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IYT - ETF AI Analysis
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iShares US Transportation ETF (IYT)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Performance from Top Holding
Uber Technologies, the ETF's largest position, has delivered strong year-to-date gains, supporting overall fund performance.
Sector Focus on Industrials
The ETF's heavy exposure to the industrials sector aligns with steady demand for transportation and logistics services.
Reasonable Expense Ratio
The fund's expense ratio is relatively low, making it a cost-effective option for investors.
Negative Factors
Over-Concentration in Top Holdings
The top two holdings, Uber and Union Pacific, make up a significant portion of the portfolio, increasing single-stock risk.
Mixed Performance Among Holdings
Several key holdings, including United Parcel and FedEx, have underperformed year-to-date, dragging on the fund's overall returns.
Limited Geographic Diversification
The ETF is almost entirely focused on U.S. companies, leaving investors exposed to domestic economic risks.
IYT vs. SPDR S&P 500 ETF (SPY)
AUM933.90M
RegionNorth America
Expense Ratio0.38%
Beta1.00
IssueriShares
Inception DateOct 06, 2003
Dividend Yield1%
Asset ClassEquity
Index TrackedS&P Transportation Select Industry FMC Capped Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume664,168
30 Day Avg. Volume572,619
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
84.28Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering43
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IYT Summary
The iShares US Transportation ETF (IYT) is an investment fund that focuses on the transportation sector, including companies involved in airlines, railroads, trucking, and logistics. It follows the S&P Transportation Select Industry FMC Capped Index and includes well-known companies like Uber and Union Pacific. This ETF is a good option for investors who want to diversify their portfolio and invest in the backbone of global commerce and trade. However, new investors should be aware that its performance can be heavily influenced by economic cycles, as transportation demand often rises and falls with the overall economy.
How much will it cost me?The iShares US Transportation ETF (IYT) 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 because it is a specialized fund focusing on the transportation sector, which requires more active management compared to broad market index funds.
What would affect this ETF?The iShares US Transportation ETF (IYT) could benefit from increased demand for transportation services driven by economic growth, e-commerce expansion, and technological advancements in logistics and mobility. However, it may face challenges from rising fuel costs, regulatory changes, or economic slowdowns that impact transportation activity. With a strong focus on U.S.-based industrials and top holdings like Uber and Union Pacific, the ETF's performance is closely tied to the health of the transportation sector and broader economic trends.
IYT Top 10 Holdings
The iShares US Transportation ETF (IYT) leans heavily on the industrials sector, with a clear focus on railroads, logistics, and airlines. FedEx and Expeditors International are driving the fund’s performance, benefiting from strong financials and steady upward momentum. However, Uber and Old Dominion Freight are dragging the fund, with bearish technical trends and revenue challenges. Union Pacific and Norfolk Southern offer mixed signals, balancing operational strengths with market headwinds. Overall, the fund’s U.S.-centric exposure highlights its reliance on the backbone of domestic commerce, but uneven stock performance could weigh on returns.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Uber Technologies | 17.72% | $163.98M | $168.14B | 29.25% | 74 Outperform | |
| Union Pacific | 16.07% | $148.73M | $139.91B | 5.43% | 75 Outperform | |
| United Parcel | 7.81% | $72.26M | $84.93B | -18.46% | 72 Outperform | |
| FedEx | 5.27% | $48.82M | $66.65B | 3.31% | 75 Outperform | |
| CSX | 4.80% | $44.46M | $68.53B | 13.78% | 78 Outperform | |
| Delta Air Lines | 4.79% | $44.34M | $46.45B | 18.41% | 80 Outperform | |
| Norfolk Southern | 4.56% | $42.20M | $71.94B | 23.81% | 75 Outperform | |
| Old Dominion Freight | 4.37% | $40.42M | $32.82B | -18.79% | 71 Outperform | |
| United Airlines Holdings | 4.33% | $40.04M | $36.41B | 20.55% | 74 Outperform | |
| Southwest Airlines | 3.26% | $30.20M | $21.81B | 26.21% | 66 Neutral |
IYT Technical Analysis
Positive
―
Price Trends
72.14
Positive
71.21
Positive
68.09
Positive
Market Momentum
1.13
Negative
56.10
Neutral
29.02
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IYT, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 73.51, equal to the 50-day MA of 72.14, and equal to the 200-day MA of 68.09, indicating a bullish trend. The MACD of 1.13 indicates Negative momentum. The RSI at 56.10 is Neutral, neither overbought nor oversold. The STOCH value of 29.02 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IYT.
IYT Peer Comparison
Comparison Results
Performance Comparison
IYT
iShares US Transportation ETF
74.61
7.80
11.67%
RSPN
Invesco S&P 500 Equal Weight Industrials ETF
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―
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FXR
First Trust Industrials/Producer Durables AlphaDEX Fund
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―
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PRN
Invesco DWA Industrials Momentum ETF
―
―
―
PKB
Invesco Dynamic Building & Construction ETF
―
―
―
XTN
SPDR S&P Transportation 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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