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RXI - ETF AI Analysis

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RXI

iShares Global Consumer Discretionary ETF (RXI)

Rating:69Neutral
Price Target:
RXI, the iShares Global Consumer Discretionary ETF, earns a solid overall rating driven largely by heavyweight holdings like Amazon and Tesla, which benefit from strong financial performance and growth potential despite rich valuations. Well-rounded companies such as Toyota, TJX, and LVMH further support the fund with robust earnings and generally positive technical trends. The main risk factor is that several key holdings, including Alibaba, Booking Holdings, and some U.S. retailers, face issues like high leverage, bearish technical signals, or cash flow pressures, which can add volatility to the fund.
Positive Factors
Leading Global Consumer Brands
The ETF holds several well-known consumer companies, including a top position that has shown strong gains this year, which supports overall performance.
Broad International Exposure
Holdings spread across the U.S., Japan, Hong Kong, and multiple European countries provide global diversification instead of relying on a single market.
Recent Short-Term Rebound
Despite a weak year-to-date result, the fund has shown a strong bounce over the past month, suggesting some recovery in its underlying holdings.
Negative Factors
High Concentration in a Few Stocks
A large portion of the fund is invested in a small number of companies, so problems at these firms could have an outsized impact on returns.
Heavy Bet on Consumer Cyclical Sector
With most assets in consumer cyclical stocks, the ETF is highly sensitive to economic slowdowns and changes in consumer spending.
Several Top Holdings Are Lagging
Some major positions, including well-known auto, luxury, and travel companies, have shown weak performance this year, which has weighed on the fund’s year-to-date results.

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

RXI Summary

The iShares Global Consumer Discretionary ETF (RXI) tracks the S&P Global 1200 Consumer Discretionary Index, focusing on companies that benefit when people have extra money to spend. It holds well-known names like Amazon, Tesla, Home Depot, McDonald’s, and Toyota, covering areas such as online shopping, cars, home improvement, travel, and luxury goods across the U.S., Europe, and Asia. Someone might invest in RXI for growth potential and global diversification tied to consumer spending trends. A key risk is that these stocks can be very sensitive to the economy and can go up or down sharply when consumer confidence changes.
How much will it cost me?The iShares Global Consumer Discretionary ETF (RXI) has an expense ratio of 0.39%, which means you’ll pay $3.90 per year for every $1,000 invested. This is slightly higher than the average for passively managed ETFs because it provides specialized exposure to the global consumer discretionary sector, which requires more targeted management.
What would affect this ETF?The RXI ETF, focused on the global consumer discretionary sector, could benefit from economic growth and rising consumer confidence, which often boost spending on items like luxury goods, travel, and technology. However, it may face challenges from higher interest rates or economic slowdowns, which can reduce discretionary spending, as well as potential regulatory changes affecting major holdings like Tesla and Amazon. Its global exposure provides diversification but also subjects it to risks from geopolitical tensions or uneven economic recovery across regions.

RXI Top 10 Holdings

RXI leans heavily on global consumer giants, with Amazon doing much of the heavy lifting as its rising share price and dominant e-commerce and cloud businesses set the tone. Tesla, by contrast, has been losing altitude, acting as a noticeable drag. Luxury powerhouse LVMH and travel player Booking have also been soft spots, weighing on returns. On the steadier side, TJX and Lowe’s are quietly helping, reflecting resilient U.S. consumer spending. Overall, the fund is concentrated in consumer cyclical names with a strong U.S. tilt but meaningful exposure to Europe and Asia.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Amazon17.59%$46.87M$2.84T39.12%
71
Outperform
Tesla7.34%$19.57M$1.41T32.46%
73
Outperform
Alibaba Group Holding Ltd.4.32%$11.51MHK$2.53T13.02%
70
Outperform
Home Depot4.21%$11.22M$334.56B-6.90%
66
Neutral
Toyota Motor3.42%$9.11M¥39.97T10.07%
80
Outperform
McDonald's3.13%$8.34M$212.79B-8.40%
65
Neutral
TJX Companies2.65%$7.06M$173.80B23.87%
79
Outperform
Booking Holdings2.17%$5.78M$140.27B-9.24%
63
Neutral
LVMH Moet Hennessy Louis Vuitton2.11%$5.63M€234.45B-7.00%
78
Outperform
Lowe's2.06%$5.49M$136.91B9.68%
69
Neutral

RXI Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
195.06
Positive
100DMA
201.20
Negative
200DMA
200.24
Negative
Market Momentum
MACD
1.27
Positive
RSI
53.91
Neutral
STOCH
14.13
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RXI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 196.35, equal to the 50-day MA of 195.06, and equal to the 200-day MA of 200.24, indicating a neutral trend. The MACD of 1.27 indicates Positive momentum. The RSI at 53.91 is Neutral, neither overbought nor oversold. The STOCH value of 14.13 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RXI.

RXI Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$263.98M0.39%
69
Neutral
$794.17M0.17%
66
Neutral
$619.16M0.75%
71
Outperform
$593.65M0.40%
73
Outperform
$266.56M0.35%
71
Outperform
$120.42M0.65%
66
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
RXI
iShares Global Consumer Discretionary ETF
198.09
19.45
10.89%
AVRE
Avantis Real Estate ETF
VOLT
Tema Electrification ETF
IXP
iShares Global Comm Services ETF
RTH
VanEck Retail ETF
IBUY
Amplify Online Retail 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.
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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