IYY
iShares Dow Jones U.S. ETF
📎 Investment Objective
The iShares Dow Jones U.S. ETF (IYY) seeks to track the investment results of an index composed of large-capitalization U.S. equities.
Overview
ETF tracking iShares Dow Jones U.S. ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares Dow Jones U.S. ETF (IYY) seeks to track the investment results of an index composed of large-capitalization U.S. equities.
🎯 Investment Strategy
The ETF attempts to replicate the performance of the Dow Jones U.S. Index by investing in a representative sample of the index's constituent securities. It uses a full replication strategy to hold all or substantially all of the securities in the underlying index.
✨ Key Features
- Provides broad exposure to the large-cap segment of the U.S. equity market
- Tracks the Dow Jones U.S. Index, a well-known and widely followed benchmark
- Low expense ratio of 0.00% makes it a cost-effective investment option
- Suitable for investors seeking core U.S. large-cap equity exposure
⚠️ Primary Risks
- Market risk: The value of the ETF's shares will fluctuate with changes in the overall stock market
- Concentration risk: The ETF's performance is tied to the performance of the Dow Jones U.S. Index, which may be more volatile than the broader market
- Liquidity risk: In certain market conditions, it may be difficult to buy or sell shares of the ETF at the desired price
- Tracking error risk: The ETF may not perfectly track the underlying index due to various factors
👤 Best For
The iShares Dow Jones U.S. ETF (IYY) is best suited for long-term investors seeking broad exposure to the large-cap segment of the U.S. equity market as part of a diversified portfolio. It may be particularly appealing to investors who prefer a low-cost, passively managed investment option that tracks a well-known benchmark.
Top Holdings
| Rank | Ticker | Name | Weight | Sector |
|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 7.31% | Information Technology |
| 2 | AAPL | APPLE INC | 6.49% | Information Technology |
| 3 | MSFT | MICROSOFT CORP | 6.00% | Information Technology |
| 4 | AMZN | AMAZON COM INC | 3.70% | Consumer Discretionary |
| 5 | GOOGL | ALPHABET INC CLASS A | 2.60% | Communication |
| 6 | AVGO | BROADCOM INC | 2.56% | Information Technology |
| 7 | META | META PLATFORMS INC CLASS A | 2.12% | Communication |
| 8 | GOOG | ALPHABET INC CLASS C | 2.09% | Communication |
| 9 | TSLA | TESLA INC | 1.81% | Consumer Discretionary |
| 10 | BRKB | BERKSHIRE HATHAWAY INC CLASS B | 1.51% | Financials |
| 11 | JPM | JPMORGAN CHASE & CO | 1.36% | Financials |
| 12 | LLY | ELI LILLY | 1.30% | Health Care |
| 13 | V | VISA INC CLASS A | 0.92% | Financials |
| 14 | XOM | EXXON MOBIL CORP | 0.81% | Energy |
| 15 | NFLX | NETFLIX INC | 0.79% | Communication |