IYF ETF Analysis: U.S. Financials | NYSE

Financial | NYSE, USA | Market Cap: 4.604m USD | 12M Return: 11.1% | Charts, Fundamentals & Technical Analysis

Banks, Insurance, Capital Markets, Financial Services
Total Rating 53
Safety 58
Buy Signal 0.16
Financial
Category Rotation: +0.3
TER: 0.40%
AUM: 4.60B
Avg Turnover: 40.3M
Risk 3d forecast
Volatility13.9%
VaR 5th Pctl2.56%
VaR vs Median2.45%
Reward TTM
Sharpe Ratio0.46
Rel. Str. IBD51.9
Rel. Str. Peer Group52.8
Character TTM
Beta0.758
Beta Downside0.728
Hurst Exponent0.461
Drawdowns 3y
Max DD16.60%
CAGR/Max DD1.29
CAGR/Mean DD6.88

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.1% 2
Feb -2.2% 18
Mar -4.1% 43
Apr +0.3% 0
May -1.0% 26
Jun -0.1% 0
Jul +1.4% 32
Aug -0.4% 9
Sep -2.9% 43
Oct -0.8% 20
Nov +2.9% 46
Dec -0.2% 5

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: IYF U.S. Financials

The iShares U.S. Financials ETF (IYF) is a passively managed exchange-traded fund that seeks to track the performance of the U.S. financials sector. It commits at least 80% of its assets to the component securities of its underlying index, which is designed to measure the performance of companies within the financials segment of the U.S. equity market. Launched on May 22, 2000, and listed on the NYSE, IYF offers investors targeted exposure to a single sector rather than broad market participation.

Sector-specific ETFs like IYF use an indexed approach, holding the securities of a benchmark index rather than relying on active stock selection. The financials sector typically encompasses banks, insurance firms, capital markets, and consumer finance companies, whose performance is often closely tied to interest rates and broader economic conditions.

Headlines to Watch Out For
  • Fed rate cuts pressure bank net interest margins
  • Yield curve steepening lifts bank profitability outlook
  • Commercial real estate losses weigh on bank earnings
What is the price of IYF shares?

As of July 28, 2026, the stock is trading at USD 135.17 with a total of 125,395 shares traded. Over the past week, the price has changed by +1.69%, over one month by +5.83%, over three months by +9.24% and over the past year by +11.12%.

Current recommended Stop Loss: 133.10 (which is 1.5% or 1.3 ATR below the current price).

Is IYF a buy, sell or hold?

U.S. Financials has no consensus analysts rating.