service companies. It follows a passive investment strategy, tracking the Russell 1000 Financial Services RIC 22.5/45 Capped Index. The ETF is suitable for investors seeking to gain exposure to this sector and willing to accept the inherent risks. However, investors should carefully consider its expense ratio and compare it to competing ETFs like XLF which has broader exposure and higher market share.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- BlackRock Website
- ETF.com
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult with a qualified 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. Financial Services 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 financial services sector of the U.S. equity market. The fund is non-diversified.
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