iShares Dow Jones US Financial SectorIYF

Morningstar Rating

ETF Research and Analysis

by Robert Goldsborough
Suitability
IShares Dow Jones US Financial Sector IYF is appropriate as a tactical satellite holding for broad exposure to the U.S. financial-services sector. Unlike many other U.S. equity sectors, the financial-services sector still   Read more 

Bull Case

IYF's broad portfolio mitigates company-specific risk, while offering pure exposure to the U.S. financial-services industry.
Financial-services companies could get a boost from a continued U.S. economic recovery.
Capital ratios are improving.  Read more 

Bear Case

IYF is more expensive than its peers.
Greater regulation of financial-services firms is forcing them to make changes to their business models.
Interest-rate spread revenue has remained flat or fallen at most banks, putting pressure on their margins. Read more 

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