IYT - ETF AI Analysis
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iShares US Transportation ETF (IYT)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the past few months, indicating positive recent momentum.
Leading Transport Companies in Top Holdings
Several major transportation and logistics names in the top holdings have delivered strong performance, helping drive the fund’s returns.
Focused Exposure to U.S. Transportation
The fund’s heavy focus on U.S. industrial and transportation companies gives investors targeted exposure to this key part of the economy.
Negative Factors
High Concentration in a Few Stocks
A small number of companies make up a large share of the portfolio, which increases the impact if any of them perform poorly.
Mixed Performance Among Top Holdings
Some large positions, including a major ride-sharing company and an airline, have shown weak performance, which can drag on overall returns.
Higher Expense Ratio Than Broad Market ETFs
The fund’s expense ratio is higher than many broad market index ETFs, which slightly reduces the net return investors keep over time.
IYT vs. SPDR S&P 500 ETF (SPY)
AUM2.32B
RegionNorth America
Expense Ratio0.38%
Beta1.02
IssueriShares
Inception DateOct 06, 2003
Dividend Yield0.95%
Asset ClassEquity
Index TrackedS&P Transportation Select Industry FMC Capped Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume652,868
30 Day Avg. Volume933,708
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
92.59Price 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, focusing on U.S. companies that move people and goods. It holds well-known names like Uber, Union Pacific, FedEx, Delta, and UPS, covering airlines, railroads, trucking, and delivery services. Someone might invest in IYT to bet on growth in shipping, travel, and e‑commerce, while getting diversification across many transportation companies instead of picking just one stock. 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 heavily tied to the U.S. transportation backbone, with big bets on rails, delivery giants, and a splash of tech via Uber. FedEx, Old Dominion, and XPO have been the fund’s workhorses, steadily rising and giving the ETF a lift, while Delta and CSX add more fuel from the airline and rail lanes. On the flip side, Uber has been losing altitude and United Airlines is still lagging, which has kept a lid on gains. Overall, it’s a U.S.-centric, industrials-heavy ride with a tech twist.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Union Pacific | 16.64% | $347.70M | $157.86B | 20.84% | 72 Outperform | |
| Uber Technologies | 16.59% | $346.72M | $146.20B | -21.21% | 74 Outperform | |
| FedEx | 8.60% | $179.62M | $94.06B | 82.02% | 79 Outperform | |
| Delta Air Lines | 5.10% | $106.60M | $50.02B | 60.71% | 80 Outperform | |
| CSX | 4.71% | $98.42M | $84.58B | 48.30% | 78 Outperform | |
| United Airlines Holdings | 4.51% | $94.23M | $32.44B | 35.48% | 74 Outperform | |
| Norfolk Southern | 4.48% | $93.58M | $70.64B | 30.81% | 75 Outperform | |
| Old Dominion Freight | 4.32% | $90.27M | $43.77B | 31.91% | 71 Outperform | |
| United Parcel | 4.17% | $87.06M | $85.87B | 4.53% | 72 Outperform | |
| XPO | 3.36% | $70.23M | $23.82B | 77.38% | 70 Outperform |
IYT Technical Analysis
Positive
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Price Trends
78.55
Positive
78.43
Positive
75.02
Positive
Market Momentum
0.94
Negative
67.35
Neutral
94.41
Negative
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 80.62, equal to the 50-day MA of 78.55, and equal to the 200-day MA of 75.02, indicating a bullish trend. The MACD of 0.94 indicates Negative momentum. The RSI at 67.35 is Neutral, neither overbought nor oversold. The STOCH value of 94.41 is Negative, 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
84.61
19.25
29.45%
PPA
Invesco Aerospace & Defense ETF
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VIS
Vanguard Industrials ETF
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XAR
SPDR S&P Aerospace & Defense ETF
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FIDU
Fidelity MSCI Industrial Index ETF
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FTXR
First Trust Nasdaq 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.
DisclaimerThis 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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