Skip to Content
Morningstar

iShares US Financial Services ETF IYG

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IYG

Will IYG outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IYG’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IYG management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IYG’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin iShares US Financial Services ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IYG

More IYG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 62.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

14.84 194.6 Mil
Financial Services

JPMorgan Chase & Co

11.08 145.3 Mil
Financial Services

Visa Inc Class A

8.65 113.4 Mil
Financial Services

Mastercard Inc Class A

7.62 99.9 Mil
Financial Services

Bank of America Corp

5.27 69.1 Mil
Financial Services

Wells Fargo & Co

4.38 57.4 Mil
Financial Services

The Goldman Sachs Group Inc

2.76 36.2 Mil
Financial Services

American Express Co

2.72 35.7 Mil
Financial Services

S&P Global Inc

2.65 34.7 Mil
Financial Services

Citigroup Inc

2.38 31.2 Mil
Financial Services