IYW - ETF AI Analysis

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iShares U.S. Technology ETF (IYW)

Rating:76Outperform

Price Target:―

The iShares U.S. Technology ETF (IYW) benefits from its strong exposure to leading technology companies like Apple and Microsoft, which contribute positively to its overall rating due to their robust financial performance and strategic growth in areas like cloud computing and AI. Nvidia also plays a significant role, with its focus on AI and data center expansion, though its high valuation and potential bearish momentum slightly temper its impact. A key risk for the ETF is its heavy concentration in a few top holdings, which could increase volatility if these stocks face challenges.

Positive Factors

Strong Top Holdings

Several of the ETF's largest positions, like Nvidia and Broadcom, have delivered strong year-to-date performance, driving overall returns.

Sector Focus on Technology

The ETF's heavy allocation to the technology sector allows investors to benefit from the growth potential of innovative companies.

Healthy Asset Base

With over $21 billion in assets under management, the fund demonstrates strong investor confidence and stability.

Negative Factors

High Concentration in Top Holdings

The top three holdings—Nvidia, Apple, and Microsoft—make up nearly 45% of the portfolio, increasing exposure to individual stock risks.

Limited Geographic Diversification

The ETF is almost entirely focused on U.S. companies, leaving investors vulnerable to domestic market fluctuations.

Moderate Expense Ratio

The fund's expense ratio of 0.38% is higher than some low-cost alternatives, slightly reducing net returns for investors.

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

AUM21.30B

RegionNorth America

Expense Ratio0.38%

Beta1.50

IssueriShares

Inception DateMay 15, 2000

Dividend Yield0.14%

Asset ClassEquity

Index TrackedRussell 1000 Technology RIC 22.5/45 Capped Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume607,154

30 Day Avg. Volume866,824

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

252.56

Price Target Upside― Downside

Rating ConsensusStrong Buy

Number of Analyst Covering141

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

IYW Summary

The iShares U.S. Technology ETF (IYW) is an investment fund that focuses on the U.S. technology sector, tracking the Russell 1000 Technology Index. It includes major tech companies like Apple and Nvidia, which are leaders in areas like hardware, software, and artificial intelligence. This ETF is a good choice for investors who want to benefit from the growth potential of the tech industry and diversify their portfolio with innovative companies driving digital transformation. However, since it is heavily focused on technology, its performance can be highly sensitive to changes in the tech market or economic conditions.

How much will it cost me?The iShares U.S. Technology ETF (IYW) 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’s a sector-focused fund that tracks the technology industry, requiring more specialized management compared to broad-market index ETFs.

What would affect this ETF?The iShares U.S. Technology ETF (IYW) could benefit from continued advancements in areas like artificial intelligence, cloud computing, and cybersecurity, as well as strong performance from its top holdings like Nvidia, Apple, and Microsoft. However, it may face challenges from rising interest rates, which can negatively impact growth-focused sectors like technology, and regulatory scrutiny on major tech companies could also pose risks. Additionally, economic slowdowns or reduced consumer spending in North America could affect the ETF's performance given its U.S.-focused exposure.

IYW Top 10 Holdings

The iShares U.S. Technology ETF is heavily concentrated in tech giants like Nvidia, Apple, and Microsoft, which together dominate the fund’s performance. Nvidia, while benefiting from AI-driven growth, has seen mixed momentum recently, holding back some gains. Apple remains steady, supported by strong profitability and a focus on services, while Microsoft’s cloud and AI segments are promising despite recent volatility. Meanwhile, Alphabet’s robust growth in AI and cloud services has been a bright spot, and smaller players like Micron and AMD are rising stars, adding energy to the fund’s semiconductor exposure. Overall, the ETF leans heavily into U.S. tech innovation, with semiconductors and AI driving the narrative.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	16.84%	$3.59B	$4.55T	34.97%	76 Outperform
AAPL	Apple	14.45%	$3.08B	$3.88T	7.26%	79 Outperform
MSFT	Microsoft	13.69%	$2.92B	$3.56T	13.88%	79 Outperform
META	Meta Platforms	3.32%	$709.20M	$1.67T	6.22%	76 Outperform
AVGO	Broadcom	3.02%	$644.55M	$1.63T	49.80%	76 Outperform
PLTR	Palantir Technologies	2.62%	$558.71M	$428.33B	166.28%	74 Outperform
GOOGL	Alphabet Class A	2.51%	$536.18M	$3.79T	66.01%	85 Outperform
MU	Micron	2.50%	$534.13M	$386.53B	241.56%	79 Outperform
AMD	Advanced Micro Devices	2.23%	$476.18M	$348.97B	72.37%	73 Outperform
ORCL	Oracle	2.14%	$456.95M	$556.67B	18.20%	66 Neutral

IYW Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

200.74

Positive

100DMA

195.81

Positive

200DMA

177.82

Positive

Market Momentum

MACD

0.61

Negative

RSI

56.11

Neutral

STOCH

60.97

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IYW, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 200.53, equal to the 50-day MA of 200.74, and equal to the 200-day MA of 177.82, indicating a bullish trend. The MACD of 0.61 indicates Negative momentum. The RSI at 56.11 is Neutral, neither overbought nor oversold. The STOCH value of 60.97 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IYW.

IYW Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
IYW	―	―	$21.30B	0.38%	―
VGT	―	―	$113.45B	0.09%	―
XLK	―	―	$92.84B	0.08%	―
XLF	―	―	$53.50B	0.08%	―
SOXX	―	―	$18.57B	0.34%	―
FTEC	―	―	$16.76B	0.08%	―

Performance Comparison

IYW

iShares U.S. Technology ETF

202.65

45.06

28.59%

VGT

Vanguard Information Technology ETF

―

XLK

Technology Select Sector SPDR Fund

―

XLF

Financial Select Sector SPDR Fund

―

SOXX

iShares Semiconductor ETF

―

FTEC

Fidelity MSCI Information Technology 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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