Is IYF a good investment?

iShares U.S. Financials ETF (IYF) is a financial sector ETF. As of September 11, 2026, ETF Copilot scores IYF 4.2 out of 10 — highest on Valuation (7.6), lowest on Growth (0.4). It trades at 14.8 times earnings, against its own median of 15.6. Its ten largest holdings are 49% of the fund.

Updated September 11, 2026

How is IYF rated? ETF Copilot scores iShares U.S. Financials ETF (IYF) 4.2 out of 10

As of September 11, 2026, ETF Copilot scores iShares U.S. Financials ETF (IYF) 4.2 out of 10 overall.

ETF Copilot scores (0–10 scale, higher is better):

Overall: 4.2 / 10
Growth: 0.4 / 10
Valuation: 7.6 / 10
Risk: 1.9 / 10
Quality: 4.7 / 10
Return: 6.9 / 10

What is IYF's expense ratio? 0.37% a year

As of September 11, 2026, IYF charges 0.37% a year, yields 1.77% and holds $4.4B in assets across 144 positions.

iShares U.S. Financials ETF (IYF) — cost, income and size
Measure	IYF
Expense ratio	0.37%
Dividend yield	1.77%
Assets under management	$4.4B
Holdings	144

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

What stands out in IYF's data

U.S. financial sector stocks, from banks to insurers.

Earns slightly more on its capital than the typical financials fund — a small edge in a competitive sector.

Return on invested capital of 4.5% sits just above the category median of 4.4%. Holdings 144 names for broad sector coverage.

A broad financials allocation that covers the sector without tilting toward any one subsector.

Why did IYF move this week? It fell 2.4% in the week to September 11, 2026 — JPMorgan Chase and S&P Global drove it

IYF fell 2.4% in the week to September 11, 2026. The holdings that moved it most were JPMorgan Chase (−1.6%), S&P Global (−8.8%) and Robinhood Markets (−9.7%); Berkshire Hathaway (+0.5%) pushed the other way.

Is IYF expensive right now? It trades at 14.8 times earnings, against its own median of 15.6

As of September 11, 2026, IYF is cheaper than 61% of its own 114 monthly readings since 2017 — 44 of those months were cheaper than today.

Trailing twelve-month, computed by ETF Copilot from the fund's holdings rather than quoted from a data provider, and rebuilt nightly.

What's inside IYF?

What's inside IYF: Size (Large 85%, Mid 15%, Small 1%); Geography (International 6%, US 94%); Tech 0.3%.

What are IYF's top holdings? The ten largest are 49% of the fund

JPMorgan Chase, Berkshire Hathaway, Bank of America, Goldman Sachs, Wells Fargo, Morgan Stanley, Citigroup, The Charles Schwab, BlackRock and Progressive are IYF's largest holdings, in that order.

More concentrated than 52% of Financials ETFs.

Half of IYF's weight sits in its 11 largest positions, and once those weights are taken into account it behaves like 26 equally weighted holdings.

Cite this

ETF Copilot, “iShares U.S. Financials ETF (IYF) scores and holdings analysis”, as of September 11, 2026.
https://etf-copilot.com/etf/iyf