IYG
FinancialsiShares U.S. Financial Services ETF
iShares·Tracks Russell 1000 Financial Services RIC 22.5/45 Capped Index·Inception Jun 12, 2000
Composite score
Based on a 0.37% expense ratio.
Based on $2.22B in net assets.
Top-10 holdings represent 62.2% of net assets.
Financials base · ETF wrapper · 1.03% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. Seemethodologyfor formulas, thetracking-qualitypartial-coverage rationale, and the dimensions we deliberatelydon't score(methodology v0.5.1).
Use IYG in our tools
Tool · Look-through
See what IYG actually holds, in a portfolio
Add your other funds and weights; every underlying position is summed across the basket.
Tool · Cost
Compare IYG's fee against another fund
Compounds the 0.37% expense ratio against a peer over decades.
Tool · Overlap
Compare IYG's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar Financials funds.
Tool · TLH
Find a tax-loss harvesting partner for IYG
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
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Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC. | 12.90% |
| 2 | JPMORGAN CHASE & CO. | 12.54% |
| 3 | VISA INC. | 8.23% |
| 4 | MASTERCARD INCORPORATED | 6.08% |
| 5 | BANK OF AMERICA CORPORATION | 5.27% |
| 6 | THE GOLDMAN SACHS GROUP, INC. | 4.11% |
| 7 | WELLS FARGO & COMPANY | 3.78% |
| 8 | MORGAN STANLEY | 3.40% |
| 9 | CITIGROUP INC. | 3.32% |
| 10 | AMERICAN EXPRESS COMPANY | 2.57% |
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