IYJ — iShares U.S. Industrials ETF
Industrials Ranked #340 of 458 tracked ETFs · Issued by iShares
IYJ Price Performance — Growth of $10,000
Value of a $10,000 investment in IYJ over time, compared with SPY. Both lines are rebased to $10,000 on the first shared date. Based on total returns — prices are adjusted for dividends and splits, so this assumes distributions were reinvested. Hover or tap the chart for exact values.
IYJ Drawdown
The "underwater" chart: IYJ's decline from its highest prior value at each point in time. It shows how deep past losses ran and how long the fund took to recover to break-even.
What If You'd Invested in IYJ?
See what a lump sum in IYJ would have grown to, with the option to add a regular monthly contribution on top. Figures use total returns — dividends are assumed reinvested.
Past performance doesn't predict future results. Assumes contributions on the first trading day of each month, no trading costs or taxes, and reinvested distributions. History is limited to the range published in the site's daily return data.
Overview
The iShares U.S. Industrials ETF is an iShares-managed fund tracking the Industrials category, where it ranks 5th out of 9 peers. With $1.98 billion in assets, the fund holds an ETFValuer grade of C, reflecting a score of 52.9 out of 100. Its 0.37% expense ratio sits slightly above the category median of 0.35%, while its 0.68% dividend yield trails the median of 0.84%. The fund’s portfolio is concentrated, with the top 10 holdings representing 36.4% of assets, led by a 7.2% position in VISA INC.
The ETF has delivered a 1-year return of +7.18%, which falls short of the category median of +7.97%. Short-term momentum has been negative, with declines of -1.24% over one day and -1.10% over one week, contrasting with a year-to-date gain of +3.92%. The current price of $155.20 places the fund at 50.4% of its 52-week range. The rating has remained unchanged at grade C across the last 35 tracked days, based on 3.0 years of available price history.
Trading at a beta of 1.02, the fund moves in line with the broader market but exhibits 15.94% annualized volatility, labeled as Moderate. A Sharpe ratio of 0.14 suggests limited risk-adjusted returns relative to the risk taken. The maximum drawdown of -19.67% indicates significant historical downside exposure. Liquidity is supported by an average daily volume of 143,146 shares, facilitating standard trading activity.
AI-generated summary based on the data on this page.
IYJ Top Holdings
| # | Holding | % of Net Assets | Value |
|---|---|---|---|
| 1 | VISA INC. | 7.23% | $140M |
| 2 | MASTERCARD INCORPORATED | 5.54% | $108M |
| 3 | GENERAL ELECTRIC COMPANY | 4.45% | $86M |
| 4 | CATERPILLAR INC. | 4.43% | $86M |
| 5 | RTX CORPORATION | 3.47% | $67M |
| 6 | GE VERNOVA INC. | 3.19% | $62M |
| 7 | AMERICAN EXPRESS COMPANY | 2.14% | $41M |
| 8 | UNION PACIFIC CORPORATION | 2.07% | $40M |
| 9 | THE BOEING COMPANY | 1.96% | $38M |
| 10 | EATON CORPORATION PUBLIC LIMITED COMPANY | 1.93% | $37M |
Holdings as of 2026-07-31 per the fund's most recent SEC N-PORT-P filing. Top 10 holdings make up 36.4% of net assets — a rough gauge of concentration risk (the higher this figure, the more the fund's return depends on a handful of names). To see how IYJ's holdings overlap with other ETFs you own or are considering, check the Stock Overlap tool.
Which Funds Overlap With IYJ
Holding two funds that own the same companies adds cost and complexity without adding much diversification. These tracked ETFs share the most names with IYJ's top 10 — XLI overlaps most, holding 6 of the same companies as IYJ's top 10 (19.6% of IYJ's assets).
| ETF | Name | Shared Companies | IYJ Weight | Examples |
|---|---|---|---|---|
| XLI | State Street Industrial Select Sector SPDR ETF | 6 | 19.6% | CATERPILLAR INC., GENERAL ELECTRIC COMPANY, GE VERNOVA INC.… |
| VIS | Vanguard Industrials Index Fund ETF Shares | 6 | 19.6% | CATERPILLAR INC., GENERAL ELECTRIC COMPANY, GE VERNOVA INC.… |
| FIDU | Fidelity MSCI Industrials Index ETF | 6 | 19.6% | CATERPILLAR INC., GENERAL ELECTRIC COMPANY, RTX CORPORATION… |
| SPHQ | Invesco S&P 500 Quality ETF | 4 | 20.4% | VISA INC., MASTERCARD INCORPORATED, GENERAL ELECTRIC COMPANY… |
| XLF | State Street Financial Select Sector SPDR ETF | 3 | 14.9% | VISA INC., MASTERCARD INCORPORATED, AMERICAN EXPRESS COMPANY |
Compares the top 10 reported holdings of each fund, so it's a floor on true overlap — two S&P 500 trackers overlap ~100% even when only 10 names are listed. Use the Stock Overlap tool to search by individual company.
