IYEiShares U.S. Energy ETF
IYE Fund Description
IYE tracks a market-cap-weighted index of US energy companies as classified by Dow Jones.
IYE Factset Analytics Insight
IYE offers exposure to the US energy sector available. The fund tracks an index that holds a concentrated portfolio of companies that facilitate production and distribution of oil and gas selected by market capitalization. Its wide selection universe comprising the energy sector of all caps makes it one of the broadest offerings in the segment, with exposure that closely mirrors that of our benchmark. The fund uses a market-cap weighting scheme which results in a top-heavy portfolio with a huge portion of its assets allocated on companies with the highest market value. Index rebalancing occurs annually in September.
IYE MSCI ESG Analytics Insight
iShares U.S. Energy ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.38 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. iShares U.S. Energy ETF ranks in the 36th percentile within its peer group and in the 26th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IYE MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
IYE Summary Data
IYE Portfolio Data
IYE Index Data
IYE Portfolio Management
IYE Tax Exposures
IYE Fund Structure
IYE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IYE. IYE is rated a 5 out of 5.
IYE Sector/Industry Breakdown
IYE Top 10 Holdings[View All]
IYE Economic Development
IYE Performance Statistics
IYE MSCI ESG Ratings
IYE Benchmark Comparison Summary
IYE Benchmark Comparison Market Cap Size