evenfolio
iSharesNatural ResourcesIYM · NYSE Arca

iShares U.S. Basic Materials ETF (IYM)

Price
$186.56
11 Sept 2026
Assets
$1.1B
Total net assets
Expense ratio
0.37%
Category 0.87%
Yield
1.21%
Trailing distributions
3Y CAGR
14.2%+0.2%
Category 14.0%
5Y CAGR
9.2%+1.2%
Category 8.0%
Loading NAV history…
iShares U.S. Basic Materials ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-1.2%-0.5%+8.2%+21.8%+25.6%+14.2%+9.2%+11.0%+8.5%
Natural Resources average-1.6%-1.6%3.0%12.3%28.5%14.0%8.0%11.3%11.7%
Difference+0.4%+1.1%+5.2%+9.5%-2.8%+0.2%+1.2%-0.4%-3.2%

Holdings

The 10 largest positions make up 68.1% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
LINLinde PLC19.08%
NEMNewmont Corp11.44%
FCXFreeport-McMoRan Inc9.23%
ECLEcolab Inc6.02%
APDAir Products and Chemicals Inc4.81%
AUAnglogold Ashanti PLC4.41%
FASTFastenal Co4.24%
NUENucor Corp4.02%
STLDSteel Dynamics Inc2.65%
CRSCarpenter Technology Corp2.18%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
24.2
P/B
3.7
P/S
2.9
P/CF
15.3

Sector allocation

Share of the equity the fund holds.

86.2%Materials3 sectors
  1. Materials86.2%
  2. Industrials10.6%
  3. Consumer discretionary3.2%

Asset mix

  • Stocks99.9%
  • Cash0.1%

ETF details

Issuer
iShares
Category
Equity · Natural Resources
Ticker
IYM
Exchange
NYSE Arca
Inception
12 Jun 2000 (26.2 years)
Structure
Exchange Traded Fund
Expense ratio
0.37% (category 0.87%)
Holdings turnover
18% (category 44%)
Distribution yield
1.21%
Beta, 3 years
0.89
Total net assets
$1.1B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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