IYWiShares U.S. Technology ETF
IYW Fund Description
IYW tracks a market-cap weighted index of US technology companies.
IYW Factset Analytics Insight
IYW offers broad exposure to the US Technology segment, tracking a diversified, market-cap-weighted index. Cap-weighted exposure in this sector often translates to concentrated positions in tech giants. On June 24, 2019, IYW switched to a “capped” version of its index which at rebalance limits single positions at 22.5% and caps aggregate positions over 5% at 45% total. Such index variants are not unusual and still allow for plenty of single-name impact. The index pulls from a universe covering the top 95% of the market. The index is reconstituted annually with reviews quarterly.
IYW MSCI ESG Analytics Insight
iShares U.S. Technology ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.06 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. Technology ETF ranks in the 28th percentile within its peer group and in the 27th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IYW 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.
IYW Summary Data
IYW Portfolio Data
IYW Index Data
IYW Portfolio Management
IYW Tax Exposures
IYW Fund Structure
IYW Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IYW. IYW is rated a 5 out of 5.
IYW Sector/Industry Breakdown
IYW Economic Development
IYW Performance Statistics
IYW MSCI ESG Ratings
IYW Benchmark Comparison Summary
IYW Benchmark Comparison Market Cap Size