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IGE - ETF AI Analysis

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IGE

iShares North American Natural Resources ETF (IGE)

Rating:72Outperform
Price Target:
IGE, the iShares North American Natural Resources ETF, has a solid overall rating driven mainly by large positions in strong energy and resource companies like Exxon Mobil, ConocoPhillips, Newmont Mining, and Canadian Natural, all of which show healthy financials, positive earnings commentary, and reasonable valuations. Some holdings such as Freeport-McMoRan, Enbridge, Valero, and Marathon Petroleum introduce risks through high leverage, valuation concerns, and specific operational or technical challenges. The main risk factor is the fund’s concentration in North American natural resource and energy companies, which makes it sensitive to commodity price swings and sector-specific downturns.
Positive Factors
Strong Year-To-Date Performance
The ETF has delivered strong gains so far this year, showing solid momentum in its natural resources holdings.
Leading Energy Companies in Top Holdings
Several of the largest positions, including major energy firms like Exxon Mobil and Chevron, have shown strong performance, helping support the fund’s returns.
Focused North American Exposure
The fund is mainly invested in U.S. and Canadian companies, giving targeted exposure to North American natural resources markets.
Negative Factors
High Concentration in Energy Sector
A large majority of the portfolio is in energy stocks, which increases risk if that sector faces a downturn.
Limited Geographic Diversification
The ETF is heavily concentrated in North America with very little exposure to other regions, reducing global diversification.
Moderate Expense Ratio
The fund’s fees are not especially low, which can slightly reduce the net returns investors receive 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 in the U.S. and Canada. Its largest holdings include well-known names like Exxon Mobil and Chevron. Investors might consider IGE if they want exposure to oil, gas, and mining companies for potential growth and as a way to benefit when commodity prices rise or to help protect against inflation. A key risk is that it is heavily concentrated in energy and materials, so its price can swing sharply with commodity markets.
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 powered by a heavy dose of North American energy giants, with Exxon Mobil and Chevron setting the pace as rising leaders in the portfolio. Marathon Petroleum and Valero Energy have been on a strong run lately, giving the fund an extra boost, while Canadian Natural adds more fuel to the energy-heavy mix. On the flip side, Newmont Mining has been lagging, showing that the materials sleeve can be a bit of a drag. Overall, this ETF is a concentrated bet on North American oil and gas, with only modest diversification into mining and other resources.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Exxon Mobil10.18%$76.43M$649.64B40.60%
74
Outperform
Chevron9.56%$71.77M$382.11B26.82%
71
Outperform
Conocophillips3.85%$28.91M$143.83B24.85%
78
Outperform
Enbridge3.22%$24.13M$120.82B22.39%
69
Neutral
Newmont Mining2.72%$20.38M$96.24B54.20%
81
Outperform
Canadian Natural2.62%$19.66MC$135.87B49.15%
81
Outperform
Valero Energy2.46%$18.45M$89.47B127.01%
69
Neutral
Marathon Petroleum2.44%$18.28M$90.13B84.55%
66
Neutral
Freeport-McMoRan2.42%$18.18M$86.24B57.65%
67
Neutral
Williams Co2.30%$17.29M$85.77B18.28%
76
Outperform

IGE Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
58.83
Positive
100DMA
60.00
Positive
200DMA
56.16
Positive
Market Momentum
MACD
RSI
STOCH
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 58.63, equal to the 50-day MA of 58.83, and equal to the 200-day MA of 56.16, indicating a bullish trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, 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
$747.47M0.39%
72
Outperform
$824.23M0.68%
68
Neutral
$743.91M0.35%
72
Outperform
$505.75M0.69%
68
Neutral
$287.37M0.80%
68
Neutral
$130.05M0.75%
68
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IGE
iShares North American Natural Resources ETF
60.03
16.46
37.78%
MLPI
NEOS MLP & Energy Infrastructure High Income ETF
NANR
SPDR S&P North American Natural Resources 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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