Is IYG a good investment?

iShares U.S. Financial Services ETF (IYG) is a financial sector ETF. As of September 11, 2026, ETF Copilot scores IYG 4.0 out of 10 — highest on Quality (7.9), lowest on Growth (0.4). It trades at 17.1 times earnings, against its own median of 15.9. Its ten largest holdings are 63% of the fund.

Updated September 11, 2026

How is IYG rated? ETF Copilot scores iShares U.S. Financial Services ETF (IYG) 4.0 out of 10

As of September 11, 2026, ETF Copilot scores iShares U.S. Financial Services ETF (IYG) 4.0 out of 10 overall.

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

Overall: 4.0 / 10
Growth: 0.4 / 10
Valuation: 3.4 / 10
Risk: 1.7 / 10
Quality: 7.9 / 10
Return: 6.9 / 10

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

As of September 11, 2026, IYG charges 0.37% a year, yields 1.49% and holds $2.2B in assets across 101 positions.

iShares U.S. Financial Services ETF (IYG) — cost, income and size
Measure	IYG
Expense ratio	0.37%
Dividend yield	1.49%
Assets under management	$2.2B
Holdings	101

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 IYG's data

U.S. financial services stocks, from big banks to payment networks.

Trades at a richer price than the typical financials fund — you pay more for each dollar of earnings.

Its trailing P/E multiple of 17.1x sits above the category median of 13.7x and its own five-year median of 15.9x. Return on equity of 20.3% shows the businesses are profitable.

A sector-specific position on financial services, built for portfolios that want direct exposure to banks and payments.

Why did IYG move this week? It fell 2.0% in the week to September 11, 2026 — JPMorgan Chase and Visa drove it

IYG fell 2.0% in the week to September 11, 2026. The holdings that moved it most were JPMorgan Chase (−1.6%), Visa (−2.2%) and Mastercard (−2.8%); Berkshire Hathaway (+0.5%) pushed the other way.

Is IYG expensive right now? It trades at 17.1 times earnings, against its own median of 15.9

As of September 11, 2026, IYG is more expensive than 67% of its own 114 monthly readings since 2017 — 76 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 IYG?

What's inside IYG: Size (Large 91%, Mid 8%, Small 0%); Geography (International 0%, US 100%).

What are IYG's top holdings? The ten largest are 63% of the fund

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

More concentrated than 78% of Financials ETFs.

Half of IYG's weight sits in its 6 largest positions, and once those weights are taken into account it behaves like 17 equally weighted holdings.

Cite this

ETF Copilot, “iShares U.S. Financial Services ETF (IYG) scores and holdings analysis”, as of September 11, 2026.
https://etf-copilot.com/etf/iyg