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IEDI - ETF AI Analysis

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IEDI

iShares Evolved US Discretionary Spending ETF (IEDI)

Rating:70Outperform
Price Target:
IEDI’s rating suggests it is a solid but not top-tier consumer-focused ETF, supported by strong core holdings like Walmart, Amazon, Costco, TJX, and Ross Stores, which benefit from robust sales growth, strategic expansion, and generally positive long-term outlooks. The fund is somewhat held back by names such as Starbucks, Home Depot, Lowe’s, and O’Reilly Auto, where high leverage, valuation concerns, and bearish or overbought technical signals introduce more risk. The main risk factor is the ETF’s concentration in U.S. consumer discretionary and retail-related companies, which makes its performance sensitive to consumer spending trends and economic cycles.
Positive Factors
Leading Retail and Consumer Brands
The ETF’s largest positions include well-known retailers and consumer brands that have shown generally solid performance, helping support the fund’s results.
Blend of Discretionary and Defensive Consumer Stocks
Holdings spread across both consumer cyclical and consumer defensive sectors provide a mix of growth potential and some resilience in slower economic periods.
Low Expense Ratio
The fund’s relatively low management fee helps investors keep more of their returns over time.
Negative Factors
Recent Weak Performance
The ETF has recently delivered negative returns over the past month, quarter, and year-to-date, which may concern investors looking for near-term strength.
High Concentration in a Few Retail Giants
A large share of the portfolio is tied up in a small number of big retailers, increasing the impact if any of these companies struggle.
Heavy U.S. and Consumer Focus
With almost all assets in U.S. stocks and a strong tilt toward consumer-related sectors, the fund is sensitive to the health of the U.S. consumer and domestic economy.

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

IEDI Summary

IEDI is the iShares Evolved US Discretionary Spending ETF, focused on U.S. companies that benefit when people spend more on non‑essential items. It follows a consumer discretionary theme, holding retailers, home improvement stores, travel, and leisure businesses. Well-known names include Walmart, Home Depot, Amazon, and Costco. Investors might consider IEDI for growth and diversification, since it spreads money across many consumer-focused companies that can do well when the economy is strong and shoppers are confident. A key risk is that these stocks can fall quickly in economic slowdowns, so the ETF’s value can go up and down with changes in consumer spending.
How much will it cost me?The iShares Evolved US Discretionary Spending ETF (IEDI) has an expense ratio of 0.18%, which means you’ll pay $1.80 per year for every $1,000 invested. This is lower than average for actively managed ETFs, as it uses advanced data analysis to adapt its holdings dynamically while keeping costs relatively low.
What would affect this ETF?The iShares Evolved US Discretionary Spending ETF (IEDI) could benefit from strong economic growth and rising consumer confidence, which often lead to increased spending in sectors like retail, automotive, and leisure. However, higher interest rates or economic slowdowns could negatively impact discretionary spending, as consumers may prioritize essential goods over non-essential purchases. Additionally, regulatory changes or disruptions in supply chains could affect top holdings like Home Depot, Walmart, and Amazon.

IEDI Top 10 Holdings

IEDI is heavily tilted toward U.S. retail and big-box giants, with Home Depot and Lowe’s both losing steam and acting as a headwind as home-improvement spending cools. Walmart and Costco, usually steady anchors, have been more mixed lately, softening their support. On the brighter side, Amazon is rising again and helping to pull the fund forward, while off-price and specialty names like Ross Stores and Starbucks add some spark with stronger momentum. Overall, this is a U.S.-only, consumer-focused story, not a broad global or tech-driven play.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Home Depot9.78%$2.80M$308.03B-26.96%
66
Neutral
Walmart9.46%$2.71M$850.10B3.54%
78
Outperform
Amazon8.85%$2.53M$2.77T12.55%
71
Outperform
Costco7.72%$2.21M$401.25B-6.52%
72
Outperform
TJX Companies6.34%$1.82M$138.62B-9.65%
79
Outperform
Lowe's4.68%$1.34M$110.43B-27.59%
69
Neutral
Ross Stores3.80%$1.09M$73.71B56.01%
80
Outperform
O'Reilly Auto2.98%$852.21K$69.43B-20.17%
66
Neutral
Starbucks1.84%$526.49K$112.56B20.56%
56
Neutral
Hilton Worldwide Holdings1.53%$437.27K$68.91B11.45%
67
Neutral

IEDI Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
56.43
Positive
100DMA
55.74
Positive
200DMA
55.92
Positive
Market Momentum
MACD
0.17
Positive
RSI
62.83
Neutral
STOCH
<0.01
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IEDI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 57.20, equal to the 50-day MA of 56.43, and equal to the 200-day MA of 55.92, indicating a neutral trend. The MACD of 0.17 indicates Positive momentum. The RSI at 62.83 is Neutral, neither overbought nor oversold. The STOCH value of <0.01 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IEDI.

IEDI Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$28.63M0.18%
70
Outperform
$57.22M0.35%
70
Outperform
$55.24M0.68%
69
Neutral
$51.86M1.24%
66
Neutral
$40.75M0.75%
75
Outperform
$36.17M0.80%
62
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IEDI
iShares Evolved US Discretionary Spending ETF
57.20
0.50
0.88%
PSR
Invesco Active U.S. Real Estate Fund
REIT
ALPS Active REIT ETF
GABF
Gabelli Financial Services Opportunities ETF
SEMI
Columbia Seligman Semiconductor and Technology ETF
BESF
Bastion Energy 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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