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Upturn AI SWOT - About
Invesco Nasdaq Biotechnology ETF (IBBQ)
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Upturn Advisory Summary
03/27/2025: IBBQ (1-star) is a SELL. SELL since 2 days. Profits (-6.31%). 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 -9.72% | Avg. Invested days 46 | 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) 16270 | Beta 0.71 | 52 Weeks Range 19.93 - 24.63 | Updated Date 03/28/2025 |
52 Weeks Range 19.93 - 24.63 | Updated Date 03/28/2025 |
Upturn AI SWOT
Invesco Nasdaq Biotechnology ETF
ETF Overview
Overview
The Invesco Nasdaq Biotechnology ETF (IBB) is designed to track the investment results of the Nasdaq Biotechnology Index, which is composed of biotechnology and pharmaceutical companies listed on the Nasdaq. The ETF aims to provide exposure to the biotechnology sector, focusing on innovative companies in drug development, research, and related fields. It employs a passively managed strategy, seeking to replicate the index's performance.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record of managing ETFs and other investment products.
Management Expertise
Invesco has a team of experienced portfolio managers and analysts who oversee the ETF's operations and ensure it effectively tracks its underlying index.
Investment Objective
Goal
To track the investment results of the Nasdaq Biotechnology Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the performance of the Nasdaq Biotechnology Index.
Composition The ETF holds a portfolio of stocks representing companies included in the Nasdaq Biotechnology Index, primarily focusing on biotechnology and pharmaceutical firms.
Market Position
Market Share: IBB holds a significant market share in the biotechnology ETF sector, although subject to competition from other ETFs.
Total Net Assets (AUM): 7730000000
Competitors
Key Competitors
- SPDR S&P Biotech ETF (XBI)
- iShares Biotechnology ETF (IBB)
Competitive Landscape
The biotechnology ETF market is competitive, with IBB and XBI being the dominant players. IBB offers exposure to larger cap companies in the Nasdaq Biotechnology Index, while XBI provides more exposure to smaller cap biotech companies through an equal-weighting methodology. The choice depends on an investor's risk tolerance and market outlook.
Financial Performance
Historical Performance: Historical performance varies depending on the period observed; refer to the ETF's fact sheet for detailed performance data over specific timeframes.
Benchmark Comparison: IBB's performance is generally closely correlated with the Nasdaq Biotechnology Index, but tracking error can occur due to expenses and other factors.
Expense Ratio: 0.19
Liquidity
Average Trading Volume
The average trading volume for IBB is high, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread for IBB is generally tight, reflecting its high trading volume and liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, regulatory changes, clinical trial outcomes, and investor sentiment toward the biotechnology sector can significantly impact IBB's performance.
Growth Trajectory
IBB's growth trajectory depends on the overall health and growth of the biotechnology industry, including factors like innovation, regulatory approvals, and market demand for new therapies.
Moat and Competitive Advantages
Competitive Edge
IBB's competitive edge lies in its established brand, significant AUM, and deep tracking of the Nasdaq Biotechnology Index. It offers a straightforward and liquid way to gain exposure to a broad basket of biotechnology companies. The fund is passively managed. The ETF is considered very well established. The advantage allows investors a relatively low expense ratio.
Risk Analysis
Volatility
IBB can be relatively volatile due to the inherent risks associated with the biotechnology sector, including regulatory hurdles, clinical trial failures, and competition.
Market Risk
IBB is subject to market risk, as its performance is tied to the overall health of the stock market and the biotechnology sector in particular. Sector-specific risks, such as regulatory changes and clinical trial failures, can significantly impact its value.
Investor Profile
Ideal Investor Profile
The ideal investor for IBB is someone seeking exposure to the biotechnology sector and is comfortable with the inherent risks and volatility associated with it.
Market Risk
IBB may be suitable for long-term investors with a high risk tolerance or active traders seeking to capitalize on short-term trends in the biotechnology sector.
Summary
The Invesco Nasdaq Biotechnology ETF (IBB) provides targeted exposure to the biotechnology sector by tracking the Nasdaq Biotechnology Index. It's a passively managed fund suitable for investors with a higher risk tolerance looking to participate in the growth potential of biotechnology companies. The ETF can be volatile due to the nature of the industry, including regulatory and clinical trial risks. Despite the risks, IBB is a liquid and well-established ETF. It is best for investors with a long term focus.
Similar Companies
- XBI
- BBH
- LABU
- FBT
Sources and Disclaimers
Data Sources:
- Invesco's official website
- ETF.com
- Morningstar
- Nasdaq.com
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Market data is 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 Invesco Nasdaq 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 90% of its total assets in the securities that comprise the index. Strictly in accordance with its guidelines and mandated procedures, Nasdaq compiles the underlying index, which is a modified market capitalization weighted index that is designed to measure the performance of securities listed on the Nasdaq Stock Market that are classified as either biotechnology or pharmaceutical companies. The index may include securities of large-, mid- and small-capitalization companies. The fund is non-diversified.
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