Ishares Consumer Discretionary Etf Profile
| IYC Etf | USD 95.99 1.31 1.38% |
Performance19 of 100
| Odds Of DistressLess than 22
|
IShares Consumer is trading at 95.99 as of the 24th of November 2024, a 1.38 percent increase since the beginning of the trading day. The etf's open price was 94.68. IShares Consumer has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat solid performance during the last 90 days. Equity ratings for iShares Consumer Discretionary are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of August 2024 and ending today, the 24th of November 2024. Click here to learn more.
The fund generally will invest at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The company has 4.5 M outstanding shares. More on iShares Consumer Discretionary
Moving together with IShares Etf
IShares Etf Highlights
| Chairman | George Parker |
| Thematic Ideas | (View all Themes) |
| Business Concentration | Sector ETFs, Consumer Discretionary ETFs, Consumer Cyclical, iShares, Closed-End Fund - Equity, Financial (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2000-06-12 |
| Benchmark | Russell 1000 Consumer Discretionary 40 Act 15/22.5 Daily Capped Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 1.25 Billion |
| Average Trading Valume | 89,320.3 |
| Asset Type | Equity |
| Category | Sector |
| Focus | Consumer Discretionary |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | State Street Bank and Trust Company |
| Advisor | BlackRock Fund Advisors |
| Custodian | State Street Bank and Trust Company |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | Jennifer Hsui, Greg Savage, Paul Whitehead, Amy Whitelaw |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 30-Apr |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 181 |
| Market Maker | Citadel |
| Total Expense | 0.4 |
| Management Fee | 0.4 |
| Country Name | USA |
| Returns Y T D | 27.23 |
| Name | iShares US Consumer Discretionary ETF |
| Currency Code | USD |
| Open Figi | BBG000BXY2M8 |
| In Threey Volatility | 22.56 |
| 1y Volatility | 15.09 |
| 200 Day M A | 82.6731 |
| 50 Day M A | 89.1998 |
| Code | IYC |
| Updated At | 24th of November 2024 |
| Currency Name | US Dollar |
iShares Consumer Discretionary [IYC] is traded in USA and was established 2000-06-12. The fund is classified under Consumer Cyclical category within iShares family. The entity is thematically classified as Sector ETFs. iShares Consumer Dis currently have 654.19 M in assets under management (AUM). , while the total return for the last 3 years was 4.3%.
Check IShares Consumer Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares Consumer Discretionary Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top iShares Consumer Discretionary Etf Constituents
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| BKNG | Booking Holdings | Stock | Consumer Discretionary | |
| CHTR | Charter Communications | Stock | Communication Services | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| COST | Costco Wholesale Corp | Stock | Consumer Staples | |
| DIS | Walt Disney | Stock | Communication Services | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| LOW | Lowes Companies | Stock | Consumer Discretionary |
IShares Consumer Top Holders
| HCMIX | Hcm Tactical Growth | Mutual Fund | Large Growth | |
| HCMSX | Hcm Tactical Growth | Mutual Fund | Large Growth | |
| HCMGX | Hcm Tactical Growth | Mutual Fund | Large Growth | |
| HCMDX | Hcm Tactical Growth | Mutual Fund | Large Growth | |
| LSEIX | Persimmon Longshort Fund | Mutual Fund | Options Trading | |
| SCC | ProShares UltraShort Consumer | Etf | Trading--Inverse Equity | |
| CPSHX | Pinnacle Sherman Multi Strategy | Mutual Fund | Tactical Allocation | |
| APSHX | Pinnacle Sherman Multi Strategy | Mutual Fund | Tactical Allocation |
iShares Consumer Dis Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares Consumer. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.2012 | |||
| Jensen Alpha | 0.1156 | |||
| Total Risk Alpha | 0.0816 | |||
| Sortino Ratio | 0.13 |
IShares Consumer Against Markets
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Consumer Discretionary. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in manufacturing. You can also try the Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.
The market value of iShares Consumer Dis is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Consumer's value that differs from its market value or its book value, called intrinsic value, which is IShares Consumer's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Consumer's market value can be influenced by many factors that don't directly affect IShares Consumer's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Consumer's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Consumer is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Consumer's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.