IYJ — iShares U.S. Industrials ETF
Industrials Ranked #370 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 (IYJ) is an industrials-focused fund issued by iShares with $1.93 billion in assets. It holds a C grade (51.4/100) and ranks 7 of 9 within its category, placing it 370th among all 458 tracked ETFs. The fund charges an expense ratio of 0.37%, which is slightly above the category median of 0.35%. Its dividend yield stands at 0.57%, trailing the category median of 0.70%. The top ten holdings comprise 36.4% of assets, with Visa Inc. representing the largest single position at 7.0%.
Price action shows the fund trading at 64.9% of its 52-week range, reflecting a recent 1-day decline of 0.76% and a 1-week drop of 0.82. Short-term momentum has been mixed, with a 1-month loss of 5.05% contrasting against a 3-month gain of 2.21%. Longer-term performance remains positive, with year-to-date returns of 6.85% and a 1-year return of 10.94%. This 1-year result lags the category median of 17.05%, while the 3-year return stands at 57.07%. The ETFValuer grade has remained unchanged at C over the last 35 tracked days, based on 3.0 years of price history.
The fund exhibits a beta of 1.01, indicating market movement correlation, alongside a moderate annualized volatility of 16.04%. A Sharpe ratio of 0.37 suggests modest risk-adjusted returns relative to the risk taken. Maximum drawdowns have reached -19.67%, highlighting significant downside potential during stress periods. Liquidity is characterized by an average daily volume of 109,970 shares and a tight bid/ask spread of 0.04%. These metrics collectively describe a fund with moderate volatility and average liquidity conditions.
AI-generated summary based on the data on this page.
IYJ Top Holdings
| # | Holding | % of Net Assets | Value |
|---|---|---|---|
| 1 | VISA INC. | 7.01% | $140M |
| 2 | CATERPILLAR INC. | 5.20% | $104M |
| 3 | MASTERCARD INCORPORATED | 5.11% | $102M |
| 4 | GENERAL ELECTRIC COMPANY | 3.81% | $76M |
| 5 | GE VERNOVA INC. | 3.69% | $74M |
| 6 | RTX CORPORATION | 2.97% | $59M |
| 7 | AMERICAN EXPRESS COMPANY | 2.20% | $44M |
| 8 | THE BOEING COMPANY | 2.18% | $44M |
| 9 | EATON CORPORATION PUBLIC LIMITED COMPANY | 2.14% | $43M |
| 10 | UNION PACIFIC CORPORATION | 2.03% | $41M |
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).
| ETF | Name | Shared Companies | IYJ Weight | Examples |
|---|---|---|---|---|
| XLI | State Street Industrial Select Sector SPDR ETF | 6 | 19.9% | CATERPILLAR INC., GENERAL ELECTRIC COMPANY, GE VERNOVA INC.… |
| VIS | Vanguard Industrials Index Fund ETF Shares | 6 | 19.9% | CATERPILLAR INC., GENERAL ELECTRIC COMPANY, GE VERNOVA INC.… |
| FIDU | Fidelity MSCI Industrials Index ETF | 6 | 19.9% | CATERPILLAR INC., GENERAL ELECTRIC COMPANY, GE VERNOVA INC.… |
| SPHQ | Invesco S&P 500 Quality ETF | 4 | 21.1% | VISA INC., MASTERCARD INCORPORATED, CATERPILLAR INC.… |
| DSI | iShares ESG MSCI KLD 400 ETF | 3 | 17.3% | VISA INC., CATERPILLAR INC., MASTERCARD INCORPORATED |
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: 4.78% (as of 2026-09-04) — 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): 15.30 (as of 2026-09-07) — 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 2026-08-01) — 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 0.57%. 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: Quoted bid/ask spread is 0.04% and average daily volume is 110K/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 $1.93B 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 | -0.76% |
| 1-Week | -0.82% |
| 1-Month | -5.05% |
| 3-Month | +2.21% |
| 6-Month | +3.48% |
| YTD | +6.85% |
| 1-Year | +10.94% |
| 3-Year | +57.07% |
How IYJ Compares to Other Industrials ETFs
| Rank | Grade | Ticker | Name | 1-Year | Exp. Ratio | AUM |
|---|---|---|---|---|---|---|
| #172 | B |
XLI | State Street Industrial Select Sector SPDR ETF | +17.05% | 0.08% | $31.9B |
| #226 | C |
ITA | iShares U.S. Aerospace & Defense ETF | +13.39% | 0.37% | $13.6B |
| #228 | C |
VIS | Vanguard Industrials Index Fund ETF Shares | +16.78% | 0.09% | $8.56B |
| #252 | C |
FIDU | Fidelity MSCI Industrials Index ETF | +17.03% | 0.084% | $2.28B |
| #270 | C |
XAR | State Street SPDR S&P Aerospace & Defense ETF | +17.31% | 0.35% | $5.85B |
| #287 | C |
PAVE | Global X U.S. Infrastructure Development ETF | +18.52% | 0.47% | $13.5B |
| #370 | C |
IYJ | iShares U.S. Industrials ETF | +10.94% | 0.37% | $1.93B |
| #374 | C |
IYT | iShares Transportation Average ETF | +19.17% | 0.37% | $2.20B |
| #399 | D |
XTN | State Street SPDR S&P Transportation ETF | +22.23% | 0.35% | $360M |