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IYW - ETF AI Analysis
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iShares U.S. Technology ETF (IYW)
Rating:77Outperform
Price Target:
$227.00
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)
AUM20.42B
RegionNorth America
Expense Ratio0.38%
Beta1.48
IssueriShares
Inception DateMay 15, 2000
Dividend Yield0.15%
Asset ClassEquity
Index TrackedRussell 1000 Technology RIC 22.5/45 Capped Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,096,618
30 Day Avg. Volume1,218,174
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
248.05Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering142
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 riding high on the strength of Nvidia and Broadcom, both benefiting from their strategic focus on AI and semiconductors, which continue to drive robust growth. Apple and Microsoft are steady contributors, with cloud services and global expansion keeping their momentum intact. However, Meta Platforms and Oracle are holding the fund back slightly, with Meta facing regulatory hurdles and Oracle showing mixed signals despite its cloud growth. With nearly 90% of its holdings concentrated in U.S. technology, this ETF is a bet on innovation and digital transformation, but the performance remains tied to the fortunes of a few key players.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 16.82% | $3.46B | $4.53T | 27.85% | 76 Outperform | |
| Apple | 15.19% | $3.12B | $3.97T | 17.28% | 80 Outperform | |
| Microsoft | 13.96% | $2.87B | $3.62T | 17.24% | 82 Outperform | |
| Broadcom | 3.49% | $717.81M | $1.67T | 117.10% | 76 Outperform | |
| Alphabet Class A | 2.91% | $598.10M | $3.53T | 66.39% | 80 Outperform | |
| Meta Platforms | 2.82% | $578.94M | $1.49T | 4.38% | 71 Outperform | |
| Advanced Micro Devices | 2.54% | $522.60M | $363.95B | 62.46% | 80 Outperform | |
| Palantir Technologies | 2.51% | $516.88M | $394.27B | 169.36% | 69 Neutral | |
| Alphabet Class C | 2.37% | $487.30M | $3.53T | 65.22% | 86 Outperform | |
| International Business Machines | 1.90% | $389.69M | $269.70B | 34.45% | 77 Outperform |
IYW Technical Analysis
Neutral
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Price Trends
198.34
Negative
189.25
Positive
170.60
Positive
Market Momentum
-0.69
Positive
41.03
Neutral
19.81
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IYW, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 202.80, equal to the 50-day MA of 198.34, and equal to the 200-day MA of 170.60, indicating a neutral trend. The MACD of -0.69 indicates Positive momentum. The RSI at 41.03 is Neutral, neither overbought nor oversold. The STOCH value of 19.81 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for IYW.
IYW Peer Comparison
Comparison Results
Performance Comparison
IYW
iShares U.S. Technology ETF
194.59
35.90
22.62%
VGT
Vanguard Information Technology ETF
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XLK
Technology Select Sector SPDR Fund
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XLF
Financial Select Sector SPDR Fund
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FTEC
Fidelity MSCI Information Technology Index ETF
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SOXX
iShares Semiconductor 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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