IYM:ARCA-iShares U.S. Basic Materials (USD)

ETF | --- | NYSE Arca

Last Closing

USD 134.92

Change

-0.18 (-0.13)%

Market Cap

USD 0.55B

Volume

5.50K
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the Dow Jones U.S. Basic Materials Index composed of U.S. equities in the basic materials sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of the basic materials sector of the U.S. equity market. The fund is non-diversified.

Inception Date: 01/01/1970

Primary Benchmark: ---

Primary Index: MSCI ACWI NR USD

Gross Expense Ratio: 0.44%

Management Expense Ratio: 0.00 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
TARS Tarsus Pharmaceuticals Inc 2.93 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-05-20 )

Largest Industry Peers for ---

Symbol Name Mer Price(Change) Market Cap
PHYS Sprott Physical Gold Trust 0.00 %

+0.23 (+0.92%)

USD 18.68B
IWV iShares Russell 3000 ETF 0.00 %

-5.85 (-1.74%)

USD 13.70B
CEF Sprott Physical Gold and Silve.. 0.00 %

+0.30 (+1.03%)

USD 5.68B
SPPP Sprott Physical Platinum and P.. 0.00 %

+0.20 (+1.96%)

USD 0.13B
IWN iShares Russell 2000 Value ETF 0.00 %

-4.51 (-2.93%)

N/A

ETFs Containing IYM

N/A

Market Performance

  Market Performance vs. Industry/Classification (---) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.84% 50% F 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.84% 50% F 69% C-
Trailing 12 Months  
Capital Gain -8.49% 17% F 26% F
Dividend Return 1.15% 67% D+ 24% F
Total Return -7.35% 17% F 23% F
Trailing 5 Years  
Capital Gain 58.41% 33% F 59% D-
Dividend Return 12.42% 67% D+ 32% F
Total Return 70.84% 33% F 55% F
Average Annual (5 Year Horizon)  
Capital Gain 7.59% 50% F 64% D
Dividend Return 9.09% 67% D+ 62% D
Total Return 1.50% 67% D+ 36% F
Risk Return Profile  
Volatility (Standard Deviation) 15.28% 83% B 63% D
Risk Adjusted Return 59.51% 67% D+ 73% C
Market Capitalization 0.55B N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:

There is nothing we particularly dislike