IYJ — iShares U.S. Industrials ETF

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.

Overview

The iShares U.S. Industrials ETF (IYJ) is an exchange-traded fund managed by iShares that operates within the Industrials category, which contains 9 ETFs tracked by ETFValuer. With an asset base of $1.87 billion and a share price of $164.50, the fund demonstrates significant investor adoption relative to its category peers. The fund holds an overall rank of #349 out of 458 tracked ETFs across all categories and has received an ETFValuer grade of C with a score of 53.7 out of 100. Investors face an annual expense ratio of 0.38% while the fund currently offers a dividend yield of 0.57%. The combination of a moderate asset size and a mid-tier ranking suggests the fund occupies a specific niche within the broader industrials sector. Its pricing and asset levels indicate a established presence, though its overall performance ranking remains below the median of the total universe of tracked funds.

Over the last trading day, the fund posted a return of +0.50%, which contributed to a weekly gain of +1.02% and a monthly increase of +1.56%. The three-month return accelerated to +4.46%, followed by a six-month return of +6.16%, indicating a steady upward trajectory over the intermediate term. Year-to-date performance has reached +9.93%, while the one-year return stands at +12.75%. The long-term trend shows significant momentum, with the three-year return totaling +54.81%. This progression from single-digit short-term gains to substantial multi-year appreciation highlights a pattern of sustained growth over the full investment horizon.

The fund carries a Moderate volatility label and a beta of 1.00, suggesting its price movements align closely with the broader market's fluctuations. A Sharpe ratio of 0.49 indicates the risk-adjusted returns generated by the fund are moderate relative to the volatility experienced. The maximum drawdown of -19.67% reflects the largest peak-to-trough decline recorded during the measurement period. This combination of metrics implies that while the fund tracks market direction with a beta of 1.00, it has experienced significant downside periods that temper its risk-adjusted performance. The moderate volatility classification aligns with the observed drawdown, confirming that the fund is subject to standard market swings without extreme deviation.

AI-generated summary based on the data on this page.

IYJ Top Holdings

Holdings as of 2026-04-30 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 (19.9% of IYJ's assets).

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: 4.71% (as of 2026-07-23) — 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): 18.70 (as of 2026-07-23) — 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: 3.63% (as of 2026-06-01) — The Federal Reserve’s target policy rate, which anchors short-term borrowing costs across the economy.

IYJ Liquidity, Domicile & Tax Treatment

Liquidity: Quoted bid/ask spread is 0.04% and average daily volume is 81K/day. Tighter spreads and higher volume mean lower round-trip trading costs; this is a live-market snapshot and can widen during volatile sessions. AUM of $1.87B 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

How IYJ Compares to Other Industrials ETFs