IYZ: Stable Cash Flows From Telecom Carriers And Fiber Expansion

iShares U.S. Telecommunications ETF is a buy due to its stable cash flows and dividend income potential from mature telecom holdings. IYZ's top holdings—Cisco, Verizon, and AT&T—anchor the fund with durable networks, benefiting from AI infrastructure and fiber expansion. Despite underperforming peers like VOX and XTL, IYZ offers a higher dividend yield (1.69%) and attractive long-term risk/reward through steady income streams.

Seeking Alpha • Jun 22, 2026

The Chart That Answers Your Question About BDC Dividend Cuts

Investors have started to question how sustainable BDC dividends are. A lot of this skepticism is logical and justified by valid reasons. My calculus shows that on average BDCs could cut their dividends by 20% in order to avoid NAV erosion.

Seeking Alpha • Jan 5, 2026

Is Your Retirement Income Enough? How I Leveled Up Mine With Covered Call ETFs

Yield for traditional income sources have started to compress. For income-oriented investors, who seek to build a reliable passive income machine it causes a real headache. To hit a certain target income figure, investors have to assume either higher risks, extend time horizon or save/invest more capital.

Seeking Alpha • Dec 3, 2025

35 ETFs to Watch After the S&P 500's Most Recent Surge

Over the last 100 trading days, or roughly five months, the S&P 500 Index (SPX) has surged more than 25%.

Schaeffers Research • Sep 4, 2025

IYZ: Concentrated Telco ETF, Hard To See The Upside

IYZ underperforms both its peer XTL and the S&P 500, with disappointing returns and unattractive projected industry growth. The U.S. telecom sector faces slow growth (3-3.7% CAGR), increasing headwinds from big tech, and limited upside from AI and 5G trends. Given industry perspectives, valuation concerns, and better alternatives, I do not recommend IYZ; targeted exposure to select companies is preferable.

Seeking Alpha • Aug 19, 2025

Communication ETFs Speak to Investors After Latest Earnings

Wednesday, July 23 came and went with another spate of earnings to report. While the still-hot theme of artificial intelligence (AI) living through big tech earnings may grab headlines, the communications sector specifically may also speak to investors.

ETF Trends • Jul 23, 2025

Assessing Telecomm ETFs Post Q4 Earnings Beat

Look at telecom ETFs as companies report fourth-quarter 2024 earnings.

Zacks Investment Research • Jan 29, 2025

Assessing What Q3 Earnings Means for Telecom ETFs

Look at how Telecom ETFs are performing after Q3 earnings.

Zacks Investment Research • Oct 30, 2024

IYZ Needs A Spark To Get Going

iShares U.S. Telecommunications ETF holds a concentrated portfolio in the telecom and tech sectors, with 43% of assets in Cisco, Verizon, and Comcast. Despite strong profitability margins, IYZ struggles with poor revenue growth and lagging performance compared to peers, making it a hold for now. The telecom industry's future growth hinges on 5G infrastructure, but current performance issues make IYZ less attractive for immediate investment.

Seeking Alpha • Aug 30, 2024

Cisco Beats on Earnings, Trims Outlook: ETFs in Focus

Cisco (CSCO) beat estimates on both earnings and revenues but provided a weak outlook and revealed plans to lay off 5% of its global workforce, pushing its share price down.

Zacks Investment Research • Feb 15, 2024