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iShares Trust - iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT)
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Upturn Advisory Summary
04/01/2025: IDGT (1-star) is currently NOT-A-BUY. Pass it for now.
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 5.54% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 11115 | Beta 1.06 | 52 Weeks Range 64.37 - 85.99 | Updated Date 04/1/2025 |
52 Weeks Range 64.37 - 85.99 | Updated Date 04/1/2025 |
Upturn AI SWOT
iShares Trust - iShares U.S. Digital Infrastructure and Real Estate ETF
ETF Overview
Overview
The iShares U.S. Digital Infrastructure and Real Estate ETF (ticker: IDIG) seeks to track the investment results of an index composed of U.S. equities in the digital infrastructure and real estate sectors. It offers exposure to companies involved in data centers, cell towers, and other infrastructure supporting digital communication and commerce.
Reputation and Reliability
iShares is a well-established and reputable ETF provider with a long track record and a wide range of investment products.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience and expertise in asset management and ETF operations.
Investment Objective
Goal
To track the investment results of an index composed of U.S. equities in the digital infrastructure and real estate sectors.
Investment Approach and Strategy
Strategy: The ETF aims to track the performance of the NYSE FactSet Global Digital Infrastructure Income Index.
Composition The ETF holds stocks of companies involved in digital infrastructure and real estate, including data centers, cell towers, and other related assets.
Market Position
Market Share: Relatively niche sector ETF, market share is difficult to precisely quantify without specialized data sources.
Total Net Assets (AUM): 20889287.8
Competitors
Key Competitors
- AMT
- CCI
- EQIX
- DLR
Competitive Landscape
The competitive landscape for digital infrastructure ETFs is relatively concentrated among major players and individual stocks (like AMT, CCI, EQIX, and DLR) involved in the same industry. IDIG offers a diversified portfolio, but its niche focus can be both an advantage and disadvantage compared to broad market ETFs. Lower AUM may cause the ETF to close in the future compared to its competitors.
Financial Performance
Historical Performance: Requires specific date to provide. Cannot provide real-time information.
Benchmark Comparison: Requires specific date to provide. Cannot provide real-time information.
Expense Ratio: 0.47
Liquidity
Average Trading Volume
IDIG's liquidity is relatively low, with an average daily trading volume that might be insufficient for very large institutional investors.
Bid-Ask Spread
Given the low trading volume, the bid-ask spread can be relatively wide, potentially increasing transaction costs for investors.
Market Dynamics
Market Environment Factors
The ETF is influenced by factors such as the growth of data consumption, the expansion of 5G networks, and real estate market conditions.
Growth Trajectory
IDIG's growth is tied to the ongoing demand for digital infrastructure as well as overall market conditions. Future performance depends on the fund manager's ability to maintain their existing strategy.
Moat and Competitive Advantages
Competitive Edge
IDIG's competitive advantage lies in its focused exposure to the digital infrastructure sector, offering investors a targeted way to capitalize on the growth of data and digital services. By investing in companies that own and operate data centers, cell towers, and other critical infrastructure, the ETF provides exposure to a unique segment of the real estate market. Its appeal comes from its diversified access to this niche and can be considered a strategic advantage for investors looking to specifically target this sector. This focused strategy, combined with the backing of a reputable issuer like iShares, positions IDIG as a viable option for certain investors.
Risk Analysis
Volatility
The ETF's volatility may be influenced by sector-specific factors and overall market conditions. Sector might be more volatile than broader market.
Market Risk
The ETF is exposed to market risks associated with the real estate and technology sectors, including changes in interest rates, regulatory environment, and technological advancements.
Investor Profile
Ideal Investor Profile
The ideal investor for IDIG is someone who believes in the long-term growth potential of digital infrastructure and is looking for a targeted investment in this sector. This investor should be comfortable with the risks associated with niche sectors and be willing to accept potentially higher volatility.
Market Risk
IDIG is suitable for long-term investors seeking exposure to digital infrastructure, but active traders may find limited liquidity and wider bid-ask spreads.
Summary
The iShares U.S. Digital Infrastructure and Real Estate ETF (IDIG) offers targeted exposure to a specialized segment of the market. Its value lies in providing niche exposure with low assets under management. Investors should carefully consider the trading liquidity of the ETF and the impact it has on its portfolio before investing. Overall, it is suitable for investors who are particularly bullish on the continued growth and importance of digital infrastructure in the US economy.
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Sources and Disclaimers
Data Sources:
- iShares Official Website
- NYSE FactSet Global Digital Infrastructure Income Index
- BlackRock
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a financial professional. Market data is based on available information and may not be real-time.
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 Trust - iShares U.S. Digital Infrastructure and Real Estate ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The underlying index which measures the performance of stocks of U.S.-listed companies, as well as U.S.-listed ADRs of foreign companies from developed markets, involved in the ownership and management of data centers, telecommunication towers, and related equipment, as determined by S&P Dow Jones Indices LLC. The fund is non-diversified.
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