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Upturn AI SWOT - About
iShares U.S. Energy ETF (IYE)
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Upturn Advisory Summary
04/01/2025: IYE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit -15.03% | Avg. Invested days 35 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 254836 | Beta 0.9 | 52 Weeks Range 42.80 - 50.91 | Updated Date 04/2/2025 |
52 Weeks Range 42.80 - 50.91 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares U.S. Energy ETF
ETF Overview
Overview
The iShares U.S. Energy ETF (IYE) seeks to track the investment results of an index composed of U.S. equities in the energy sector, providing exposure to oil, gas, and consumable fuels companies. It utilizes a passively managed investment strategy.
Reputation and Reliability
BlackRock is a reputable and reliable issuer, known for its extensive experience and wide range of ETF offerings.
Management Expertise
BlackRock has a highly experienced management team with significant expertise in managing ETFs across various asset classes.
Investment Objective
Goal
To track the investment results of an index composed of U.S. equities in the energy sector.
Investment Approach and Strategy
Strategy: Tracks the investment results of the Russell 1000 Energy RIC 22.5/45 Capped Index.
Composition Primarily holds stocks of companies in the energy sector, including oil, gas, and consumable fuels.
Market Position
Market Share: IYE has a significant market share within the energy sector ETFs.
Total Net Assets (AUM): 3518000000
Competitors
Key Competitors
- Energy Select Sector SPDR Fund (XLE)
- Vanguard Energy ETF (VDE)
- First Trust Energy AlphaDEX Fund (FXN)
Competitive Landscape
The energy ETF industry is dominated by a few large players. IYE offers broad exposure to the U.S. energy sector, but XLE has a significantly larger AUM. VDE offers similar exposure with a slightly lower expense ratio. FXN uses a different weighting methodology based on fundamental factors.
Financial Performance
Historical Performance: Historical performance data needs to be sourced from financial data providers.
Benchmark Comparison: The ETF's performance should be compared to the Russell 1000 Energy RIC 22.5/45 Capped Index.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
IYE generally has a healthy average daily trading volume, making it relatively liquid.
Bid-Ask Spread
The bid-ask spread for IYE is typically tight, indicating good liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic indicators like oil prices, natural gas demand, and overall market sentiment toward the energy sector influence IYE.
Growth Trajectory
The growth trajectory of IYE is tied to the performance of the underlying energy companies and the broader energy market.
Moat and Competitive Advantages
Competitive Edge
IYE benefits from BlackRock's brand recognition and scale, offering a cost-effective way to gain exposure to the U.S. energy sector. Its large AUM allows for efficient trading and tight tracking of its benchmark index. However, it doesn't have a unique investment strategy compared to other broad-based energy ETFs, relying on the index for sector allocation. The ETF's competitive advantage lies in its liquidity and accessibility through a well-known issuer.
Risk Analysis
Volatility
IYE's volatility is closely correlated with the volatility of the energy sector and oil prices.
Market Risk
The fund is subject to market risk associated with fluctuations in energy prices, regulatory changes, and geopolitical events.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the U.S. energy sector and willing to accept sector-specific risks.
Market Risk
Suitable for long-term investors looking for sector diversification and active traders seeking to capitalize on short-term energy price movements.
Summary
The iShares U.S. Energy ETF (IYE) offers a straightforward way to invest in a basket of U.S. energy stocks. It tracks the Russell 1000 Energy RIC 22.5/45 Capped Index and provides exposure to oil, gas, and consumable fuels companies. Its expense ratio is reasonable for sector-specific ETF with benefits from BlackRock's brand, size, and operational efficiency. However, investors should be aware of the risks associated with the volatile energy sector and the ETF's lack of a differentiated investment strategy.
Similar Companies
- XLE
- VDE
- FXN
- OIH
- XOP
Sources and Disclaimers
Data Sources:
- iShares Official Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions are subject to change.
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 U.S. Energy 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 and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The underlying index measures the performance of the energy sector of the U.S. equity market. The fund is non-diversified.
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