IYE
iShares U.S. Energy ETFIYE Fund Description
IYE tracks a market-cap-weighted index of US energy companies as classified by Dow Jones.
IYE Factset Analytics Insight
IYE offers the most marketlike exposure to the US energy sector available. The fund's broad selection universe and market-cap weighting scheme make it one of the broadest offerings in the segment, with exposure that closely mirrors that of our benchmark. Like the industry, the fund is incredibly top-heavy; a huge portion of its assets are concentrated in its top three holdings. It trades well. It is, however, one of the more expensive funds in its segment, but its tax efficiency and good tracking are notable.
IYE MSCI ESG Analytics Insight
iShares U.S. Energy ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.18 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 44th percentile within its peer group and in the 54th 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 CHARTS AND PERFORMANCE
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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 Tradability
IYE Sector/Industry Breakdown
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IYE TOP 10 HOLDINGS[View All]
IYE Countries
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IYE Regions
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IYE Economic Development
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IYE Performance Statistics
IYE MSCI ESG Ratings
IYE BENCHMARK COMPARISON SUMMARY
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IYE BENCHMARK COMPARISON MARKET CAP SIZE
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Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.