iShares US Telecommunications ETF (IYZ)

Add to Watchlists
Create an Alert
27.84 -0.04  -0.14% BATS Jun 20, 16:59 Delayed 2m USD
View Full Chart
IYZ Price Chart

IYZ Performance

  Total Return (Price) Total Return (NAV) Cat. Total Return (NAV) % Rank in Cat. (NAV)
1M 2.95% 2.92% 2.90% 54
3M 0.02% 0.06% -1.22% 34
6M -3.32% -3.42% -1.67% 52
YTD -4.47% -4.40% -2.07% 54
1Y -13.60% -13.58% -0.77% 100
3Y -0.12% -0.16% 4.74% 92
5Y 4.31% 4.32% 7.51% 89
10Y 4.04% 4.02% 5.94% 67
As of June 19, 2018. Returns for periods of 1 year and above are annualized.

IYZ Asset Allocation

Type % Net % Long % Short
Cash 0.10% 0.10% 0.00%
Stock 99.90% 99.90% 0.00%
Bond 0.00% 0.00% 0.00%
Convertible 0.00% 0.00% 0.00%
Preferred 0.00% 0.00% 0.00%
Other 0.00% 0.00% 0.00%
As of June 18, 2018

IYZ Region Exposure

Americas 100.0%
North America 100.0%
Latin America 0.00%
Greater Europe 0.00%
United Kingdom 0.00%
Europe Developed 0.00%
Europe Emerging 0.00%
Africa/Middle East 0.00%
Greater Asia 0.00%
Japan 0.00%
Australasia 0.00%
Asia Developed 0.00%
Asia Emerging 0.00%
Market Classification
% Developed Markets 100.0%
% Emerging Markets 0.00%
As of June 15, 2018. Region breakdown data is calculated by using the long position holdings of the portfolio.

IYZ Stock Sector Exposure

Basic Materials 0.00%
Communication Services 45.58%
Consumer Cyclical 0.00%
Consumer Defensive 0.00%
Energy 0.00%
Financial Services 0.00%
Healthcare 0.00%
Industrials 0.00%
Real Estate 0.00%
Technology 54.42%
Utilities 0.00%
As of June 18, 2018

IYZ Stock Market Capitalization

Giant 43.34%
Large 19.32%
Medium 19.00%
Small 16.04%
Micro 2.30%
As of June 18, 2018

IYZ Stock Style Exposure

Large Cap Value 50.94%
Large Cap Blend 1.50%
Large Cap Growth 10.57%
Mid Cap Value 4.35%
Mid Cap Blend 10.31%
Mid Cap Growth 4.45%
Small Cap Value 4.70%
Small Cap Blend 8.80%
Small Cap Growth 4.38%
As of June 18, 2018
View More Holdings

IYZ Top 10 Holdings

Symbol Name % Weight Price % Chg
CSCO Cisco Systems Inc 14.84% 43.84 +0.05%
VZ Verizon Communications Inc 14.24% 48.10 -0.82%
T AT&T Inc 14.21% 32.01 -1.17%
PANW Palo Alto Networks Inc 3.82% 215.45 +2.12%
MSI Motorola Solutions Inc 3.70% 115.98 +0.16%
TMUS T-Mobile US Inc 3.65% 60.34 -0.33%
CTL CenturyLink Inc 3.62% 18.57 +0.70%
ANET Arista Networks Inc 3.02% 283.78 +3.64%
FFIV F5 Networks Inc 2.72% 182.17 +1.46%
JNPR Juniper Networks Inc 2.46% 26.95 +0.48%
As of June 18, 2018
Advertisement

IYZ One Page Reports

IYZ Basic Info

Style
Equity Style Large Cap/Value
Broad Asset Class Sector Equity
Broad Category Equity
Category Name Communications
Prospectus Objective Specialty - Communications
Fund Owner Firm Name iShares
Benchmark Index
DJ US Select Telecom TR USD
100.0%

IYZ Manager Info

Name Tenure
Alan Mason 2.13 yrs
Diane Hsiung 10.42 yrs
Greg Savage 10.42 yrs
Jennifer Hsui 5.75 yrs

IYZ Net Fund Flows

1M -15.23M
3M -25.18M
6M -64.79M
YTD -55.79M
1Y -87.15M
3Y -300.15M
5Y -185.18M
10Y -358.34M
As of May 31, 2018

IYZ Risk Info

Beta (5Y) 0.7569
Max Drawdown (All) 77.13%
Historical Sharpe (10Y) 0.2301
Historical Sortino (All) 0.0245
30-Day Rolling Volatility 9.37%
Daily Value at Risk (VaR) 1% (All) 4.27%
Monthly Value at Risk (VaR) 1% (All) 17.27%

IYZ Fundamentals

Dividend Yield TTM (6-20-18) 3.52%
SEC Yield (4-30-18) 2.86%
Weighted Average PE Ratio 9.422
Weighted Average Price to Sales Ratio 1.296
Weighted Average Price to Book Ratio 2.081
Weighted Median ROE 19.96%
Weighted Median ROA 5.28%
Forecasted Dividend Yield 3.17%
Forecasted PE Ratio 14.98
Forecasted Price to Sales Ratio 1.248
Forecasted Price to Book Ratio 2.135
Number of Holdings 47
As of June 19, 2018

IYZ Growth Estimates

Forecasted 5 Yr Earnings Growth 6.92%
Forecasted Book Value Growth -0.97%
Forecasted Cash Flow Growth -2.91%
Forecasted Earnings Growth 41.01%
Forecasted Revenue Growth -1.44%
As of June 19, 2018

IYZ Comparables

Edit

IYZ Attributes

Key Dates
Inception Date 5/22/2000
Termination Date
Last Annual Report Date 3/31/2018
Last Prospectus Date 9/30/2017
Attributes
Exchange Traded Share Yes
Exchange Traded Note No
Enhanced Index Fund No
Index Fund Yes
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No

IYZ Excel Add-In Codes

  • Name: =YCI("IYZ","name")
  • Broad Asset Class: =YCI("IYZ", "broad_asset_class")
  • Broad Category: =YCI("IYZ", "broad_category_group")
  • Prospectus Objective: =YCI("IYZ", "prospectus_objective")

To find the codes for any of our financial metrics, see our Complete Reference of Metric Codes.

Access our powerful Excel Add-in with a YCharts Professional Membership. Learn More.

Advertisement

{{root.upsell.info.feature_headline}}.

{{root.upsell.info.feature_description}}

Please note that this feature is only available as an add-on to YCharts subscriptions.


Please note that this feature requires full activation of your account and is not permitted during the free trial period.

Start My Free Trial {{root.upsell.info.call_to_action}} No credit card required.

Already a subscriber? Sign in.