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Upturn AI SWOT - About
iShares Future AI & Tech ETF (ARTY)
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Upturn Advisory Summary
02/07/2025: ARTY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit -5.9% | Avg. Invested days 40 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/07/2025 |
Key Highlights
Volume (30-day avg) 314650 | Beta - | 52 Weeks Range 27.58 - 41.45 | Updated Date 04/4/2025 |
52 Weeks Range 27.58 - 41.45 | Updated Date 04/4/2025 |
Upturn AI SWOT
iShares Future AI & Tech ETF
ETF Overview
Overview
The iShares Future AI & Tech ETF (IRBO) seeks to track the investment results of an index composed of developed and emerging market companies that may benefit from future developments in robotics and artificial intelligence.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation for providing reliable and innovative investment solutions.
Management Expertise
BlackRock's investment team possesses extensive experience in managing thematic ETFs and leveraging its global research capabilities.
Investment Objective
Goal
To track the investment results of an index composed of developed and emerging market companies that may benefit from future developments in robotics and artificial intelligence.
Investment Approach and Strategy
Strategy: The ETF aims to track the investment results of the NYSE FactSet Global Robotics and Artificial Intelligence Index.
Composition The ETF holds a diversified portfolio of stocks in companies involved in robotics and artificial intelligence, including both hardware and software companies.
Market Position
Market Share: IRBO's market share is relatively small compared to broader technology ETFs.
Total Net Assets (AUM): 169600000
Competitors
Key Competitors
- ROBO
- BOTZ
- ARKQ
Competitive Landscape
The robotics and AI ETF market is competitive, with several established players. IRBO distinguishes itself with its broader global focus compared to some competitors, but faces challenges in gaining market share due to the established presence and brand recognition of ROBO, BOTZ, and ARKQ. IRBO's lower expense ratio is an advantage, but it needs to demonstrate consistent performance to attract more investors.
Financial Performance
Historical Performance: Performance data for IRBO should be obtained from financial data providers, generally represented as a time series of returns.
Benchmark Comparison: IRBO's performance should be compared against the NYSE FactSet Global Robotics and Artificial Intelligence Index to assess tracking efficiency.
Expense Ratio: 0.47
Liquidity
Average Trading Volume
IRBO's average daily trading volume indicates moderate liquidity, sufficient for most retail investors but potentially limiting for large institutional investors.
Bid-Ask Spread
The bid-ask spread for IRBO is typically moderate, reflecting its trading volume and indicating the cost of executing trades.
Market Dynamics
Market Environment Factors
Economic growth, technological advancements in AI and robotics, interest rates, and geopolitical factors significantly impact IRBO's performance.
Growth Trajectory
IRBO's growth is tied to the adoption and development of AI and robotics technologies across various industries and geographies.
Moat and Competitive Advantages
Competitive Edge
IRBO's competitive edge lies in its global focus and the potential for growth in both developed and emerging markets. The ETF offers exposure to a wide range of companies involved in AI and robotics, reducing concentration risk. The fund's established issuer, BlackRock, provides investors with confidence in its management and operational capabilities. While not holding a large market share compared to its competitors, IRBO has room to grow as the future of AI and technology evolves.
Risk Analysis
Volatility
IRBO's volatility is expected to be high due to its focus on growth-oriented technology companies.
Market Risk
The ETF is exposed to market risk, sector-specific risk related to technology and AI, and international risk due to its global holdings.
Investor Profile
Ideal Investor Profile
The ideal investor for IRBO is one with a long-term investment horizon and a high-risk tolerance, seeking exposure to the growth potential of the robotics and AI industries.
Market Risk
IRBO is suitable for long-term investors seeking thematic exposure to the artificial intelligence and robotics sectors.
Summary
The iShares Future AI & Tech ETF (IRBO) offers a globally diversified portfolio of companies involved in robotics and artificial intelligence. While facing competition from established ETFs, IRBO benefits from BlackRock's reputation and a lower expense ratio. Its performance is tied to the growth of AI and robotics technologies across various industries. IRBO is suitable for long-term investors with a high-risk tolerance seeking exposure to the potential upside of this rapidly evolving sector.
Similar Companies
BOTZ
Global X Robotics & Artificial Intelligence ETF
BOTZ
Global X Robotics & Artificial Intelligence ETF
ROBO
Robo Global® Robotics and Automation Index ETF
ROBO
Robo Global® Robotics and Automation Index ETF
Sources and Disclaimers
Data Sources:
- iShares Website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made after consulting with a qualified financial advisor. Market share data is estimated and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Future AI & Tech ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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