IYG
iShares U.S. Financial Services ETFIYG Fund Description
IYG invests in a market-cap-weighted subset of US stocks consisting exclusively of financial service firms.
IYG Factset Analytics Insight
IYG offers pure exposure to the financial services segment. With a broad interpretation of 'financial services' firms, IYG is an imperfect representation of the heavily concentrated financial services market. That actually allows for greater diversification—our benchmark concentrates holdings in large-cap banks and consumer lending, whereas the fund is more diverse in its industry composition. For better or worse, this difference can significantly impact the fund's returns. IYG faces no major obstacles in Tradability. The fund enjoys relatively small bid/ask spreads and median daily trading volume is healthy. Its underlying block liquidity is strong and creation costs are low making IYG a cheap fund to trade for investors of all sizes. However, despite IYG's vanilla strategy, the fund comes with a hefty expense ratio, though a securities lending program earns back some of that fee, causing the fund to lag by less than its fee.
IYG MSCI ESG Analytics Insight
iShares U.S. Financial Services ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.47 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. Financial Services ETF ranks in the 30th percentile within its peer group and in the 42nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IYG 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.
IYG Charts And Performance
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IYG Summary Data
IYG Portfolio Data
IYG Index Data
IYG Portfolio Management
IYG Tax Exposures
IYG Fund Structure
IYG Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IYG. IYG is rated a 5 out of 5.
IYG Tradability
IYG Sector/Industry Breakdown
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IYG Top 10 Holdings[View All]
IYG Countries
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IYG Regions
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IYG Economic Development
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IYG Performance Statistics
IYG MSCI ESG Ratings
IYG Benchmark Comparison Summary
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IYG Benchmark Comparison Market Cap Size
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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.