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Upturn AI SWOT - About
iShares U.S. Basic Materials ETF (IYM)
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Upturn Advisory Summary
03/27/2025: IYM (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
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 -9.7% | Avg. Invested days 33 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 21866 | Beta 1.17 | 52 Weeks Range 127.75 - 152.37 | Updated Date 03/28/2025 |
52 Weeks Range 127.75 - 152.37 | Updated Date 03/28/2025 |
Upturn AI SWOT
iShares U.S. Basic Materials ETF
ETF Overview
Overview
The iShares U.S. Basic Materials ETF (IYM) seeks to track the investment results of an index composed of U.S. equities in the basic materials sector. It provides exposure to companies that produce chemicals, building materials, paper and forest products, and metals and mining.
Reputation and Reliability
BlackRock, the issuer of iShares ETFs, is a highly reputable and reliable global investment management firm with a long track record of managing ETFs.
Management Expertise
BlackRock possesses extensive expertise in managing sector-specific ETFs, leveraging a large team of experienced portfolio managers and analysts.
Investment Objective
Goal
The fund seeks to track the investment results of the Dow Jones U.S. Basic Materials Index.
Investment Approach and Strategy
Strategy: IYM aims to replicate the performance of the Dow Jones U.S. Basic Materials Index by holding stocks in proportion to their weighting in the index.
Composition The ETF primarily holds stocks of companies within the basic materials sector, including chemicals, construction materials, paper products, metals, and mining.
Market Position
Market Share: IYM holds a significant, although not dominant, market share in the U.S. basic materials ETF segment.
Total Net Assets (AUM): 1070000000
Competitors
Key Competitors
- Materials Select Sector SPDR Fund (XLB)
- Vanguard Materials ETF (VAW)
Competitive Landscape
The basic materials ETF market is moderately concentrated, with XLB holding the largest share. IYM offers a similar investment strategy to its competitors, focusing on U.S. basic materials companies. IYM's expense ratio is slightly higher than XLB's, potentially making it less attractive to cost-sensitive investors.
Financial Performance
Historical Performance: Historical performance data can be sourced from financial websites. [Data to be inserted using external sources.]
Benchmark Comparison: The ETF's performance closely tracks the Dow Jones U.S. Basic Materials Index, indicating effective benchmark replication.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
IYM exhibits moderate liquidity, with an average daily trading volume suitable for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic growth, infrastructure spending, commodity prices, and global trade dynamics significantly impact the performance of IYM.
Growth Trajectory
Growth is tied to economic cycles and demand for raw materials. Shifts in global supply chains and environmental regulations may influence the trajectory of this ETF.
Moat and Competitive Advantages
Competitive Edge
IYM benefits from BlackRock's established brand and extensive distribution network. While its investment strategy is not unique, it provides efficient access to the U.S. basic materials sector. The ETF's size allows for reasonable liquidity and trading efficiency. However, IYM does not hold any significant unique investment strategies compared to its competitors. The issuer's established brand also offers investors confidence.
Risk Analysis
Volatility
IYM's volatility is tied to the cyclical nature of the basic materials sector and commodity price fluctuations.
Market Risk
The ETF is exposed to risks related to economic downturns, changes in commodity prices, environmental regulations, and global trade tensions.
Investor Profile
Ideal Investor Profile
IYM is suitable for investors seeking targeted exposure to the U.S. basic materials sector for diversification or tactical allocation purposes.
Market Risk
The ETF is suited for long-term investors seeking sector exposure, and potentially active traders looking to capitalize on short-term market movements in the basic materials industry.
Summary
The iShares U.S. Basic Materials ETF (IYM) offers exposure to U.S. companies in the basic materials sector by tracking the Dow Jones U.S. Basic Materials Index. BlackRock's management ensures high-quality management, while the ETF's performance is closely tied to economic cycles and commodity prices. IYMu2019s expense ratio is slightly higher than competitors, which is a potential disadvantage. Investors should consider their risk tolerance and investment horizon before investing in this sector-specific ETF, aligning its role within a diversified portfolio.
Similar Companies
- XLB
- VAW
- FXZ
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a 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 U.S. Basic Materials 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 basic materials sector of the U.S. equity market. The fund is non-diversified.
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