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Upturn AI SWOT - About
iShares Biotechnology ETF (IBB)
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Upturn Advisory Summary
03/27/2025: IBB (1-star) is a SELL. SELL since 3 days. Profits (-6.49%). 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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -18.12% | Avg. Invested days 44 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 1089228 | Beta 0.81 | 52 Weeks Range 123.26 - 150.16 | Updated Date 03/28/2025 |
52 Weeks Range 123.26 - 150.16 | Updated Date 03/28/2025 |
Upturn AI SWOT
iShares Biotechnology ETF
ETF Overview
Overview
The iShares Biotechnology ETF (IBB) seeks to track the investment results of an index composed of U.S. equities in the biotechnology sector. It offers exposure to companies that are involved in the research, development, manufacture, and marketing of biopharmaceutical products. The fund primarily invests in the healthcare sector and aims for long-term capital appreciation.
Reputation and Reliability
iShares, managed by BlackRock, is one of the largest and most reputable ETF providers globally, known for its extensive range of funds and operational efficiency.
Management Expertise
BlackRock has significant expertise in managing ETFs, with a dedicated team of portfolio managers and analysts overseeing the iShares product line.
Investment Objective
Goal
To track the investment results of an index composed of U.S. equities in the biotechnology sector.
Investment Approach and Strategy
Strategy: IBB aims to track the investment results of the Nasdaq Biotechnology Index.
Composition Primarily holds stocks of biotechnology companies, with a high concentration in the healthcare sector.
Market Position
Market Share: IBB holds a significant market share within the biotechnology ETF sector.
Total Net Assets (AUM): 7680000000
Competitors
Key Competitors
- XBI
- LABU
- BIB
- FBT
- ARKG
Competitive Landscape
The biotechnology ETF market is competitive, with IBB facing strong competition from other established funds. IBB's advantages include its large AUM and low expense ratio. A disadvantage could be a broader index tracking approach compared to more focused competitors such as XBI.
Financial Performance
Historical Performance: Historical performance data is variable and depends on the biotechnology sector's performance, influenced by factors like drug approvals, clinical trial results, and regulatory changes.
Benchmark Comparison: IBB's performance is typically compared to the Nasdaq Biotechnology Index to gauge its effectiveness in tracking the benchmark.
Expense Ratio: 0.45
Liquidity
Average Trading Volume
IBB generally has high average trading volume, indicating good liquidity.
Bid-Ask Spread
IBB typically has a narrow bid-ask spread, reflecting its high liquidity and ease of trading.
Market Dynamics
Market Environment Factors
Economic indicators, healthcare spending, regulatory environment, and advancements in biotechnology influence IBB's performance.
Growth Trajectory
IBB's growth trajectory is closely tied to the biotechnology sector's innovation, clinical trial successes, and overall market sentiment.
Moat and Competitive Advantages
Competitive Edge
IBB benefits from BlackRock's strong brand and distribution network, attracting a large asset base. Its broad exposure to the biotechnology sector provides diversification. Its expense ratio, though not the lowest, is competitive within the sector. The fund's high liquidity makes it attractive to both institutional and retail investors. IBB's well-established track record adds to its appeal.
Risk Analysis
Volatility
The biotechnology sector is inherently volatile due to factors such as clinical trial outcomes and regulatory approvals, resulting in higher volatility for IBB.
Market Risk
IBB is exposed to market risk and sector-specific risks associated with the biotechnology industry, including regulatory changes, competition, and clinical trial failures.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the biotechnology sector with a moderate to high risk tolerance and a long-term investment horizon are the ideal investor profile for IBB.
Market Risk
IBB is suitable for long-term investors looking to participate in the growth potential of the biotechnology sector, but should be used as part of a diversified portfolio due to its inherent risks.
Summary
IBB is a biotechnology ETF that tracks the Nasdaq Biotechnology Index. It offers exposure to a basket of biotechnology companies, making it suitable for investors who want to invest in this sector. IBB's competitive advantages lie in its established name, high liquidity, and broad market exposure. The fund's performance is strongly correlated to sector trends and market sentiment, highlighting a potential risk for its investors. In summary, itu2019s a valuable tool for building a healthcare/biotechnology investment portfolio, although investors should be wary of the sector's volatility.
Similar Companies
- XBI
- LABU
- BIB
- FBT
- ARKG
- PJP
- BBC
- SBIO
Sources and Disclaimers
Data Sources:
- iShares Website
- ETF.com
- Morningstar
- Yahoo Finance
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. Market conditions can change rapidly, and investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
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 Biotechnology ETF
Exchange NASDAQ | 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 its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. It is non-diversified.
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