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Upturn AI SWOT - About
iShares US Consumer Discretionary ETF (IYC)
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Upturn Advisory Summary
04/04/2025: IYC (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
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 14.99% | Avg. Invested days 47 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/04/2025 |
Key Highlights
Volume (30-day avg) 235428 | Beta 1.29 | 52 Weeks Range 74.08 - 101.70 | Updated Date 04/6/2025 |
52 Weeks Range 74.08 - 101.70 | Updated Date 04/6/2025 |
Upturn AI SWOT
iShares US Consumer Discretionary ETF
ETF Overview
Overview
The iShares US Consumer Discretionary ETF (IYC) seeks to track the investment results of an index composed of U.S. equities in the consumer discretionary sector, offering exposure to companies that manufacture and sell goods and services to consumers that are non-essential. The fund generally invests in the stocks included in the Russell 1000 Consumer Discretionary RIC 22.5/45 Capped Index.
Reputation and Reliability
BlackRock is a leading global investment management firm with a strong reputation and a long track record of managing ETFs.
Management Expertise
BlackRock has a large and experienced team of investment professionals dedicated to managing its ETFs.
Investment Objective
Goal
To track the investment results of an index composed of U.S. equities in the consumer discretionary sector.
Investment Approach and Strategy
Strategy: IYC aims to track the Russell 1000 Consumer Discretionary RIC 22.5/45 Capped Index.
Composition The ETF holds stocks of U.S. companies in the consumer discretionary sector.
Market Position
Market Share: IYC holds a significant market share in the consumer discretionary ETF space, but is not the largest by AUM.
Total Net Assets (AUM): 1720000000
Competitors
Key Competitors
- XLY
- VCR
Competitive Landscape
The consumer discretionary ETF market is competitive, with XLY holding the largest AUM. IYC offers a similar investment strategy to its competitors, focusing on the consumer discretionary sector. IYC's expense ratio and tracking error need to be considered in comparison to XLY and VCR.
Financial Performance
Historical Performance: Historical performance data unavailable in this format.
Benchmark Comparison: Benchmark comparison unavailable in this format.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
IYC's average trading volume is generally sufficient for most investors, facilitating relatively easy buying and selling of shares.
Bid-Ask Spread
IYC typically has a reasonable bid-ask spread, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, consumer confidence, interest rates, and disposable income all impact the consumer discretionary sector and thus IYC.
Growth Trajectory
The growth trajectory of IYC depends on the overall health of the U.S. economy and the consumer spending patterns.
Moat and Competitive Advantages
Competitive Edge
IYC benefits from BlackRock's established brand and extensive distribution network. While it doesn't have a unique investment strategy compared to its competitors, it provides a straightforward and cost-effective way to gain exposure to the consumer discretionary sector. The ETF's liquidity is generally good, facilitating ease of trading. Its main advantage stems from its issuer's brand recognition and size which instills investor confidence.
Risk Analysis
Volatility
IYC's volatility is correlated with the overall market and the consumer discretionary sector, which can be more volatile than the broader market.
Market Risk
IYC is subject to market risk, which includes the risk that the overall market declines and the value of the ETF's holdings decreases. Sector-specific risks include changes in consumer preferences, economic downturns, and increased competition.
Investor Profile
Ideal Investor Profile
The ideal investor is someone who wants exposure to the consumer discretionary sector and is comfortable with the associated risks.
Market Risk
IYC is suitable for long-term investors seeking exposure to consumer discretionary stocks. It can also be used by active traders for tactical allocation to the sector.
Summary
IYC provides exposure to the US consumer discretionary sector, tracking the Russell 1000 Consumer Discretionary RIC 22.5/45 Capped Index. BlackRock's brand and distribution provide stability, while the expense ratio and tracking error need considering versus competitors. Economic growth and consumer spending are key drivers. The ETF offers a straightforward approach to access this sector but is subject to market and sector-specific volatility.
Similar Companies
FDIS
Fidelity® MSCI Consumer Discretionary Index ETF
FDIS
Fidelity® MSCI Consumer Discretionary Index ETF
VCR
Vanguard Consumer Discretionary Index Fund ETF Shares
VCR
Vanguard Consumer Discretionary Index Fund ETF Shares
XLY
Consumer Discretionary Select Sector SPDR® Fund
XLY
Consumer Discretionary Select Sector SPDR® Fund
Sources and Disclaimers
Data Sources:
- iShares Website
- BlackRock Website
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market data is delayed. Consult with a qualified 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 US Consumer Discretionary 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 its underlying index. The underlying index measures the performance of the consumer discretionary sector of the U.S. equity market, as defined by FTSE Russell.
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