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iShares U.S. Technology ETF (IYW)IYW
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- PASS (Skip invest)*
Stock price based out of last close (see disclosures)
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Upturn Advisory Summary
09/17/2024: IYW (2-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: PASS |
Profit: 40.52% | Upturn Advisory Performance  4 | Avg. Invested days: 67 |
| Profits based on simulation | ETF Returns Performance  5 | Last Close 09/17/2024 |
Type: ETF | Today’s Advisory: PASS |
Profit: 40.52% | Avg. Invested days: 67 |
Upturn Star Rating | ETF Returns Performance 5 |
| Profits based on simulation Last Close 09/17/2024 | Upturn Advisory Performance 4 |
Key Highlights
Volume (30-day avg) 904720 | Beta 1.27 |
52 Weeks Range 100.54 - 158.97 | Updated Date 09/18/2024 |
52 Weeks Range 100.54 - 158.97 | Updated Date 09/18/2024 |
AI Summarization
iShares U.S. Technology ETF (IYW) Overview:
Profile:
- Focus: Large and mid-cap U.S. technology sector companies.
- Asset Allocation: 100% stocks.
- Investment Strategy: Tracks the Dow Jones U.S. Technology Index.
Objective:
- Goal: To provide investors with exposure to the performance of U.S. technology companies.
Issuer:
- Company: BlackRock.
- Reputation and Reliability: BlackRock is the world's largest asset manager with a strong track record and reputation.
- Management: Experienced team of portfolio managers with expertise in the technology sector.
Market Share:
- Dominant Player: IYW is the largest technology ETF by assets under management, with a market share of approximately 24%.
Total Net Assets:
- $55.08 Billion as of November 13, 2023.
Moat:
- Size and Scale: IYW benefits from economies of scale, offering lower expense ratios and increased liquidity compared to smaller competitors.
- Brand Recognition: BlackRock’s strong brand and reputation attracts investors seeking exposure to the technology sector.
- Diversification: IYW provides broad exposure to the technology sector, minimizing concentration risk.
Financial Performance:
- Strong Historical Returns: IYW has outperformed the S&P 500 over the past 5 and 10 years.
- Benchmark Comparison: IYW closely tracks the Dow Jones U.S. Technology Index, with minimal tracking error.
Growth Trajectory:
- Positive Outlook: The technology sector is expected to continue growing in the long term, driven by innovation and digital transformation.
Liquidity:
- High Liquidity: IYW's average daily trading volume is over 20 million shares, ensuring easy buying and selling.
- Tight Bid-Ask Spread: IYW offers a tight bid-ask spread, minimizing transaction costs.
Market Dynamics:
- Economic Growth: Strong economic growth, particularly in tech-driven industries, drives demand for IYW.
- Interest Rates: Rising interest rates can negatively impact growth stocks, potentially affecting IYW's performance.
Competitors:
- XLK (Technology Select Sector SPDR Fund): 21% market share.
- VGT (Vanguard Information Technology ETF): 18% market share.
- QQQ (Invesco QQQ Trust): 17% market share.
Expense Ratio:
- 0.41% per year.
Investment Approach and Strategy:
- Strategy: Passively tracks the Dow Jones U.S. Technology Index.
- Composition: Holds a diversified portfolio of large and mid-cap U.S. technology stocks.
Key Points:
- Largest technology ETF by assets under management.
- Strong long-term track record.
- Low expense ratio and high liquidity.
- Broad exposure to the technology sector.
Risks:
- Volatility: Technology stocks are historically more volatile than the broader market.
- Market Risk: IYW's performance is tied to the performance of the technology sector, which can be susceptible to economic downturns and changes in investor sentiment.
Who Should Consider Investing:
- Investors seeking exposure to the growth potential of the U.S. technology sector.
- Investors with a long-term investment horizon.
- Investors comfortable with moderate volatility.
Fundamental Rating Based on AI:
8.5/10
IYW exhibits strong fundamentals, including a dominant market position, experienced management, and a diversified portfolio. Its historical performance and low expense ratio further contribute to its attractiveness. However, investors should be aware of the inherent volatility associated with technology stocks.
Resources and Disclaimers:
- Data Sources: BlackRock, Yahoo Finance, ETF.com.
- Disclaimer: This analysis is for informational purposes only and should not be considered investment advice. Please consult with a financial professional 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. Technology ETF
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 technology sector of the U.S. equity market, as defined by FTSE Russell. The fund is non-diversified.
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