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IGE - ETF AI Analysis

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IGE

iShares North American Natural Resources ETF (IGE)

Rating:73Outperform
Price Target:
IGE, the iShares North American Natural Resources ETF, has a solid overall rating driven largely by heavyweight holdings like Exxon Mobil and Chevron, which benefit from strong financial performance, strategic growth initiatives, and supportive dividends. High-quality names such as Newmont Mining and Canadian Natural further boost the fund with robust profitability, efficient operations, and generally favorable valuations, though some holdings like Enbridge and Freeport-McMoRan introduce risks related to high leverage and operational challenges. The main risk factor is the fund’s concentration in natural resources and energy-related companies, which can make it more sensitive to commodity price swings and sector-specific issues.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year, indicating that its focus on natural resources has recently been rewarded by the market.
Leading Energy and Materials Holdings
Many of the largest positions in major energy and materials companies have delivered solid performance, helping drive the fund’s overall returns.
Focused North American Exposure
Most of the fund is invested in U.S. and Canadian companies, giving investors targeted exposure to North American natural resource markets.
Negative Factors
Heavy Sector Concentration
The portfolio is heavily tilted toward energy and materials, which means it can be very sensitive to swings in commodity prices and resource demand.
Top Holdings Concentration Risk
A small group of large energy companies makes up a significant share of the fund, increasing the impact if any of these firms run into trouble.
Moderate Expense Ratio
The fund’s fee is not especially low for an ETF, which slightly reduces the net return investors keep over time.

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

IGE Summary

The iShares North American Natural Resources ETF (IGE) tracks the S&P North American Natural Resources Sector index, focusing on companies tied to energy, mining, and other natural resources, mainly in the U.S. and Canada. It holds well-known names like Exxon Mobil and Chevron, giving investors a simple way to spread their money across many resource-related businesses instead of picking individual stocks. Someone might invest in IGE if they believe demand for oil, gas, and raw materials will grow or want some protection against inflation. A key risk is that it can swing sharply with commodity prices and the broader market.
How much will it cost me?The iShares North American Natural Resources ETF (IGE) has an expense ratio of 0.39%, which means you’ll pay $3.90 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is a sector-focused fund, which typically requires more active management compared to broad index funds. However, it provides specialized exposure to the natural resources sector, which may justify the cost for investors seeking this niche focus.
What would affect this ETF?The iShares North American Natural Resources ETF (IGE) could benefit from rising global demand for energy and materials, driven by economic growth and technological advancements in resource extraction. However, it may face challenges from fluctuating commodity prices, stricter environmental regulations, or economic slowdowns that reduce demand for natural resources. Its heavy exposure to energy and materials sectors, along with top holdings like Exxon Mobil and Chevron, makes it particularly sensitive to changes in oil prices and geopolitical events affecting resource supply chains.

IGE Top 10 Holdings

IGE is very much an energy-and-resources story, with Exxon Mobil and Chevron sitting in the driver’s seat: both have been strong over the year but are currently losing a bit of steam, which can cap near-term upside. ConocoPhillips and Canadian Natural add more punch on the oil and gas side, helping when energy prices cooperate. On the materials front, Freeport-McMoRan and Schlumberger are rising standouts, giving the fund a lift. With a North America–only lineup and heavy exposure to energy and mining, this ETF lives and dies by the commodity cycle.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Exxon Mobil9.85%$80.33M$618.95B37.16%
74
Outperform
Chevron9.18%$74.82M$369.57B33.50%
71
Outperform
Conocophillips3.94%$32.15M$148.41B32.75%
78
Outperform
Newmont Mining3.48%$28.39M$128.85B123.77%
81
Outperform
Enbridge3.07%$25.06MC$158.97B15.39%
69
Neutral
Agnico Eagle2.65%$21.62M$100.26B68.96%
80
Outperform
Canadian Natural2.43%$19.85MC$126.60B50.78%
81
Outperform
Williams Co2.33%$19.00M$88.27B22.28%
76
Outperform
Freeport-McMoRan2.32%$18.91M$87.74B63.45%
67
Neutral
Schlumberger2.22%$18.10M$84.29B62.66%
75
Outperform

IGE Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
61.28
Negative
100DMA
57.09
Positive
200DMA
51.90
Positive
Market Momentum
MACD
-0.10
Positive
RSI
48.62
Neutral
STOCH
51.13
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IGE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 61.69, equal to the 50-day MA of 61.28, and equal to the 200-day MA of 51.90, indicating a neutral trend. The MACD of -0.10 indicates Positive momentum. The RSI at 48.62 is Neutral, neither overbought nor oversold. The STOCH value of 51.13 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IGE.

IGE Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$813.29M0.39%
73
Outperform
$791.49M0.35%
72
Outperform
$537.67M0.68%
65
Neutral
$467.04M0.69%
68
Neutral
$233.49M0.80%
68
Neutral
$103.22M0.75%
70
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IGE
iShares North American Natural Resources ETF
60.90
19.32
46.46%
NANR
SPDR S&P North American Natural Resources ETF
MLPI
NEOS MLP & Energy Infrastructure High Income ETF
UMI
USCF Midstream Energy Income Fund ETF
MDST
Westwood Salient Enhanced Midstream Income ETF
USAI
Pacer American Energy Independence 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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