Blackrock Consumer ETF | IYC

Medium RiskEquity
Blackrock Consumer ETF
Issued by:iShares by Blackrock
Index : AMEX
Unit Price (NAV) :
$
Minimum investment: 2 units
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Blackrock Consumer ETF | IYC

Blackrock Consumer ETF | IYC

About IYC ETF

The BlackRock Dow Jones U.S. Consumer Services Sector ETF (IYC) invests in US consumer equities and is managed by BlackRock that has an AUM of $6.2T. IYC offers a conservative portfolio of US consumer services stocks. It has a slightly lower market risk as it is more skewed toward large-cap stocks. IYC aligns well with the benchmark with two differences. Firstly, it has a significant allocation towards Food and Drug Retail stocks whereas the benchmark holds none. Secondly, it holds Walmart, while many of its peers don't. The fund employs a representative sampling indexing strategy and invests at least 90% of its total net assets in common stocks of the index. 7 Consumer ETFs to Play the Big ???Tax Return Spending Spree??? About the Fund Manager: Founded in 1988, Blackrock is the largest asset manager in the world managing $6.28T. BlackRock operates globally with 70 offices in 30 countries and clients in 100 countries. Due to its power and the sheer size and scope of its financial assets and activities, BlackRock has been called the world's largest shadow bank. How did we identify this ETF: A complete pool of 2100+ ETFs are screened on various qualitative and quantitative parameters to evaluate efficiency, tradability and fit. The metrics used were alpha, beta and R-Squared with respect to the segment benchmark and ETF specific metrics such as expense ratio, drawdown, volatility and the overall rating. We evaluate all ETFs and assign a composite score based on our analysis and then select the top ones in a category based on that comprehensive score by the inhouse research / quant analysts team. IYC is easy to trade, and its emphasis on liquid, large-cap stocks should make it cost-efficient block trades. The strategy is rebalanced on a quarterly basis with the rebalancing mechanism being determined by an algorithm that takes into account the overall performance of the strategy so far.

Returns

PerformanceYTD1Y3Y5Y10Y
Blackrock Consumer ETF6.25%64.56%18.37%16.99%16.79%

Asset Class

Asset type breakdown
Stock US99.83%
Cash0.17%

IYC Holdings - Top 10

NameiWeightage (%)
Amazon.com, Inc9.88%
The Walt Disney Company7.70%
The Home Depot, Inc4.98%
Walmart Inc4.49%
Netflix, Inc4.45%
Comcast Corporation4.39%
McDonald's Corporation4.04%
Costco Wholesale Corporation3.70%
Lowe's Companies, Inc3.27%
Starbucks Corporation3.05%

IYC Sectors/Industry Breakdown

Sectori% of market value
Consumer Cyclicals49.26%
Communication Services27.30%
Consumer Defensive14.86%
Industrials4.37%
Technology2.47%
Healthcare1.74%

IYC Countries

Countryi% of market value
North America100%

Projected Returns

Investment ofper month
gives returns of :
at 14.13% / annum
$in 10 years
amount
for a time period of
time1Y3Y5Y10Y
Returnsbased on historic SIP returns of 14.13% per annum
$
$
$+ 14.13

IYC Summary Data

Total Net Assets $i
Average Mkt Cap Mil $i
Symbol IYC
Exchange ARCX
ISIN US4642875805
Cat. Benchmark MSCI ACWI NR USD
Asset class Equity
Category Consumer Cyclical
Country US

IYC Portfolio Data & Volatility Analysis

Net Expense Ratio 0.43i
Beta 1.11i
Valuations Rates Portfolio PE 28.0456i
3 Year Standard Deviation 20.84i

Fund Strategy

iShares US Consumer Services ETF is an exchange-traded fund incorporated in the USA. The investment seeks to track the investment results of the Dow Jones U.S. Consumer Services Capped Index. The underlying index measures the performance of domestic equities in the consumer services sector.

IYC Fact Sheets & Reports

About iShares by Blackrock

"iShares" is a gathering of ETFs managed by Blackrock. Blackrock is an American investment management corporation founded in 1988. Some iShares ETFs are actively managed but most funds track a bond or share market index.

Blackrock Consumer ETF | IYC