IYZ
iShares U.S. Telecommunications ETFIYZ Fund Description
IYZ tracks a heavily concentrated, market-cap-weighted index of US companies involved in the telecommunications industry.
IYZ Factset Analytics Insight
IYZ holds most of the stocks in our telecom benchmark, but still Fits poorly due to very different weighting. While the fund is still fairly concentrated, like the telecom industry itself, it underweights giants like AT&T and Verizon in favor of small-caps that our benchmark excludes. For all these differences, it ends up with market-like volatility, albeit with a very different pattern of returns. IYZ is a liquidity winner for investors of all sizes. Daily volume is high and spreads are small, while block liquidity is excellent. IYZ charges a fairly high fee for a passive index fund, but tracking is tight and securities lending income recovers some of the fund's expense.
IYZ MSCI ESG Analytics Insight
iShares U.S. Telecommunications ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.10 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. Telecommunications ETF ranks in the 40th percentile within its peer group and in the 49th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IYZ 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.
IYZ Charts And Performance
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IYZ Summary Data
IYZ Portfolio Data
IYZ Index Data
IYZ Portfolio Management
IYZ Tax Exposures
IYZ Fund Structure
IYZ Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IYZ. IYZ is rated a 5 out of 5.
IYZ Tradability
IYZ Top 10 Holdings[View All]
IYZ Performance Statistics
IYZ MSCI ESG Ratings
IYZ Benchmark Comparison Summary
IYZ
IYZ Benchmark Comparison Market Cap Size
IYZ
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