IYT - ETF AI Analysis

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iShares US Transportation ETF (IYT)

Rating:72Outperform

Price Target:―

IYT, the iShares US Transportation ETF, has a solid overall rating driven by strong, diversified leaders like Uber, Union Pacific, FedEx, CSX, and Delta, which show healthy financial performance, strategic initiatives, and generally positive technical trends. These strengths are partly offset by issues such as high leverage, valuation concerns, and legal or merger-related challenges in several holdings, which add risk. The main risk factor is the fund’s concentration in the transportation sector, making it sensitive to economic cycles and industry-specific headwinds.

Positive Factors

Solid Recent Performance

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

Strong Leading Holdings

Several of the largest positions, including major delivery and ride-sharing companies, have delivered strong gains that support the fund’s overall returns.

Focused Industry Exposure

The fund’s concentration in U.S. transportation and related industrial and technology companies gives targeted exposure to a key part of the economy.

Negative Factors

High Stock Concentration

A small number of companies make up a large share of the portfolio, which increases the impact if any of these holdings perform poorly.

Mixed Performance Among Top Holdings

Some major positions, including a large railroad and several airlines, have shown weak or negative performance, which can drag on overall returns.

Limited Diversification

The ETF is heavily focused on U.S. industrial and transportation names with almost no exposure outside the U.S. or to other sectors, increasing vulnerability to downturns in this specific area of the market.

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

AUM868.06M

RegionNorth America

Expense Ratio0.38%

Beta1.03

IssueriShares

Inception DateOct 06, 2003

Dividend Yield1.02%

Asset ClassEquity

Index TrackedS&P Transportation Select Industry FMC Capped Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume993,990

30 Day Avg. Volume662,593

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

90.51

Price 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) tracks the S&P Transportation Select Industry FMC Capped Index and focuses on U.S. transportation companies that move people and goods. It holds well-known names like Uber, Union Pacific, UPS, and FedEx, covering airlines, railroads, trucking, and delivery services. Someone might invest in IYT to bet on long-term growth in shipping, travel, and e-commerce, while getting diversification across many transportation stocks instead of picking just one. A key risk is that it is heavily tied to the transportation sector, so it can rise or fall sharply with fuel costs, the economy, and travel demand.

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

IYT is riding on the rails and the roads, with Union Pacific and CSX helping lead the charge as rail stocks trend higher and provide a steady backbone for the fund. Package giants UPS and especially FedEx are also pulling their weight, with rising share prices reflecting improving efficiency and profit trends. Trucking name Old Dominion and a recovering Southwest Airlines add more momentum. The main drag is Uber, which has been lagging lately, showing that not all tech-enabled transport is keeping up. The fund is almost entirely U.S.-focused and heavily tilted to industrial transportation rather than global tech.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
UBER	Uber Technologies	17.55%	$163.58M	$150.18B	4.98%	74 Outperform
UNP	Union Pacific	16.76%	$156.21M	$144.85B	4.19%	72 Outperform
UPS	United Parcel	8.37%	$78.05M	$83.12B	-15.05%	72 Outperform
FDX	FedEx	5.79%	$53.96M	$83.03B	46.54%	79 Outperform
ODFL	Old Dominion Freight	4.99%	$46.54M	$36.73B	8.14%	71 Outperform
CSX	CSX	4.93%	$45.93M	$72.93B	34.64%	78 Outperform
NSC	Norfolk Southern	4.61%	$43.00M	$65.41B	27.92%	75 Outperform
DAL	Delta Air Lines	3.86%	$35.99M	$37.84B	31.92%	80 Outperform
UAL	United Airlines Holdings	3.74%	$34.89M	$27.99B	23.79%	74 Outperform
XPO	XPO	3.30%	$30.79M	$21.42B	72.27%	70 Outperform

IYT Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

78.61

Negative

100DMA

75.73

Negative

200DMA

72.54

Positive

Market Momentum

MACD

-1.26

Positive

RSI

29.74

Positive

STOCH

9.98

Positive

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IYT, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 79.33, equal to the 50-day MA of 78.61, and equal to the 200-day MA of 72.54, indicating a neutral trend. The MACD of -1.26 indicates Positive momentum. The RSI at 29.74 is Positive, neither overbought nor oversold. The STOCH value of 9.98 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IYT.

IYT Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
IYT	―	―	$868.06M	0.38%	72 Outperform
RSPN	―	―	$898.78M	0.40%	72 Outperform
FTXR	―	―	$853.88M	0.60%	72 Outperform
FXR	―	―	$725.17M	0.60%	70 Neutral
PKB	―	―	$417.99M	0.57%	72 Outperform
XTN	―	―	$276.95M	0.35%	66 Neutral

Performance Comparison

IYT

iShares US Transportation ETF

73.26

8.58

13.27%

RSPN

Invesco S&P 500 Equal Weight Industrials ETF

―

FTXR

First Trust Nasdaq Transportation ETF

―

FXR

First Trust Industrials/Producer Durables AlphaDEX Fund

―

PKB

Invesco Dynamic Building & Construction ETF

―

XTN

SPDR S&P Transportation 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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