Ishares Dow Jones Etf Profile
| IYY Etf | USD 146.09 0.64 0.44% |
Performance11 of 100
| Odds Of DistressLess than 9
|
IShares Dow is trading at 146.09 as of the 25th of November 2024; that is 0.44 percent increase since the beginning of the trading day. The etf's open price was 145.45. IShares Dow has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for iShares Dow Jones are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of February 2023 and ending today, the 25th 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. More on iShares Dow Jones
Moving together with IShares Etf
| 1.0 | VTI | Vanguard Total Stock | PairCorr |
| 1.0 | SPY | SPDR SP 500 Aggressive Push | PairCorr |
| 1.0 | IVV | iShares Core SP | PairCorr |
| 0.94 | VIG | Vanguard Dividend | PairCorr |
| 1.0 | VV | Vanguard Large Cap | PairCorr |
| 0.97 | RSP | Invesco SP 500 | PairCorr |
Moving against IShares Etf
IShares Etf Highlights
| Chairman | George Parker |
| Thematic Ideas | (View all Themes) |
| Old Name | iShares Dow Jones US ETF |
| Business Concentration | Broad Equity ETFs, Size And Style ETFs, Large Blend, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2000-06-12 |
| Benchmark | Dow Jones U.S. Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 2.32 Billion |
| Average Trading Valume | 30,910.9 |
| Asset Type | Equity |
| Category | Broad Equity |
| Focus | Size and Style |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Citibank, N.A. |
| Advisor | BlackRock Fund Advisors |
| Custodian | Citibank, N.A. |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | Diane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason |
| Transfer Agent | Citibank, N.A. |
| Fiscal Year End | 30-Apr |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 1,031 |
| Market Maker | Citadel |
| Total Expense | 0.2 |
| Management Fee | 0.2 |
| Country Name | USA |
| Returns Y T D | 26.39 |
| Name | iShares Dow Jones U.S. ETF |
| Currency Code | USD |
| Open Figi | BBG000BXVV29 |
| In Threey Volatility | 17.43 |
| 1y Volatility | 11.77 |
| 200 Day M A | 132.19 |
| 50 Day M A | 141.23 |
| Code | IYY |
| Updated At | 25th of November 2024 |
| Currency Name | US Dollar |
iShares Dow Jones [IYY] is traded in USA and was established 2000-06-12. The fund is classified under Large Blend category within iShares family. The entity is thematically classified as Broad Equity ETFs. iShares Dow Jones currently have 1.36 B in assets under management (AUM). , while the total return for the last 3 years was 9.1%.
Check IShares Dow 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 Dow Jones 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 Dow Jones Etf Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology | |
| NVDA | NVIDIA | Stock | Information Technology |
iShares Dow Jones 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 Dow. 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 | 0.1199 | |||
| Jensen Alpha | 0.0064 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.01) |
IShares Dow Against Markets
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Dow Jones. 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 Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.
The market value of iShares Dow Jones 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 Dow's value that differs from its market value or its book value, called intrinsic value, which is IShares Dow'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 Dow's market value can be influenced by many factors that don't directly affect IShares Dow'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 Dow's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Dow is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Dow'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.