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Upturn AI SWOT - About
iShares Global Industrials ETF (EXI)
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Upturn Advisory Summary
04/01/2025: EXI (1-star) is a SELL. SELL since 1 days. Profits (-1.52%). Updated daily EoD!
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 1.65% | Avg. Invested days 45 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 49277 | Beta 1.16 | 52 Weeks Range 128.93 - 151.70 | Updated Date 04/2/2025 |
52 Weeks Range 128.93 - 151.70 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares Global Industrials ETF
ETF Overview
Overview
The iShares Global Industrials ETF (EXI) seeks to track the investment results of an index composed of global equities in the industrials sector. It provides exposure to companies involved in aerospace & defense, engineering, and manufacturing globally.
Reputation and Reliability
BlackRock is a leading global investment management firm with a strong reputation for managing ETFs. They are known for their broad range of investment products and extensive experience.
Management Expertise
BlackRock has a team of experienced portfolio managers and analysts dedicated to managing its ETF offerings, leveraging its global research capabilities.
Investment Objective
Goal
To track the investment results of an index composed of global equities in the industrials sector.
Investment Approach and Strategy
Strategy: EXI aims to track the S&P Global Industrials Sector Index. It employs a replication strategy, holding all or a representative sample of the securities in the index.
Composition The ETF holds stocks of companies within the industrials sector across various countries, including aerospace and defense, construction materials, and machinery.
Market Position
Market Share: Insufficient data to accurately assess EXI's specific market share due to the diverse range of industrial ETFs and broader market dynamics.
Total Net Assets (AUM): 328600000
Competitors
Key Competitors
- XLI
- VIS
- IYJ
Competitive Landscape
The industrial ETF landscape is competitive, with several ETFs offering exposure to the sector. EXI differentiates itself through its global focus, while XLI primarily focuses on US industrials and has significantly higher AUM, thus greater liquidity. VIS offer similar expense ratio as EXI, but more domestic than global. IYJ holds more aerospace/defence stocks compared to EXI.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers to provide specific numbers.
Benchmark Comparison: Benchmark comparison requires specific historical data analysis against the S&P Global Industrials Sector Index.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
EXI's average trading volume indicates moderate liquidity, which can affect the ease of buying or selling shares.
Bid-Ask Spread
The bid-ask spread reflects the difference between the highest price a buyer is willing to pay and the lowest price a seller will accept, influencing transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, infrastructure spending, and global trade policies influence the performance of industrials sector ETFs. Global supply chain issues, interest rates, and government regulations significantly affect the market.
Growth Trajectory
The growth trajectory of EXI is dependent on the performance of the global industrials sector, which can fluctuate based on macroeconomic trends and geopolitical events. Changes to strategy and holdings are based on market conditions and the underlying index methodology.
Moat and Competitive Advantages
Competitive Edge
EXI offers investors access to global industrial companies, diversifying beyond the US market. Its diversification strategy in an efficient manner is a competitive advantage. The established reputation and management expertise of BlackRock, along with the liquidity that EXI exhibits, enhance its appeal to investors seeking global industrial exposure. The global approach provides exposure to different economic cycles.
Risk Analysis
Volatility
EXI's volatility reflects the inherent risks associated with the industrials sector and global equities.
Market Risk
The ETF is subject to market risk, including fluctuations in the global economy, sector-specific downturns, and geopolitical instability.
Investor Profile
Ideal Investor Profile
The ideal investor for EXI is someone seeking exposure to the global industrials sector for diversification purposes.
Market Risk
EXI is suitable for long-term investors and passive index followers seeking to track the performance of the global industrials sector.
Summary
The iShares Global Industrials ETF (EXI) is a fund that seeks to track the investment results of an index composed of global equities in the industrials sector. BlackRock's EXI offers a way for investors to gain exposure to global industrial companies. The ETF provides diversification benefits but carries inherent risks associated with the industrials sector and global markets. EXI is ideal for long-term investors seeking passive exposure to global industrials.
Similar Companies
- XLI
- VIS
- IYJ
- FXR
- DIA
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own research and consultation with a qualified financial advisor. Market share data may not be precise due to varying reporting standards and data availability. AUM and other data points are subject to change.
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 Global Industrials ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of companies that the index provider deems to be part of the industrials sector of the economy and that the index provider believes are important to global markets. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
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