IYJ - ETF AI Analysis

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iShares U.S. Industrials ETF (IYJ)

Rating:72Outperform

Price Target:―

IYJ, the iShares U.S. Industrials ETF, earns a solid overall rating thanks to several large, high-quality holdings like American Express, Caterpillar, Honeywell, and Mastercard, which all show strong financial performance, positive earnings calls, and clear growth strategies. These strengths are partly offset by weaker names like Boeing, where financial challenges, high leverage, and program delays introduce more risk. Investors should also note that many top holdings face valuation concerns and some bearish or mixed technical signals, which can add volatility even within this otherwise strong industrials-focused portfolio.

Positive Factors

Solid Recent Performance

The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.

Mix of Strong Industrial and Financial Leaders

Several major holdings in industrials and related financial services, such as Caterpillar, RTX, Boeing, and GE-related stocks, have delivered strong or steady performance, helping support the fund’s returns.

Focused but Still Sector-Diversified Portfolio

While it is primarily an industrials fund, it also holds meaningful exposure to financials, technology, and materials, which helps spread risk across different parts of the economy.

Negative Factors

Heavy Weight in a Few Financial Giants

Visa, Mastercard, and American Express together make up a sizable portion of the fund, so weakness in these companies can have an outsized impact on performance.

Several Top Holdings Are Lagging

Some of the largest positions, including Visa, Mastercard, American Express, and Capital One, have shown weak year-to-date performance, which can drag on the ETF’s overall results.

High U.S. Concentration

With almost all assets in U.S. companies and very little exposure abroad, the fund is heavily tied to the health of the U.S. economy and market.

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

AUM2.35B

RegionNorth America

Expense Ratio0.38%

Beta0.95

IssueriShares

Inception DateJun 12, 2000

Dividend Yield0.82%

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. Volume304,957

30 Day Avg. Volume143,249

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

180.23

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering197

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

IYJ Summary

IYJ is the iShares U.S. Industrials ETF, which follows the Russell 1000 Industrials Index. It focuses mainly on U.S. industrial companies involved in areas like aerospace, construction, machinery, and transportation, but it also holds some financial and technology names. Well-known holdings include Visa, Mastercard, GE Aerospace, and Caterpillar. Someone might invest in IYJ to get diversified exposure to many companies that benefit from economic growth and infrastructure spending. A key risk is that it is heavily tied to the industrial sector, so its value can rise or fall sharply with changes in the economy and business activity.

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

IYJ is essentially a U.S. industrials play with a financial twist: card giants Visa and Mastercard are currently lagging, acting like a small anchor on returns, while the real horsepower comes from classic industrial names. Caterpillar, Deere, and GE Aerospace are all rising, giving the fund a solid lift as demand for machinery and aerospace stays firm. RTX and Union Pacific are also steady contributors. With all holdings U.S.-based and heavily tilted to industrials plus select financials, this ETF is making a focused bet on America’s economic backbone.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
V	Visa	6.91%	$168.06M	$584.19B	-6.71%	70 Outperform
MA	Mastercard	5.36%	$130.31M	$443.51B	-4.33%	75 Outperform
CAT	Caterpillar	4.34%	$105.69M	$326.02B	110.22%	76 Outperform
GE	GE Aerospace	4.27%	$103.91M	$321.67B	59.39%	72 Outperform
RTX	RTX	3.64%	$88.48M	$272.54B	57.15%	74 Outperform
GEV	GE Vernova Inc.	3.05%	$74.10M	$224.28B	177.15%	69 Neutral
AXP	American Express	2.18%	$53.11M	$207.28B	17.73%	80 Outperform
BA	Boeing	2.05%	$49.85M	$160.81B	28.52%	54 Neutral
HON	Honeywell International	1.99%	$48.34M	$148.37B	12.92%	77 Outperform
UNP	Union Pacific	1.95%	$47.55M	$144.85B	4.19%	72 Outperform

IYJ Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

156.27

Negative

100DMA

151.12

Negative

200DMA

147.12

Positive

Market Momentum

MACD

-1.51

Positive

RSI

29.65

Positive

STOCH

7.84

Positive

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IYJ, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 157.85, equal to the 50-day MA of 156.27, and equal to the 200-day MA of 147.12, indicating a neutral trend. The MACD of -1.51 indicates Positive momentum. The RSI at 29.65 is Positive, neither overbought nor oversold. The STOCH value of 7.84 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IYJ.

IYJ Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
IYJ	―	―	$2.35B	0.38%	72 Outperform
AIRR	―	―	$8.44B	0.69%	72 Outperform
PPA	―	―	$8.41B	0.58%	71 Outperform
VIS	―	―	$7.34B	0.09%	70 Outperform
XAR	―	―	$6.37B	0.35%	68 Neutral
FIDU	―	―	$1.93B	0.08%	71 Outperform

Performance Comparison

IYJ

iShares U.S. Industrials ETF

148.98

18.66

14.32%

AIRR

First Trust RBA American Industrial Renaissance ETF

―

PPA

Invesco Aerospace & Defense ETF

―

VIS

Vanguard Industrials ETF

―

XAR

SPDR S&P Aerospace & Defense ETF

―

FIDU

Fidelity MSCI Industrial 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.

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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