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Should You Invest in the iShares U.S. Technology ETF (IYW)?

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The iShares U.S. Technology ETF (IYW - Free Report) was launched on 05/15/2000, and is a passively managed exchange traded fund designed to offer broad exposure to the Technology - Broad segment of the equity market.

An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors.

Additionally, sector ETFs offer convenient ways to gain low risk and diversified exposure to a broad group of companies in particular sectors. Technology - Broad is one of the 16 broad Zacks sectors within the Zacks Industry classification. It is currently ranked 9, placing it in bottom 44%.

Index Details

The fund is sponsored by Blackrock. It has amassed assets over $7.77 billion, making it one of the largest ETFs attempting to match the performance of the Technology - Broad segment of the equity market. IYW seeks to match the performance of the Dow Jones U.S. Technology Index before fees and expenses.

The Russell 1000 Technology RIC 22.5/45 Capped Index includes companies in the following sectors: software and computer services and technology hardware and equipment. The Index is capitalization-weighted and includes only companies in the technology industry of the Dow Jones U.S. Total Market Index.

Costs

Cost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive counterparts if all other fundamentals are the same.

Annual operating expenses for this ETF are 0.41%, making it one of the cheaper products in the space.

It has a 12-month trailing dividend yield of 0.32%.

Sector Exposure and Top Holdings

ETFs offer a diversified exposure and thus minimize single stock risk but it is still important to delve into a fund's holdings before investing. Most ETFs are very transparent products and many disclose their holdings on a daily basis.

This ETF has heaviest allocation in the Information Technology sector--about 82.90% of the portfolio. Telecom and Industrials round out the top three.

Looking at individual holdings, Apple Inc (AAPL - Free Report) accounts for about 19.36% of total assets, followed by Microsoft Corp (MSFT - Free Report) and Alphabet Inc Class A (GOOGL - Free Report) .

The top 10 holdings account for about 63.62% of total assets under management.

Performance and Risk

Year-to-date, the iShares U.S. Technology ETF has lost about -17.68% so far, and is up roughly 5.09% over the last 12 months (as of 05/05/2022). IYW has traded between $86.67 and $117.09 in this past 52-week period.

The ETF has a beta of 1.12 and standard deviation of 29.51% for the trailing three-year period, making it a medium risk choice in the space. With about 158 holdings, it effectively diversifies company-specific risk.

Alternatives

IShares U.S. Technology ETF holds a Zacks ETF Rank of 1 (Strong Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, IYW is an excellent option for investors seeking exposure to the Technology ETFs segment of the market. There are other additional ETFs in the space that investors could consider as well.

Technology Select Sector SPDR ETF (XLK - Free Report) tracks Technology Select Sector Index and the Vanguard Information Technology ETF (VGT - Free Report) tracks MSCI US Investable Market Information Technology 25/50 Index. Technology Select Sector SPDR ETF has $44.98 billion in assets, Vanguard Information Technology ETF has $47.10 billion. XLK has an expense ratio of 0.10% and VGT charges 0.10%.

Bottom Line

To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.

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