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IYJ - ETF AI Analysis
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iShares U.S. Industrials ETF (IYJ)
Rating:72Outperform
Price Target:
$162.00
Positive Factors
Strong Top Holdings
Several major holdings, such as GE Aerospace and GE Vernova, have delivered strong year-to-date performance, supporting the ETF’s overall returns.
Sector Focus on Industrials
The ETF’s heavy exposure to the industrials sector benefits from steady demand and growth in infrastructure and manufacturing.
Healthy Year-to-Date Performance
The fund has shown solid year-to-date gains, indicating resilience in its portfolio despite market fluctuations.
Negative Factors
High Sector Concentration
Over 63% of the ETF is allocated to industrials, making it vulnerable to downturns in this single sector.
Limited Geographic Diversification
With over 98% of its holdings in U.S. companies, the ETF lacks exposure to international markets, reducing global diversification.
Moderate Expense Ratio
The ETF’s expense ratio of 0.38% is higher than some low-cost alternatives, which could slightly impact long-term returns.
IYJ vs. SPDR S&P 500 ETF (SPY)
AUM1.60B
RegionNorth America
Expense Ratio0.38%
Beta0.95
IssueriShares
Inception DateJun 12, 2000
Dividend Yield0.94%
Asset ClassEquity
Index TrackedRussell 1000 Industrials 40 Act 15/22.5 Daily Capped Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume91,100
30 Day Avg. Volume52,582
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
168.26Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering200
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IYJ Summary
The iShares U.S. Industrials ETF (IYJ) focuses on the U.S. industrials sector, which includes companies involved in manufacturing, aerospace, construction, and transportation. It tracks the Russell 1000 Industrials Index and holds well-known companies like Visa and Caterpillar. This ETF could be a good choice for investors looking to diversify into industrials, a key part of the economy that supports infrastructure and innovation. However, since it is heavily focused on industrials, its performance can be impacted by economic cycles, especially during downturns when industrial activity slows.
How much will it cost me?The iShares U.S. Industrials ETF (IYJ) has an expense ratio of 0.38%, which means you’ll pay $3.80 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is passively managed but focuses on a specific sector, which can involve more targeted research and costs.
What would affect this ETF?The iShares U.S. Industrials ETF (IYJ) could benefit from increased infrastructure spending, advancements in manufacturing technologies, and strong performance in aerospace and defense, which are key areas within the industrial sector. However, rising interest rates or economic slowdowns could negatively impact industrial companies reliant on borrowing or cyclical demand, while regulatory changes in sectors like defense or construction might also pose risks.
IYJ Top 10 Holdings
The iShares U.S. Industrials ETF (IYJ) leans heavily into the industrials sector, with standout performers like Caterpillar and GE Aerospace driving the fund’s momentum thanks to strong earnings and bullish growth trends. However, financial names like Visa and Mastercard are lagging, holding back broader gains as mixed signals and valuation concerns weigh on their performance. The fund’s U.S.-centric focus and balanced exposure across industrial sub-sectors provide stability, though its reliance on a few key players in aerospace and construction machinery makes it sensitive to sector-specific shifts.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Visa | 7.86% | $127.70M | $627.78B | 5.83% | 75 Outperform | |
| Mastercard | 6.19% | $100.50M | $485.28B | 3.75% | 69 Neutral | |
| GE Aerospace | 4.25% | $69.10M | $303.20B | 58.68% | 77 Outperform | |
| Caterpillar | 3.59% | $58.26M | $257.59B | 38.48% | 76 Outperform | |
| RTX | 3.19% | $51.89M | $227.50B | 40.50% | 75 Outperform | |
| American Express | 2.73% | $44.31M | $243.09B | 17.12% | 81 Outperform | |
| Accenture | 2.22% | $36.04M | $156.18B | -29.78% | 80 Outperform | |
| GE Vernova Inc. | 2.14% | $34.74M | $150.81B | 59.19% | 66 Neutral | |
| Union Pacific | 1.90% | $30.93M | $134.18B | -6.67% | 66 Neutral | |
| Capital One Financial | 1.84% | $29.87M | $132.15B | 11.12% | 69 Neutral |
IYJ Technical Analysis
Neutral
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Price Trends
145.14
Negative
144.77
Negative
138.93
Positive
Market Momentum
-1.41
Positive
41.75
Neutral
15.70
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IYJ, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 144.41, equal to the 50-day MA of 145.14, and equal to the 200-day MA of 138.93, indicating a neutral trend. The MACD of -1.41 indicates Positive momentum. The RSI at 41.75 is Neutral, neither overbought nor oversold. The STOCH value of 15.70 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for IYJ.
IYJ Peer Comparison
Comparison Results
Performance Comparison
IYJ
iShares U.S. Industrials ETF
141.42
-0.82
-0.58%
PPA
Invesco Aerospace & Defense ETF
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VIS
Vanguard Industrials ETF
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AIRR
First Trust RBA American Industrial Renaissance ETF
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FXR
First Trust Industrials/Producer Durables AlphaDEX Fund
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FIDU
Fidelity MSCI Industrial Index ETF
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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.
Disclaimer
This 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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