iShares US Financials ETF

IYF

Market cap $4.2B

Big banks will start releasing their quarterly numbers this week. Let's delve into the earnings potential of the big six banking companies, which could drive the performance of the sector ahead.

I maintain a buy rating on iShares US Financials ETF (IYF), driven by attractive valuations and robust technical momentum. IYF benefits from sector tailwinds: M&A, IPOs, corporate debt underwriting, and favorable rate trends, supporting outperformance into 2026. The ETF's low 14.5x P/E, 12% long-term EPS growth, and 1.20x PEG ratio underscore its compelling risk/reward profile.

Looking for broad exposure to the Financials - Broad segment of the equity market? You should consider the iShares U.S. Financials ETF (IYF), a passively managed exchange traded fund launched on May 22, 2000.

Softer inflation and dovish signals point to more 2026 rate cuts. These ETFs can help investors ride potential gains.

The Investment Committee give you their top stocks to watch for the second half.

Right now ahead of Halloween, the real suspense might be in ETF investing strategies. With markets seesawing between hopes for rate cuts and the resilience of earnings, investors are dusting off one of Wall Street's spooky old sayings:  Sell in May and go away.

Looking for broad exposure to the Financials - Broad segment of the equity market? You should consider the iShares U.S. Financials ETF (IYF), a passively managed exchange traded fund launched on May 22, 2000.

iShares U.S. Financials ETF is rated a buy for its strong top holdings and attractive valuation versus peer financial ETFs. IYF's performance is driven by Berkshire Hathaway, JPMorgan, and Bank of America, each offering growth, diversification, and dividend potential. Despite higher fees and a lower yield, IYF benefits from solid fundamentals and lower exposure to high-valuation stocks, like Visa and Mastercard.

The first rate cut of the year gives investors the opportunity to position their portfolios to capture future upside in certain sectors, should further cuts occur. History has an uncanny ability to repeat itself, and it's telling us that we should target the financial sector.

Big banks??? earnings surge, resilient deal activity, and favorable valuations put focus on financial ETFs like XLF, VFH, KBWB and IYF.