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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

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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

14.96 194.6 Mil
Financial Services

JPMorgan Chase & Co

11.02 143.3 Mil
Financial Services

Visa Inc Class A

8.66 112.7 Mil
Financial Services

Mastercard Inc Class A

7.58 98.6 Mil
Financial Services

Bank of America Corp

5.23 68.0 Mil
Financial Services

Wells Fargo & Co

4.43 57.6 Mil
Financial Services

The Goldman Sachs Group Inc

2.74 35.6 Mil
Financial Services

S&P Global Inc

2.69 35.0 Mil
Financial Services

American Express Co

2.68 34.8 Mil
Financial Services

Citigroup Inc

2.34 30.4 Mil
Financial Services