Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
IVRS
Upturn stock ratingUpturn stock rating

Ishares Future Metaverse Tech And Communications ETF (IVRS)

Upturn stock ratingUpturn stock rating
$32.78
Delayed price
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

04/01/2025: IVRS (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

ratingratingratingratingrating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

ratingratingratingratingrating

Above Average Performance

These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.

Analysis of Past Performance

Type ETF
Historic Profit 11.46%
Avg. Invested days 60
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 04/01/2025

Key Highlights

Volume (30-day avg) 338
Beta -
52 Weeks Range 28.55 - 35.29
Updated Date 04/1/2025
52 Weeks Range 28.55 - 35.29
Updated Date 04/1/2025

ai summary icon Upturn AI SWOT

Ishares Future Metaverse Tech And Communications ETF

stock logo

ETF Overview

overview logo Overview

The iShares Future Metaverse Tech and Communications ETF (IVRS) aims to track the investment results of an index composed of developed and emerging market companies that may benefit from the advancement of the metaverse.

reliability logo Reputation and Reliability

BlackRock is a reputable and reliable issuer with a long track record in the ETF market.

reliability logo Management Expertise

BlackRock has extensive experience in managing ETFs and index funds.

Investment Objective

overview logo Goal

The fund seeks to track the investment results of an index composed of global developed and emerging market companies that may benefit from the advancement of the metaverse.

Investment Approach and Strategy

Strategy: The ETF tracks a specific index related to metaverse technology and communications.

Composition The ETF primarily holds stocks of companies involved in the metaverse technology, hardware, and communication sectors.

Market Position

Market Share: Data unavailable. The ETF is relatively new and niche, making market share difficult to accurately determine.

Total Net Assets (AUM): 4100000

Competitors

overview logo Key Competitors

  • ROUNDHILL BALL METAVERSE ETF (METV)
  • FIDELITY METAVERSE ETF (FMET)

Competitive Landscape

The competitive landscape includes several ETFs focused on the metaverse. IVRS competes with other ETFs by BlackRock, as well as funds from other providers. Its advantage could be its specific index or expense ratio, while a disadvantage is its relatively low AUM compared to established competitors. Market shares unavailable due to niche and rapidly evolving market.

Financial Performance

Historical Performance: Historical performance data is limited due to the ETF's recent inception.

Benchmark Comparison: Benchmark comparison requires historical data which is limited due to recent inception.

Expense Ratio: 0.47

Liquidity

Average Trading Volume

The average trading volume is relatively low, suggesting limited liquidity.

Bid-Ask Spread

The bid-ask spread may be wider due to the low trading volume.

Market Dynamics

Market Environment Factors

The ETF is affected by the growth of the metaverse market, technological advancements, and investor sentiment towards the metaverse. Economic indicators also impact investor confidence.

Growth Trajectory

The ETF's growth trajectory is dependent on the adoption and development of metaverse technologies. Changes in strategy and holdings are based on the underlying index methodology and market developments.

Moat and Competitive Advantages

Competitive Edge

IVRS's competitive edge lies in BlackRock's established reputation and access to research capabilities, allowing the fund to effectively track the Solactive Metaverse Theme Index NTR. It provides a niche investment opportunity focusing on companies directly benefiting from the metaverseu2019s growth. The fund also provides exposure to companies at the forefront of tech innovation. A disadvantage could be its relatively new status, limiting its appeal compared to funds with longer track records.

Risk Analysis

Volatility

The ETF is likely to be volatile due to the growth-oriented nature of the metaverse technology sector.

Market Risk

Specific risks include the uncertainty surrounding the future of the metaverse, technological disruptions, and regulatory changes.

Investor Profile

Ideal Investor Profile

The ideal investor is someone with a high-risk tolerance and interest in the potential growth of the metaverse.

Market Risk

This ETF is best suited for long-term investors seeking exposure to a high-growth sector.

Summary

The iShares Future Metaverse Tech and Communications ETF (IVRS) offers exposure to companies poised to benefit from the growth of the metaverse. While the ETF's track record is short, it offers access to a potentially high-growth market segment, but has risks associated with being a new and specialized fund. Due to relatively low trading volumes, the fund may lack liquidity. Investors should carefully consider this ETFu2019s potential risks and rewards before making investment decisions.

Similar Companies

ARKKratingrating

ARK Innovation ETF

$47.8
ETF
0%
PASS

ARKKratingrating

ARK Innovation ETF

$47.8
ETF
0%
PASS

FMETratingrating

Fidelity® Metaverse ETF

$28.95
ETF
-3.02%
SELL
SELL since 5 days

FMETratingrating

Fidelity® Metaverse ETF

$28.95
ETF
SELL since 5 days
-3.02%
SELL

METVratingrating

Roundhill Ball Metaverse ETF

$13.69
ETF
0%
PASS

METVratingrating

Roundhill Ball Metaverse ETF

$13.69
ETF
0%
PASS

QQQratingrating

Invesco QQQ Trust

$472.7
ETF
0%
PASS

QQQratingrating

Invesco QQQ Trust

$472.7
ETF
0%
PASS

Sources and Disclaimers

Data Sources:

  • iShares website
  • ETF.com
  • Morningstar
  • BlackRock Fund Overview

Disclaimers:

The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Market share data may be limited or unavailable due to the niche nature of the sector.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Ishares Future Metaverse Tech And Communications ETF

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The underlying index measures the performance of equity securities issued by U.S. and non-U.S. companies that enable the "metaverse" and virtual interactions, as determined by Morningstar or its affiliates. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The fund is non-diversified.

Upturn is now on iOS and Android!

Experience Upturn on your mobile. Install it now!​