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Upturn AI SWOT - About
iShares Genomics Immunology and Healthcare ETF (IDNA)
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Upturn Advisory Summary
04/01/2025: IDNA (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
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -32.86% | Avg. Invested days 33 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 34479 | Beta 1.14 | 52 Weeks Range 19.88 - 25.68 | Updated Date 04/2/2025 |
52 Weeks Range 19.88 - 25.68 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares Genomics Immunology and Healthcare ETF
ETF Overview
Overview
The iShares Genomics Immunology and Healthcare ETF (IDNA) seeks to track the investment results of an index composed of developed and emerging market companies that could benefit from long-term growth and innovation in genomics, immunology and bioengineering. It offers exposure to companies involved in gene editing, immunotherapy, and synthetic biology.
Reputation and Reliability
BlackRock is a reputable and reliable issuer with a long track record of managing ETFs.
Management Expertise
BlackRock has extensive experience and expertise in managing a wide range of ETFs, including those focused on specific sectors and themes.
Investment Objective
Goal
To track the investment results of an index composed of developed and emerging market companies that could benefit from long-term growth and innovation in genomics, immunology and bioengineering.
Investment Approach and Strategy
Strategy: The ETF aims to track the ICE FactSet Genomics and Immuno Revolution Index.
Composition The ETF holds stocks of companies involved in genomics, immunology, and healthcare, primarily in the biotechnology, healthcare equipment, and pharmaceutical industries.
Market Position
Market Share: Difficult to determine exact market share due to the nuanced thematic focus, but it holds a significant portion of the genomics/immunology ETF market.
Total Net Assets (AUM): 193610885.6
Competitors
Key Competitors
- ARK Genomic Revolution ETF (ARKG)
- CRISPR Therapeutics AG (CRSP)
Competitive Landscape
The competitive landscape includes other thematic ETFs focusing on genomics and biotechnology. IDNA offers a broader approach by including immunology, potentially diversifying its holdings. ARKG is actively managed, which can lead to higher returns but also greater risk, while IDNA's index-tracking strategy provides a more passive approach. CRISPR Therapeutics AG focuses solely on gene editing.
Financial Performance
Historical Performance: Historical performance data varies but can be obtained from financial data providers. Note that past performance is not indicative of future results.
Benchmark Comparison: The ETF's performance can be compared to the ICE FactSet Genomics and Immuno Revolution Index to assess its tracking effectiveness.
Expense Ratio: 0.47
Liquidity
Average Trading Volume
The average trading volume is moderate, providing sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, advancements in genomics and immunology, regulatory changes, and overall market sentiment impact the ETF's performance.
Growth Trajectory
The ETF's growth trajectory is tied to the continued innovation and adoption of genomics, immunology, and healthcare technologies; strategic shifts and stock holding allocations could influence this.
Moat and Competitive Advantages
Competitive Edge
IDNAu2019s competitive edge lies in its well-defined thematic focus and moderate expense ratio, backed by BlackRock's expertise. Its exposure to genomics, immunology, and healthcare provides a potentially diversified approach within the broader biotechnology space. Its index-tracking strategy offers a more passive investment approach compared to actively managed funds like ARKG. The diverse underlying portfolio seeks to benefit from long-term growth within the health sector.
Risk Analysis
Volatility
The ETF's volatility is moderate to high, reflecting the inherent volatility of the biotechnology and healthcare sectors.
Market Risk
Specific risks include regulatory hurdles, clinical trial failures, competition from other companies, and economic downturns impacting healthcare spending.
Investor Profile
Ideal Investor Profile
The ideal investor is one with a long-term investment horizon seeking exposure to the growth potential of the genomics, immunology, and healthcare sectors.
Market Risk
The ETF is suitable for long-term investors seeking thematic exposure, but may also be suitable for active traders depending on their risk tolerance and investment strategy.
Summary
The iShares Genomics Immunology and Healthcare ETF (IDNA) offers targeted exposure to companies involved in the genomics, immunology, and healthcare sectors. With a moderate expense ratio and backed by BlackRock's reputation, it represents a relatively passive approach to investing in these innovative fields. Its index-tracking methodology and moderate volatility make it suitable for long-term investors seeking growth opportunities, but investors should consider the inherent risks associated with this specialized sector. By considering the market dynamics, investor profile and competitive landscape this ETF will be attractive to investors looking to add a technology health fund.
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Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
- Yahoo Finance
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 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 Genomics Immunology and Healthcare 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 index and in investments that have economic characteristics that are substantially identical to the component securities of the index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is composed of developed and emerging market companies that could benefit from the long-term growth and innovation in genomics, immunology and bioengineering. -null-.
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