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- Fund Details
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
09/17/2026: 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 the global autonomous and electric vehicle industry. By holding a basket of manufacturers, semiconductor firms, and software developers, it captures the entire ecosystem of this emerging sector. Its main strengths include the reliable iShares management structure and a comprehensive, index-based global approach. Investors should remain mindful of the fund's high concentration and market volatility, which are inherent to thematic technology investing. It is most suitable for long-term growth investors who can tolerate short-term price fluctuations while waiting for autonomous technology to achieve mass-market maturity.
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 ETF focuses on disruptive technology sectors expected to scale rapidly over the coming decade. |
| Momentum investor | Strong fit while signal remains positive | Momentum traders may find the sector attractive during phases of rapid innovation and positive sentiment toward green tech. |
| Value investor | Weak fit | The thematic focus often leads to higher price-to-earnings ratios, which may clash with traditional value-seeking metrics. |
| Dividend/Income investor | Weak fit | The fund prioritizes capital appreciation over dividend yield, offering minimal income for investors. |
| Low-risk investor | Weak fit | High thematic concentration and exposure to emerging technologies lead to elevated volatility levels. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term growth-oriented individual who believes in the secular trend of electric and autonomous transportation.
Suitability
Best suited for long-term investors holding a core-satellite portfolio strategy, rather than active traders or income-seekers.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Technology and automotive stocks are sensitive to market cycles and macro shifts. |
| Market risk | Medium / high | Broader market downturns will likely impact all components in this concentrated sector. |
| Concentration | High | Exposure is limited to one specific theme, lacking the diversification of a total market fund. |
| Tracking/expense | Low | The fund is professionally managed by BlackRock to minimize tracking error. |
| Liquidity | Medium | While the ETF is liquid, some underlying holdings in smaller, innovative markets may face liquidity constraints. |
| Business/sector quality | Medium / high | Success depends on the unproven commercial viability of long-term autonomous technology. |
Risk Analysis
Volatility
IDRV exhibits higher-than-market average volatility due to its thematic nature and focus on high-beta growth stocks.
Market Risk
The fund is highly correlated with tech sector sentiment and the cyclical nature of the global automotive manufacturing industry.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Automobile Manufacturers (Electric) | 35 | Provides direct exposure to major legacy and pure-play EV manufacturers driving the shift to electrification. |
| Industry | Semiconductors & Electronic Components | 30 | These firms provide the essential chips and hardware required for autonomous driving systems and vehicle energy management. |
| Industry | Software & AI Tech | 20 | Represents the software layer critical for self-driving navigation, machine learning, and vehicle connectivity. |
| Industry | Battery & Energy Storage | 15 | Covers companies focused on lithium-ion technology and energy infrastructure vital for EV adoption. |
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 -13.55% | Avg. Invested days 58 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/17/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 18, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $145.14M |
| Issuer | iShares |
| Expense Ratio | 0.47% |
| Distribution Yield | 1.73% |
| Inception | Apr 16, 2019 |
Performance
| Period | Total Return |
|---|---|
| YTD | -6.36% |
| 1 Year | +1.74% |
| 3 Year | -1.31% |
| 5 Year | -4.74% |
| 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 | 32.89% |
| Mid Cap | 28.05% |
| Mega Cap | 20.34% |
| Small Cap | 10.69% |
| Micro Cap | 6.94% |
Top Sectors
| Sector | Weight |
|---|---|
| Consumer Cyclicals | 63.64% |
| Industrials | 20.37% |
| Basic Materials | 14.05% |
| Technology | 1.95% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 11.68x |
| Portfolio P/B | 1.16x |
| Portfolio P/S | 0.6x |
| Holdings Turnover | 85.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Samsung SDI | 5.21% |
| LG Energy Solution | 4.77% |
| Rivian Automotive | 4.53% |
| Volkswagen AG VZO O.N | 4.39% |
| Tesla | 4.35% |
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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