| iShares U.S. Financial Services is an open-end management investment company. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Dow Jones U.S. Financial Services Index (the Underlying Index). The Underlying Index measures the performance of the financial services sector of the United States equity market. The Underlying Index includes components of subsectors in the Dow Jones U.S. Index: banks, asset managers, consumer finance, specialty finance, investment services and mortgage finance. As of Apr 30 2015, the Fund's total assets were $566,606,760 and the Fund's investment portfolio was valued at $566,235,885. The IYG YTD return is shown above.
The YTD Return on the IYG YTD return page and across the coverage universe of our site,
is a measure of the total return for a given investment year-to-date for the current calendar year
(up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement
period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely
useful in the context of our country's tax system which taxes gains and income on a calendar year basis.
Thus, researching Year-To-Date Returns is good practice for investors — whether IYG YTD return or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the IYG YTD return calculation (with any dividends reinvested as applicable), and to provide a
coverage universe of many stocks and ETFs to be able to compare YTD returns.