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IYW - ETF AI Analysis
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iShares U.S. Technology ETF (IYW)
Rating:74Outperform
Price Target:―
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)
AUM21.50B
RegionNorth America
Expense Ratio0.38%
Beta1.49
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. Volume817,270
30 Day Avg. Volume1,276,564
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
245.13Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering140
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, with Nvidia and Apple leading the charge. Nvidia’s long-term growth prospects in AI and data centers are promising, but recent mixed momentum has slightly cooled its performance. Apple, on the other hand, is rising steadily thanks to strong revenue growth and its expanding services segment. Microsoft has been lagging lately, weighed down by overbought conditions despite its robust cloud and AI focus. Alphabet is a bright spot, with both Class A and C shares surging on AI-driven growth. Overall, the fund’s U.S.-centric tech focus keeps it tied closely to the sector’s ups and downs.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 15.75% | $3.39B | $4.49T | 31.92% | 76 Outperform | |
| Apple | 14.99% | $3.23B | $4.10T | 13.10% | 79 Outperform | |
| Microsoft | 13.04% | $2.81B | $3.66T | 6.58% | 79 Outperform | |
| Broadcom | 3.87% | $833.22M | $1.92T | 125.42% | 76 Outperform | |
| Alphabet Class A | 3.02% | $651.59M | $3.83T | 63.87% | 85 Outperform | |
| Meta Platforms | 2.95% | $635.19M | $1.66T | 2.76% | 76 Outperform | |
| Palantir Technologies | 2.72% | $584.93M | $433.40B | 159.15% | 74 Outperform | |
| Alphabet Class C | 2.47% | $531.86M | $3.83T | 63.18% | 82 Outperform | |
| Advanced Micro Devices | 2.39% | $515.66M | $360.81B | 70.13% | 74 Outperform | |
| Micron | 1.98% | $426.09M | $284.06B | 158.40% | 77 Outperform |
IYW Technical Analysis
Positive
―
Price Trends
200.08
Positive
192.48
Positive
173.14
Positive
Market Momentum
1.22
Negative
61.26
Neutral
94.19
Negative
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 198.44, equal to the 50-day MA of 200.08, and equal to the 200-day MA of 173.14, indicating a bullish trend. The MACD of 1.22 indicates Negative momentum. The RSI at 61.26 is Neutral, neither overbought nor oversold. The STOCH value of 94.19 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IYW.
IYW Peer Comparison
Comparison Results
Performance Comparison
IYW
iShares U.S. Technology ETF
204.71
40.70
24.82%
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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SOXX
iShares Semiconductor ETF
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FTEC
Fidelity MSCI Information Technology Index 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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