IShares Consumer is trading at 90.43 as of the 24th of March 2025, a 2.40 percent increase since the beginning of the trading day. The etf's open price was 88.31. IShares Consumer has about a 30 percent probability of financial distress in the next few years of operation and has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. Click here to learn more.
The fund generally will invest at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The company has 4.5 M outstanding shares. More on iShares Consumer Discretionary
Jennifer Hsui, Greg Savage, Paul Whitehead, Amy Whitelaw
Transfer Agent
State Street Bank and Trust Company
Fiscal Year End
30-Apr
Exchange
NYSE Arca, Inc.
Number of Constituents
181
Market Maker
Citadel
Total Expense
0.4
Management Fee
0.4
Country Name
USA
Returns Y T D
(7.99)
Name
iShares US Consumer Discretionary ETF
Currency Code
USD
Open Figi
BBG000BXY2M8
In Threey Volatility
22.9
1y Volatility
15.73
200 Day M A
89.5427
50 Day M A
95.9974
Code
IYC
Updated At
24th of March 2025
Currency Name
US Dollar
In Threey Sharp Ratio
0.34
iShares Consumer Discretionary [IYC] is traded in USA and was established 2000-06-12. The fund is classified under Consumer Cyclical category within iShares family. The entity is thematically classified as Consumer Discretionary ETFs. iShares Consumer Dis currently have 654.19 M in assets under management (AUM). , while the total return for the last 3 years was 6.9%.
Check IShares Consumer Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares Consumer Discretionary Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top iShares Consumer Discretionary Etf Constituents
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares Consumer. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
When determining whether iShares Consumer Dis offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of IShares Consumer's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Ishares Consumer Discretionary Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Ishares Consumer Discretionary Etf:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Consumer Discretionary. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in manufacturing.
You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.
The market value of iShares Consumer Dis is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Consumer's value that differs from its market value or its book value, called intrinsic value, which is IShares Consumer's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Consumer's market value can be influenced by many factors that don't directly affect IShares Consumer's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Consumer's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Consumer is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Consumer's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.