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IETC - ETF AI Analysis

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IETC

iShares Evolved US Technology ETF (IETC)

Rating:74Outperform
Price Target:
IETC, the iShares Evolved US Technology ETF, earns a solid overall rating largely because many of its biggest positions—like Broadcom, Nvidia, Microsoft, Alphabet, and Apple—show strong financial performance, positive earnings commentary, and promising growth tied to AI, cloud, and data center trends. This strength is slightly tempered by holdings such as Oracle and Amazon, where concerns about valuation, leverage, cash flow, or bearish technical signals introduce added risk, and the fund’s heavy focus on technology and AI-related names means it is especially sensitive to shifts in tech sector sentiment and growth expectations.
Positive Factors
Large, Established Tech Leaders
The ETF’s biggest positions include well-known technology giants that have generally shown strong or steady performance, helping support the fund’s returns.
Focused Yet Somewhat Diversified Sector Mix
While technology dominates the portfolio, the fund also holds smaller stakes in communication services, consumer cyclical, financials, and other sectors, which adds a bit of diversification within the tech theme.
Moderate Expense Ratio for a Thematic Fund
The fund’s fee is relatively modest for a specialized technology ETF, allowing investors to keep more of any gains over time.
Negative Factors
High Concentration in a Few Stocks
A small number of companies, such as Broadcom and Palantir, make up a large share of the portfolio, increasing the impact that any one stock’s moves can have on the fund.
Mixed Performance Among Top Holdings
Several major positions, including Palantir, Microsoft, Oracle, Salesforce, and IBM, have shown weak or lagging performance this year, which has weighed on the ETF’s overall results.
Heavy U.S. and Technology Exposure
With almost all assets in U.S. stocks and a strong tilt toward the technology sector, the fund is highly sensitive to downturns in the U.S. tech market and offers limited global or sector diversification.

IETC vs. SPDR S&P 500 ETF (SPY)

IETC Summary

The iShares Evolved US Technology ETF (IETC) is a fund that focuses mainly on U.S. technology companies, without tracking a fixed index. It holds a mix of big, well-known names like Microsoft, Nvidia, Amazon, and Meta, along with other tech and communication firms. Investors might consider IETC if they want simple, one-stop exposure to the potential growth of the U.S. tech sector while still owning a basket of different companies. However, because it is heavily tilted toward technology, its price can rise and fall sharply with changes in the tech market.
How much will it cost me?The iShares Evolved US Technology ETF (IETC) has an expense ratio of 0.18%, which means you’ll pay $1.80 per year for every $1,000 invested. This is lower than average for actively managed funds, as it uses a sophisticated approach to target the tech sector while keeping costs relatively low.
What would affect this ETF?The iShares Evolved US Technology ETF (IETC) could benefit from continued innovation in the tech sector, such as advancements in artificial intelligence and semiconductor technology, which are key areas for its top holdings like Nvidia and Broadcom. However, rising interest rates or stricter regulations on major tech companies could negatively impact growth prospects, especially for high-growth firms like Palantir and Amazon. Additionally, economic slowdowns or geopolitical tensions affecting the U.S. could pose risks to this ETF's performance given its concentrated exposure to the American technology sector.

IETC Top 10 Holdings

IETC is riding the U.S. tech wave, with performance heavily steered by a few big AI and cloud names. Broadcom and Nvidia are the main engines right now, rising on the back of booming demand for AI chips. Amazon and Alphabet are also pulling their weight, keeping the fund’s momentum steady. On the flip side, Palantir and Salesforce have been lagging, acting like a bit of a brake on returns, with IBM and Microsoft more mixed. Overall, it’s a U.S.-only, tech-heavy bet with a clear tilt toward AI-driven giants.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Broadcom13.38%$105.13M$2.00T117.28%
76
Outperform
Palantir Technologies9.73%$76.47M$342.22B24.81%
74
Outperform
Nvidia8.41%$66.09M$5.06T99.22%
76
Outperform
Microsoft5.01%$39.36M$3.15T8.60%
79
Outperform
Oracle4.70%$36.96M$498.36B23.42%
66
Neutral
Amazon4.69%$36.86M$2.84T39.12%
71
Outperform
Alphabet Class A2.99%$23.52M$4.15T118.13%
85
Outperform
Salesforce2.79%$21.93M$145.74B-32.17%
80
Outperform
Meta Platforms2.56%$20.09M$1.71T23.44%
76
Outperform
Apple2.49%$19.55M$3.98T27.35%
79
Outperform

IETC Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
93.14
Positive
100DMA
96.72
Positive
200DMA
98.44
Positive
Market Momentum
MACD
3.02
Negative
RSI
68.62
Neutral
STOCH
83.77
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IETC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 95.62, equal to the 50-day MA of 93.14, and equal to the 200-day MA of 98.44, indicating a bullish trend. The MACD of 3.02 indicates Negative momentum. The RSI at 68.62 is Neutral, neither overbought nor oversold. The STOCH value of 83.77 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IETC.

IETC Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$786.36M0.18%
74
Outperform
$666.64M0.65%
72
Outperform
$578.44M1.03%
74
Outperform
$259.15M0.75%
69
Neutral
$257.82M0.68%
69
Neutral
$243.15M0.51%
67
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IETC
iShares Evolved US Technology ETF
101.05
22.87
29.25%
GTOP
Goldman Sachs Technology Opportunities ETF
CHPY
YieldMax Semiconductor Portfolio Option Income ETF
RSHO
Tema American Reshoring ETF
IYRI
NEOS Real Estate High Income ETF
PINK
Simplify Health Care ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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