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Upturn AI SWOT - About
iShares U.S. Financial Services ETF (IYG)
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Upturn Advisory Summary
10/10/2025: IYG (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 37.18% | Avg. Invested days 68 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/10/2025 |
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, primarily banks, insurance companies, and investment firms. It offers exposure to a broad range of companies providing financial products and services.
Reputation and Reliability
BlackRock is one of the world's largest asset managers, known for its extensive ETF offerings and generally reliable fund management.
Management Expertise
BlackRock has significant experience and expertise in managing sector-specific ETFs, with a dedicated team focusing on financial services.
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 aims to track the investment results of the Russell 1000 Financial Services RIC 22.5/45 Capped Index.
Composition The ETF holds stocks of U.S. companies within the financial services sector, including banks, insurance firms, and investment companies.
Market Position
Market Share: IYG holds a significant market share within the financial services ETF segment.
Total Net Assets (AUM): 760700000
Competitors
Key Competitors
- Financial Select Sector SPDR Fund (XLF)
- Vanguard Financials ETF (VFH)
- Invesco KBW Bank ETF (KBWB)
Competitive Landscape
The financial services ETF market is competitive, with several large players offering similar exposure. IYG provides focused exposure within the Russell 1000. XLF, with its broad exposure, is a major competitor, and VFH offers similar exposure to a broader index. KBWB, on the other hand, focuses specifically on the banking sub-sector.
Financial Performance
Historical Performance: Historical performance varies with market conditions and sector performance, but the ETF generally tracks its underlying index closely.
Benchmark Comparison: The ETF's performance closely tracks the Russell 1000 Financial Services RIC 22.5/45 Capped Index.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
IYG typically has a healthy average trading volume, facilitating easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for IYG is generally tight, reflecting its good liquidity and making it cost-effective to trade.
Market Dynamics
Market Environment Factors
Performance is influenced by interest rates, economic growth, regulatory changes, and investor sentiment towards the financial services sector.
Growth Trajectory
Growth trends depend on the overall health of the financial services sector and its ability to adapt to changing market conditions and regulations; holding strategies remain relatively consistent.
Moat and Competitive Advantages
Competitive Edge
IYG's primary advantage is its targeted exposure to the U.S. financial services sector through the Russell 1000 Financial Services RIC 22.5/45 Capped Index. Backed by BlackRock's reputation, it offers reliability and accessibility. This focus allows investors to pinpoint their investments within the broader market, offering a niche that some broader funds might lack. The ETF's liquidity also contributes to its competitive standing.
Risk Analysis
Volatility
Volatility tends to be moderate, reflecting the inherent risks associated with the financial services sector, including sensitivity to economic cycles and interest rate changes.
Market Risk
The ETF is susceptible to market risk, particularly related to financial regulations, interest rate fluctuations, and overall economic conditions impacting the financial services industry.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the U.S. financial services sector, who believe in the long-term growth potential of the financial industry are the ideal profile.
Market Risk
It's suitable for long-term investors seeking sector-specific exposure, as well as active traders looking to capitalize on short-term market movements within the financial services industry.
Summary
The iShares U.S. Financial Services ETF (IYG) offers targeted exposure to U.S. financial service equities, tracking the Russell 1000 Financial Services RIC 22.5/45 Capped Index. Managed by BlackRock, a reputable issuer, the ETF provides a liquid and accessible way to invest in banks, insurance companies, and investment firms. Its performance is closely tied to the health of the financial sector and influenced by economic factors such as interest rates and regulations. Investors should consider the risks associated with sector-specific investing and the ETF's expense ratio when making investment decisions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares official website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results. Market share data is an estimate and may vary. AUM data can change frequently.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.