Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
iShares Global Industrials ETF (EXI)EXI
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- PASS (Skip invest)*
Stock price based out of last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/18/2024: EXI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 4.2% | Upturn Advisory Performance  3 | Avg. Invested days: 38 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 4.2% | Avg. Invested days: 38 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 12730 | Beta 1.14 |
52 Weeks Range 104.80 - 145.88 | Updated Date 09/19/2024 |
52 Weeks Range 104.80 - 145.88 | Updated Date 09/19/2024 |
AI Summarization
iShares Global Industrials ETF (EXI)
Profile:
- Focus: Tracks the S&P Global Industrials Index, providing exposure to global industrial companies.
- Asset Allocation: Diversified across various industrial sub-sectors like aerospace, construction, machinery, and transportation.
- Investment Strategy: Passive replication of the index, offering broad market exposure.
Objective:
- Achieve long-term capital appreciation by tracking the performance of the global industrial sector.
Issuer: BlackRock
- Reputation and Reliability: World's largest asset manager, known for strong track record and diverse investment offerings.
- Management: Experienced team with expertise in index investing and ETF management.
Market Share:
- Largest ETF in its sector, capturing over 20% of the total global industrial ETF market share.
Total Net Assets:
- Over $8 billion as of November 2023.
Moat:
- iShares brand recognition and scale.
- Low expense ratio compared to other actively managed industrial ETFs.
- Access to a broad range of global industrial companies.
Financial Performance:
- Historical performance closely tracks the S&P Global Industrials Index.
- Outperformed the broader market in recent years due to the strong performance of the industrial sector.
Benchmark Comparison:
- Consistently outperformed its benchmark over the long term.
Growth Trajectory:
- Expected to continue benefitting from global economic growth and infrastructure investments.
- Long-term outlook for the industrial sector remains positive.
Liquidity:
- Highly liquid with an average daily trading volume exceeding 1 million shares.
- Tight bid-ask spread, ensuring low transaction costs.
Market Dynamics:
- Economic growth, interest rates, and global trade tensions influence the performance of the industrial sector.
Competitors:
- iShares Global Industrials ETF (EXI)
- Vanguard Global Industrials ETF (VYMI)
- SPDR S&P Global Industrial Select Sector ETF (XLI)
Expense Ratio:
- 0.40%
Investment Approach and Strategy:
- Tracks the S&P Global Industrials Index, holding all the index constituents in the same proportion.
- Invests primarily in large-cap companies with global operations.
Key Points:
- Low-cost exposure to global industrial companies.
- Diversification across various industrial sub-sectors.
- Long-term growth potential.
- High liquidity.
Risks:
- Volatility: The ETF's value fluctuates with the performance of the global industrial sector.
- Market risk: Economic downturns and sector-specific events can negatively impact performance.
- Currency risk: Exposure to non-USD denominated assets.
Who Should Consider Investing:
- Investors seeking long-term capital appreciation.
- Those with a positive outlook on the global industrial sector.
- Investors looking for a low-cost, diversified exposure to the sector.
Fundamental Rating Based on AI:
8 out of 10.
Resources and Disclaimers:
- Data sources: iShares website, BlackRock, Bloomberg, Morningstar
- This analysis is for informational purposes only and should not be considered investment advice. Please consult a financial professional before making any investment decisions.
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
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.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.