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Upturn AI Summary
iShares Self-Driving EV and Tech ETF(IDRV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IDRV
10/02/2026: IDRV (1-star) is currently NOT-A-BUY. Pass it for now.
The iShares Self-Driving EV and Tech ETF (IDRV) offers targeted exposure to companies driving the global shift toward electric and autonomous vehicles. By tracking a broad index of manufacturers and tech suppliers, it provides a diversified way to access this high-growth theme. While the fund benefits from BlackRock’s robust management and liquidity, investors must be prepared for the high volatility and valuation risks inherent in the EV sector. It is best suited for growth-focused portfolios with a long-term horizon, and investors should monitor global regulatory and supply chain trends that dictate short-term sector performance.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The thematic focus aligns well with investors seeking capital appreciation from disruptive automotive technologies. |
| Momentum investor | Strong fit while signal remains positive | Momentum traders can utilize this fund when the EV sector exhibits strong relative strength. |
| Value investor | Weak fit | The underlying holdings often trade at premium valuations, making them less suitable for traditional value strategies. |
| Dividend/Income investor | Weak fit | The fund prioritizes capital growth over income, with most holdings reinvesting profits into research and development. |
| Low-risk investor | Weak fit | The high sector concentration and inherent volatility of the EV industry make it unsuitable for conservative portfolios. |
Investor Profile
Ideal Investor Profile
Growth-oriented investors seeking long-term exposure to the transition toward electric and autonomous transport.
Suitability
Best suited for long-term investors capable of weathering cyclical volatility who believe in the multi-decade transformation of the automotive industry.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The EV sector is prone to large price swings based on tech cycles and regulatory news. |
| Market risk | Medium / high | Broader economic downturns disproportionately impact consumer discretionary spending on new vehicles. |
| Concentration | High | The focus on a single theme reduces diversification compared to a broad market index. |
| Tracking/expense | Low | The passive structure minimizes management costs and tracking deviation from the index. |
| Liquidity | Medium | While generally liquid, thematic niche ETFs can experience wider spreads during market stress. |
| Business/sector quality | Medium | Many firms in this space are still in high-growth phases with unproven long-term profitability. |
Risk Analysis
Volatility
IDRV exhibits high historical volatility due to its thematic concentration and sensitivity to tech sector sentiment.
Market Risk
Risks include interest rate sensitivity, automotive demand cyclicality, and technological obsolescence of current EV/autonomous models.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Electric Vehicle Manufacturers | 35 | This provides core exposure to the primary producers of electric vehicles globally. |
| Industry | Semiconductors and Autonomous Tech | 30 | These companies provide the essential processing power and software required for self-driving capabilities. |
| Industry | Battery and Energy Storage | 20 | Investors gain exposure to the critical supply chain for EV batteries and energy infrastructure. |
| Industry | Automotive Parts and Components | 15 | This includes the broader ecosystem of hardware providers necessary for vehicle electrification. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit -4.66% | Avg. Invested days 64 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 2, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $263.94M |
| Issuer | iShares |
| Expense Ratio | 0.47% |
| Distribution Yield | 1.73% |
| Inception | Apr 16, 2019 |
Performance
| Period | Total Return |
|---|---|
| YTD | -11.38% |
| 1 Year | -7.22% |
| 3 Year | -1.18% |
| 5 Year | -5.34% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 24.97% |
| 3Y Volatility | 24.47% |
| 3Y Sharpe Ratio | -0.08 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Large Cap | 32.43% |
| Mid Cap | 27.85% |
| Mega Cap | 21.20% |
| Small Cap | 10.68% |
| Micro Cap | 7.06% |
Top Sectors
| Sector | Weight |
|---|---|
| Consumer Cyclicals | 63.93% |
| Industrials | 20.58% |
| Basic Materials | 13.30% |
| Technology | 2.19% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 12.07x |
| Portfolio P/B | 1.21x |
| Portfolio P/S | 0.62x |
| Holdings Turnover | 85.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Samsung SDI | 5.18% |
| LG Energy Solution | 4.91% |
| Rivian Automotive | 4.64% |
| Tesla | 4.58% |
| BYD | 4.28% |
Upturn AI Summary
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.
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