IYJ - ETF AI Analysis

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iShares U.S. Industrials ETF (IYJ)

Rating:72Outperform

Price Target:―

The iShares U.S. Industrials ETF (IYJ) has a solid overall rating, driven by strong contributions from holdings like American Express (AXP) and Accenture (ACN). AXP stands out for its robust revenue growth, profitability, and strategic focus on premium products and international markets, while ACN benefits from its growth in advanced AI and strategic partnerships. However, weaker holdings like Boeing (BA), which faces financial challenges and program delays, slightly weigh on the fund's performance. A key risk factor is the ETF's exposure to high valuation concerns across several holdings, which could impact future returns.

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)

AUM1.80B

RegionNorth America

Expense Ratio0.38%

Beta0.93

IssueriShares

Inception DateJun 12, 2000

Dividend Yield0.8%

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. Volume25,806

30 Day Avg. Volume55,253

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

168.74

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering197

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 names like GE Aerospace and Caterpillar driving performance thanks to strong earnings and strategic growth initiatives. GE Vernova’s bullish momentum adds further lift, though valuation concerns temper enthusiasm. On the financial side, Visa and Mastercard provide steady contributions, but mixed trends in recent months suggest they’re not leading the charge. Accenture’s lagging performance is a rare weak spot, reflecting sector-specific challenges. Overall, the fund’s U.S.-focused portfolio thrives on industrial innovation, with financials playing a supporting role.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
V	Visa	7.86%	$139.31M	$683.74B	13.84%	70 Outperform
MA	Mastercard	6.12%	$108.49M	$521.14B	12.30%	75 Outperform
GE	GE Aerospace	4.42%	$78.28M	$345.49B	87.19%	72 Outperform
CAT	Caterpillar	3.63%	$64.23M	$291.59B	65.21%	76 Outperform
RTX	RTX	3.26%	$57.79M	$255.28B	60.22%	74 Outperform
AXP	American Express	2.68%	$47.50M	$264.22B	24.89%	80 Outperform
GEV	GE Vernova Inc.	2.38%	$42.11M	$186.22B	80.72%	69 Neutral
ACN	Accenture	2.25%	$39.88M	$169.78B	-23.41%	79 Outperform
BA	Boeing	2.24%	$39.65M	$179.98B	32.81%	54 Neutral
COF	Capital One Financial	2.09%	$37.02M	$163.98B	40.58%	71 Outperform

IYJ Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

146.44

Positive

100DMA

145.72

Positive

200DMA

140.85

Positive

Market Momentum

MACD

1.72

Negative

RSI

59.60

Neutral

STOCH

81.18

Negative

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IYJ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 149.57, equal to the 50-day MA of 146.44, and equal to the 200-day MA of 140.85, indicating a bullish trend. The MACD of 1.72 indicates Negative momentum. The RSI at 59.60 is Neutral, neither overbought nor oversold. The STOCH value of 81.18 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IYJ.

IYJ Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
IYJ	―	―	$1.80B	0.38%	―
PPA	―	―	$7.05B	0.58%	―
AIRR	―	―	$6.79B	0.70%	―
VIS	―	―	$6.61B	0.09%	―
XAR	―	―	$4.91B	0.35%	―
FIDU	―	―	$1.60B	0.08%	―

Performance Comparison

IYJ

iShares U.S. Industrials ETF

152.10

21.76

16.69%

PPA

Invesco Aerospace & Defense ETF

―

AIRR

First Trust RBA American Industrial Renaissance 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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