Market Backdrop
10-Year Treasury Yield: 4.96% (as of 2026-10-22) — The yield on 10-year US Treasury bonds — the standard "risk-free rate" benchmark used to contextualize this fund’s Sharpe ratio and returns.
CBOE Volatility Index (VIX): 19.03 (as of 2026-10-22) — A real-time gauge of expected S&P 500 volatility over the next 30 days — useful context for this fund’s own volatility label.
Federal Funds Rate: 3.75% (as of 2026-09-01) — The Federal Reserve’s target policy rate, which anchors short-term borrowing costs across the economy.
What IYJ's Fees Cost You
IYJ charges an expense ratio of 0.37% a year, deducted automatically from the fund's value. Small percentages compound into real money — adjust the figures below to see the impact on your own numbers.
Assumes a constant gross return and no additional contributions — a simplification, but it isolates exactly what the expense ratio costs. Try the full fee calculator to model contributions and compare any two funds.
IYJ Dividend Income Estimator
IYJ currently yields 0.68%. Enter an amount to see the income that implies, or set a monthly income target to see the investment it would take.
Based on the fund's current trailing yield, which varies with price and distributions — treat it as an estimate, not a guarantee. Yields are not adjusted for tax.
IYJ Liquidity, Domicile & Tax Treatment
Liquidity: Average daily volume is 143K/day. Higher volume and a larger fund generally mean lower round-trip trading costs. AUM of $1.98B provides ample scale, supporting tight spreads and issuer commitment to keep the fund open.
Domicile & tax treatment: IYJ is a US-domiciled, SEC-registered ('40 Act) exchange-traded fund. Dividends and capital gains distributions are reported to US investors on Form 1099-DIV, and the fund is not subject to the PFIC reporting or UCITS-specific rules that apply to Irish- or Luxembourg-domiciled funds. Non-US investors should note that US-domiciled ETFs are generally subject to 30% US withholding tax on dividends (unless reduced by treaty) and to US estate tax exposure on the position — Irish-domiciled UCITS ETFs tracking the same index often avoid both, which is why non-US residents frequently prefer the UCITS equivalent where one exists. This is general information, not tax advice — consult a tax professional for your situation.
IYJ Performance History
| Period | Return |
|---|---|
| 1-Day | -1.24% |
| 1-Week | -1.10% |
| 1-Month | -0.16% |
| 3-Month | -6.11% |
| 6-Month | -0.50% |
| YTD | +3.92% |
| 1-Year | +7.18% |
| 3-Year | +65.16% |
How IYJ Compares to Other Industrials ETFs
| Rank | Grade | Ticker | Name | 1-Year | Exp. Ratio | AUM |
|---|---|---|---|---|---|---|
| #199 | B |
XLI | State Street Industrial Select Sector SPDR ETF | +8.92% | 0.08% | $29.8B |
| #259 | C |
VIS | Vanguard Industrials Index Fund ETF Shares | +7.83% | 0.09% | $8.55B |
| #286 | C |
FIDU | Fidelity MSCI Industrials Index ETF | +7.97% | 0.084% | $2.32B |
| #304 | C |
PAVE | Global X U.S. Infrastructure Development ETF | +10.30% | 0.47% | $13.4B |
| #340 | C |
IYJ | iShares U.S. Industrials ETF | +7.18% | 0.37% | $1.98B |
| #349 | C |
IYT | iShares Transportation Average ETF | +14.02% | 0.37% | $1.88B |
| #361 | C |
ITA | iShares U.S. Aerospace & Defense ETF | -3.71% | 0.37% | $12.1B |
| #382 | D |
XTN | State Street SPDR S&P Transportation ETF | +15.88% | 0.35% | $296M |
| #398 | D |
XAR | State Street SPDR S&P Aerospace & Defense ETF | -8.16% | 0.35% | $5.54B |