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IYE - ETF AI Analysis

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IYE

iShares U.S. Energy ETF (IYE)

Rating:73Outperform
Price Target:
IYE, the iShares U.S. Energy ETF, has a solid overall rating, suggesting it holds generally strong, well-established energy companies. The fund is boosted by major positions in Exxon Mobil and ConocoPhillips, which benefit from strong financial health, robust cash flow, and positive earnings updates, helping support the ETF’s quality. However, some holdings like Valero Energy and Kinder Morgan face issues such as high valuations, leverage, or weaker momentum, and the ETF’s focus on the U.S. energy sector means investors are exposed to sector-specific risks like commodity price swings and changing energy demand.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, indicating solid momentum in the energy sector.
Leading Energy Companies in Top Holdings
Major positions like Exxon Mobil, Chevron, and other large energy firms have delivered strong year-to-date performance, helping drive the fund’s returns.
Meaningful Asset Size
The fund manages a large pool of assets, which can support better liquidity and more efficient trading for investors.
Negative Factors
High Sector Concentration
With almost all assets in the energy sector, the ETF is heavily exposed to swings in oil and gas markets and related industry risks.
Top Holdings Dominate the Portfolio
A few large positions, especially Exxon Mobil and Chevron, make up a big share of the fund, increasing the impact of any weakness in those companies.
Moderate Expense Ratio
The fund’s fees are not extremely high but are also not among the lowest, which slightly reduces the net return investors keep over time.

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

IYE Summary

IYE is the iShares U.S. Energy ETF, a fund that follows the Russell 1000 Energy Index and focuses mainly on U.S. energy companies. It owns big names like Exxon Mobil and Chevron, along with other firms involved in finding, producing, and transporting oil and gas. Investors might consider IYE if they want to bet on the long-term demand for energy or add sector diversification to a broader stock portfolio. A key risk is that it is heavily tied to the energy market, so its price can swing sharply with oil and gas prices and overall market conditions.
How much will it cost me?The iShares U.S. Energy ETF (IYE) has an expense ratio of 0.38%, meaning you’ll pay $3.80 per year for every $1,000 invested. This cost is slightly higher than the average for passively managed ETFs because it focuses on a specific sector, which can require more specialized management.
What would affect this ETF?The iShares U.S. Energy ETF (IYE) could benefit from rising energy demand, advancements in renewable energy technologies, and favorable U.S. energy policies, especially given its focus on major companies like Exxon Mobil and Chevron. However, it may face challenges from fluctuating oil and gas prices, stricter environmental regulations, and potential economic slowdowns that reduce energy consumption. Its heavy reliance on the U.S. energy sector makes it sensitive to domestic policy and market conditions.

IYE Top 10 Holdings

IYE is essentially a bet on Big Oil, with Exxon Mobil and Chevron steering the ship as their rising share prices give the fund a solid tailwind. ConocoPhillips and EOG Resources add steady upstream exposure, while refiners like Marathon Petroleum and Valero have been standout winners, turbocharging recent performance. On the flip side, pipeline names such as Williams and Kinder Morgan are more mixed, occasionally dragging on returns. With nearly all holdings tied to U.S. energy, the ETF is highly concentrated both in the sector and in a handful of heavyweight names.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Exxon Mobil23.17%$403.68M$649.64B40.60%
74
Outperform
Chevron15.80%$275.22M$382.11B26.82%
71
Outperform
Conocophillips6.43%$111.97M$143.83B24.85%
78
Outperform
Marathon Petroleum4.09%$71.27M$90.13B84.55%
66
Neutral
Valero Energy4.08%$71.13M$89.47B127.01%
69
Neutral
Williams Co3.83%$66.69M$85.77B18.28%
76
Outperform
Phillips 663.74%$65.13M$82.92B70.42%
73
Outperform
EOG Resources3.45%$60.10M$77.73B21.24%
78
Outperform
SLB3.24%$56.41M$73.20B44.70%
75
Outperform
Kinder Morgan2.73%$47.49M$70.92B12.83%
68
Neutral

IYE Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
60.08
Positive
100DMA
60.66
Positive
200DMA
55.25
Positive
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IYE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 60.57, equal to the 50-day MA of 60.08, and equal to the 200-day MA of 55.25, 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 IYE.

IYE Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$1.74B0.38%
73
Outperform
$9.79B0.09%
72
Outperform
$3.60B0.45%
71
Outperform
$3.39B0.35%
67
Neutral
$2.27B0.77%
73
Outperform
$1.93B0.08%
72
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IYE
iShares U.S. Energy ETF
63.14
18.71
42.11%
VDE
Vanguard Energy ETF
MLPX
Global X MLP & Energy Infrastructure ETF
XOP
SPDR S&P Oil & Gas Exploration & Production ETF
MLPA
Global X MLP ETF
FENY
Fidelity MSCI Energy Index 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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