iShares Breakthrough Environmental Solutions ETF (ETEC)

Overview

The iShares Breakthrough Environmental Solutions ETF (IBES) seeks to track the investment results of an index composed of developed and emerging market companies that could benefit from technologies and innovations that aim to reduce or abate greenhouse gas emissions. It invests in companies across various sectors that are involved in innovative environmental solutions.

Reputation and Reliability

BlackRock is a leading global asset manager with a strong reputation and extensive experience in managing ETFs.

Management Expertise

BlackRock has a dedicated team of investment professionals managing its ETF offerings, leveraging deep expertise in environmental and sustainable investing.

Goal

To track the investment results of an index composed of developed and emerging market companies that could benefit from technologies and innovations that aim to reduce or abate greenhouse gas emissions.

Investment Approach and Strategy

Strategy: The ETF aims to track the investment results of the MSCI ACWI IMI Breakthrough Environmental Solutions Select Index.

Composition The ETF primarily holds stocks of companies involved in areas such as renewable energy, water efficiency, waste management, and sustainable agriculture.

Market Share: Data unavailable.

Total Net Assets (AUM): 40540000

Key Competitors

• Invesco WilderHill Clean Energy ETF (PBW)
• ALPS Clean Energy ETF (ACES)
• First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN)

Competitive Landscape

The competitive landscape is characterized by ETFs focused on clean energy and environmental solutions. IBES's focus on 'breakthrough' environmental solutions might differentiate it, while competitors have more established AUM. The advantage of IBES lies in its specific focus. Disadvantages are limited AUM and shorter performance history compared to its competitors.

Historical Performance: Historical performance data is limited due to the ETF's relatively recent inception.

Benchmark Comparison: Benchmark comparison is available in fund factsheet, usually against its underlying index.

Expense Ratio: 0.0055

Average Trading Volume

The average trading volume for IBES is relatively low, suggesting moderate liquidity.

Bid-Ask Spread

The bid-ask spread varies depending on market conditions and trading volume; review current broker quotes for the current spread.

Market Environment Factors

Government regulations, technological advancements in renewable energy, and growing investor interest in ESG factors are key factors affecting the ETF.

Growth Trajectory

IBES is likely to be influenced by the increasing demand for environmental solutions and the development of related technologies. Changes to strategy and holdings would be announced periodically by BlackRock.

Competitive Edge

The iShares Breakthrough Environmental Solutions ETF's competitive edge lies in its focus on breakthrough technologies aimed at reducing greenhouse gas emissions. Its focus on companies utilizing innovative environmental solutions provides a unique investment opportunity. However, its relative youth and small AUM might be considered disadvantages. The management expertise of BlackRock is a considerable advantage.

Volatility

Volatility is dependent on the specific holdings and overall market conditions. Due to its narrow focus the ETF may be more volatile than broad-based ETFs.

Market Risk

Market risk includes the potential for declines in the value of the ETF's holdings due to changes in economic conditions, industry trends, or company-specific factors.

Ideal Investor Profile

The ideal investor profile for IBES is an investor seeking exposure to innovative companies involved in environmental solutions and willing to accept moderate risk for potential long-term growth.

Market Risk

IBES is more suitable for long-term investors with a focus on environmental themes and a moderate to high-risk tolerance.

The iShares Breakthrough Environmental Solutions ETF provides targeted exposure to companies benefiting from the development and deployment of breakthrough environmental technologies. Managed by BlackRock, a reputable issuer, the ETF offers a specialized investment opportunity in the environmental sector. Investors should be aware of the moderate liquidity and potential volatility associated with sector-specific ETFs. Its performance is closely linked to the success of the underlying innovative solutions. This ETF should be considered as part of a well-diversified portfolio.

Data Sources:

• iShares website
• ETF.com
• Company Filings

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions.