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Upturn AI SWOT - About
iShares MSCI Global Energy Producers ETF (FILL)
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Upturn Advisory Summary
04/01/2025: FILL (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 -13.07% | Avg. Invested days 39 | 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 04/01/2025 |
Key Highlights
Volume (30-day avg) 9609 | Beta 0.75 | 52 Weeks Range 22.09 - 26.87 | Updated Date 04/2/2025 |
52 Weeks Range 22.09 - 26.87 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares MSCI Global Energy Producers ETF
ETF Overview
Overview
The iShares MSCI Global Energy Producers ETF (IEO) seeks to track the investment results of an index composed of global equities in the energy sector. It provides exposure to companies worldwide that produce energy, including oil, gas, and coal.
Reputation and Reliability
iShares, managed by BlackRock, is a reputable and reliable ETF provider with a long track record in the market.
Management Expertise
BlackRock has extensive expertise in managing ETFs and passive investment strategies.
Investment Objective
Goal
To track the investment results of an index composed of global equities in the energy sector.
Investment Approach and Strategy
Strategy: IEO aims to track the MSCI ACWI IMI Energy Producers Index, a free-float adjusted market capitalization-weighted index.
Composition The ETF primarily holds stocks of companies involved in the exploration, production, and distribution of oil, gas, and coal. It provides diversified exposure across the global energy sector.
Market Position
Market Share: IEO's market share is specific to the global energy producers ETF niche. Determining the exact percentage requires up-to-date market share data from ETF data providers.
Total Net Assets (AUM): 356800000
Competitors
Key Competitors
- XLE
- VDE
- IXC
Competitive Landscape
The energy ETF industry is dominated by a few large players. IEO offers global exposure, differentiating it from some US-focused competitors. XLE has a high market share advantage, while VDE covers broader energy and is competitive on costs. IEO's main disadvantage is its smaller size, leading to lower liquidity compared to competitors. However, this could be seen as an advantage for diversification due to lower weighting of US oil companies.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Consult the ETF's official website or financial data providers for up-to-date historical performance data across various timeframes.
Benchmark Comparison: IEO's performance should be compared to the MSCI ACWI IMI Energy Producers Index to assess its tracking effectiveness.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The ETF's liquidity is adequate, with an average trading volume that allows investors to buy and sell shares without causing significant price fluctuations.
Bid-Ask Spread
The bid-ask spread is typically competitive, indicating relatively low transaction costs for investors.
Market Dynamics
Market Environment Factors
Economic growth, oil and gas prices, geopolitical events, and regulatory changes all impact the ETF's performance. The global energy sector is cyclical and sensitive to these factors.
Growth Trajectory
The ETF's growth trajectory depends on the future of energy production, consumption, and the performance of global energy companies. Changes to strategy or holdings may occur to align with the index's composition.
Moat and Competitive Advantages
Competitive Edge
IEO's competitive edge lies in its global exposure to energy producers, providing diversification beyond the US market. BlackRock's expertise in ETF management contributes to the ETF's reliability. Its focus on energy producers distinguishes it from broader energy ETFs. However, it may lack a significant moat against larger, more liquid, and cheaper competitors.
Risk Analysis
Volatility
The ETF's volatility is expected to be high due to the inherent volatility of the energy sector and the fluctuations in oil and gas prices.
Market Risk
The ETF is subject to market risk associated with the energy sector, including commodity price volatility, regulatory risks, and geopolitical risks.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to global energy producers may find this ETF suitable. It may appeal to those seeking diversification beyond US-focused energy investments.
Market Risk
This ETF is best suited for investors with a higher risk tolerance, due to the volatility of the energy sector. It is suitable for both long-term investors seeking sector exposure and active traders.
Summary
The iShares MSCI Global Energy Producers ETF (IEO) provides targeted exposure to global energy producers and may offer diversification benefits. The ETF is subject to the volatility of the energy sector. BlackRocku2019s management offers reliability. However, IEO competes with larger ETFs, highlighting the importance of comparing expense ratios and liquidity of similar sector ETFs to make informed choices.
Similar Companies
FENY
Fidelity® MSCI Energy Index ETF
FENY
Fidelity® MSCI Energy Index ETF
IXC
iShares Global Energy ETF
IXC
iShares Global Energy ETF
OIH
VanEck Oil Services ETF
OIH
VanEck Oil Services ETF
VDE
Vanguard Energy Index Fund ETF Shares
VDE
Vanguard Energy Index Fund ETF Shares
XLE
Energy Select Sector SPDR® Fund
XLE
Energy Select Sector SPDR® Fund
Sources and Disclaimers
Data Sources:
- iShares Official Website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor 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 MSCI Global Energy Producers ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index measures the combined performance of equity securities of companies in both developed and emerging markets that are primarily engaged in the business of energy exploration and production. The fund is non-diversified.
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