iShares Global Consumer Discretionary ETF (RXI)

iShares Global Consumer Discretionary ETF (RCD) Profile

Overview: The iShares Global Consumer Discretionary ETF (RCD) invests in large-cap and mid-cap companies in the consumer discretionary sector worldwide. The ETF tracks the S&P Global 1200 Consumer Discretionary Index and has an expense ratio of 0.42%.

Objective: RCD seeks to provide investment results that, before expenses, generally correspond to the price and yield performance of the S&P Global 1200 Consumer Discretionary Index.

Issuer: iShares is a leading global provider of exchange-traded funds (ETFs) with over $2.6 trillion in assets under management. iShares is part of BlackRock, the world's largest asset manager.

Reputation and Reliability: BlackRock is a highly reputable and reliable asset manager with a long history of successful investment management. iShares is a well-established and respected ETF provider with a strong track record.

Management: The iShares Global Consumer Discretionary ETF is managed by a team of experienced professionals with expertise in the consumer discretionary sector.

Market Share: RCD is the largest ETF in the consumer discretionary sector with over $15 billion in assets under management. It has a market share of approximately 70% in the category.

Moat: RCD's competitive advantages include its size, liquidity, and low expense ratio. The ETF also benefits from its diverse portfolio, which includes investments in a wide range of consumer discretionary companies.

Financial Performance: RCD has a strong track record of performance. Over the past 5 years, the ETF has returned an average of 14.5% per year, outperforming its benchmark index.

Benchmark Comparison: RCD has consistently outperformed its benchmark index, the S&P Global 1200 Consumer Discretionary Index, over the past 5 years.

Growth Trajectory: The consumer discretionary sector is expected to grow at a healthy pace in the coming years, driven by rising consumer spending and growing economies in emerging markets.

Liquidity: RCD is a highly liquid ETF with an average daily trading volume of over 10 million shares.

Bid-Ask Spread: The bid-ask spread for RCD is typically very tight, meaning that investors can buy and sell shares at very close prices.

Market Dynamics: The ETF's market environment is affected by a number of factors, including economic growth, consumer confidence, and interest rates.

Competitors: The main competitors of RCD are the XLY Select Sector SPDR Fund and the Vanguard Consumer Discretionary ETF (VCR).

Expense Ratio: RCD has an expense ratio of 0.42%.

Investment approach and strategy: RCD invests in a diversified portfolio of consumer discretionary stocks. The ETF uses a passive management approach, meaning that it tracks the S&P Global 1200 Consumer Discretionary Index.

Key Points:

• RCD is the largest and most liquid ETF in the consumer discretionary sector.
• The ETF has a strong track record of performance, outperforming its benchmark index.
• RCD has a low expense ratio and a diverse portfolio.
• The ETF is a good option for investors seeking exposure to the consumer discretionary sector.

Risks:

• RCD is subject to the risks of investing in the consumer discretionary sector, including economic downturns and changes in consumer spending.
• The ETF is also subject to market risk, meaning that its value can fluctuate with the overall market.

Who Should Consider Investing: RCD is a good option for investors seeking exposure to the consumer discretionary sector. The ETF is suitable for investors with a long-term investment horizon and a tolerance for risk.

Fundamental Rating Based on AI: 8.5/10

RCD receives a strong rating based on its fundamentals. The ETF has a solid track record of performance, a low expense ratio, and a diverse portfolio. The ETF also benefits from its size and liquidity.

Resources:

• iShares ETF website: https://www.ishares.com/us/products/etf-product-detail?searchTerm=rcd&productId=228543&tab=overview
• BlackRock website: https://www.blackrock.com/
• S&P Global 1200 Consumer Discretionary Index: https://us.spindices.com/indices/equity/sp-global-1200-consumer-discretionary-index

Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.