IYZ - ETF AI Analysis
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iShares U.S. Telecommunications ETF (IYZ)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the past few months, indicating solid recent momentum.
Leading Telecom and Networking Holdings
Several major positions in well-known telecom and networking companies have delivered generally strong results, helping support the fund’s returns.
Focused Sector Exposure
Concentrating on U.S. telecommunications and related technology companies gives investors targeted exposure to a specific part of the market.
Negative Factors
High Stock Concentration
A small number of holdings make up a large share of the portfolio, which increases the impact if any of these companies run into trouble.
Limited Geographic Diversification
With almost all assets in U.S. companies, the fund offers little protection if the U.S. market or economy weakens.
Moderate Expense Ratio
The fund’s fee is not especially low for an ETF, which slightly reduces the net return investors keep over time.
IYZ vs. SPDR S&P 500 ETF (SPY)
AUM1.24B
RegionNorth America
Expense Ratio0.38%
Beta0.76
IssueriShares
Inception DateMay 22, 2000
Dividend Yield1.68%
Asset ClassEquity
Index TrackedRussell 1000 Telecommunications RIC 22.5/45 Capped Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,263,449
30 Day Avg. Volume1,678,798
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
51.08Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering24
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IYZ Summary
The iShares U.S. Telecommunications ETF (IYZ) tracks the Russell 1000 Telecommunications Index and focuses on U.S. companies that keep people and businesses connected, such as wireless, broadband, and 5G providers. It holds well-known names like Verizon, AT&T, Cisco Systems, and Comcast, giving you a simple way to invest in the telecom and communication technology theme in one fund. Someone might consider IYZ for targeted exposure to a sector that benefits from growing data use and digital communication. A key risk is that it is heavily concentrated in telecom and tech stocks, so its price can swing more than a broad market fund.
How much will it cost me?The iShares U.S. Telecommunications ETF (IYZ) 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 for ETFs because it is a sector-focused fund, which typically requires more active management compared to broad-market index funds.
What would affect this ETF?The iShares U.S. Telecommunications ETF (IYZ) could benefit from the growing demand for 5G technology and advancements in digital communication, as well as the stability of major telecom companies like Cisco and AT&T. However, it may face challenges from rising interest rates, which can increase borrowing costs for telecom firms, and regulatory changes that could impact the sector's profitability. Additionally, economic slowdowns could reduce consumer spending on communication services, potentially affecting the ETF's performance.
IYZ Top 10 Holdings
IYZ is heavily tilted toward U.S. telecom and networking, with Cisco doing much of the heavy lifting as its steady climb anchors the fund. Arista Networks and satellite player Iridium add extra spark, both riding strong momentum tied to AI, cloud, and niche connectivity. On the flip side, old-guard carriers AT&T and T-Mobile are losing steam, and Verizon has been more of a plodder than a sprinter lately. While the fund is U.S.-centric, names like Millicom bring a small global flavor to this otherwise domestically focused telecom story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Cisco Systems | 22.54% | $281.24M | $444.16B | 62.98% | 77 Outperform | |
| Arista Networks | 11.55% | $144.07M | $201.46B | 67.60% | 83 Outperform | |
| Verizon | 11.21% | $139.85M | $177.71B | -1.09% | 81 Outperform | |
| AT&T | 4.26% | $53.10M | $143.00B | -25.45% | 71 Outperform | |
| T Mobile US | 3.72% | $46.46M | $192.11B | -21.71% | 76 Outperform | |
| Comcast | 3.71% | $46.26M | $84.98B | -34.97% | 74 Outperform | |
| Motorola Solutions | 3.58% | $44.70M | $70.16B | -0.83% | 70 Neutral | |
| Ciena | 3.30% | $41.18M | $59.80B | 432.56% | 70 Outperform | |
| SpaceX | 3.27% | $40.75M | $2.14T | ― | ― | |
| Iridium Communications | 2.91% | $36.24M | $5.70B | 60.31% | 71 Outperform |
IYZ Technical Analysis
Positive
―
Price Trends
42.49
Negative
41.24
Positive
37.17
Positive
Market Momentum
-0.42
Positive
48.82
Neutral
37.97
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IYZ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 41.90, equal to the 50-day MA of 42.49, and equal to the 200-day MA of 37.17, indicating a neutral trend. The MACD of -0.42 indicates Positive momentum. The RSI at 48.82 is Neutral, neither overbought nor oversold. The STOCH value of 37.97 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IYZ.
IYZ Peer Comparison
Comparison Results
Performance Comparison
IYZ
iShares U.S. Telecommunications ETF
42.24
13.54
47.18%
THRO
Ishares U.S. Thematic Rotation Active Etf
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FDN
First Trust Dow Jones Internet Index Fund
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―
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IFRA
iShares U.S. Infrastructure ETF
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―
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JTEK
JPMorgan U.S. Tech Leaders ETF
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―
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USCA
Xtrackers MSCI USA Climate Action Equity 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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