IYC - ETF AI Analysis
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iShares U.S. Consumer Discretionary ETF (IYC)
IYC, the iShares U.S. Consumer Discretionary ETF, earns a solid overall rating largely because its biggest holdings like Amazon, Tesla, Walmart, and TJX combine strong financial performance with positive earnings outlooks and growth initiatives. However, some key positions such as Costco, Home Depot, and Uber show bearish technical trends or valuation concerns, which slightly weigh on the fund’s rating. The main risk factor is the ETF’s heavy concentration in a single, economically sensitive sector—U.S. consumer discretionary—which can make performance more volatile during economic slowdowns.
IYC vs. SPDR S&P 500 ETF (SPY)
- AUM
- 1.22B
- Region
- North America
- Expense Ratio
- 0.37%
- Beta
- 0.97
- Issuer
- iShares
- Inception Date
- Jun 12, 2000
- Dividend Yield
- 0.53%
- Asset Class
- Equity
- Index Tracked
- Russell 1000 Consumer Discretionary 40 Act 15/22.5 Daily Capped Index
IYC Summary
The iShares U.S. Consumer Discretionary ETF (IYC) tracks the Russell 1000 Consumer Discretionary Index, focusing on U.S. companies that benefit when people have extra money to spend. It holds well-known names like Amazon and Tesla, along with retailers, restaurants, and entertainment companies. Someone might invest in IYC to seek growth from consumer spending and to get instant diversification across many brands instead of picking individual stocks. A key risk is that these types of companies can be very sensitive to the economy, so the ETF’s price can rise and fall sharply when consumer spending changes.
How much will it cost me?
This ETF has an expense ratio of 0.37%, which means you’ll pay about $3.70 per year for every $1,000 invested. That cost is a bit higher than the average broad stock index ETF because this is a more specialized, sector-focused fund rather than a plain-vanilla market index.
What would affect this ETF?
IYC is heavily tied to U.S. consumer spending, so strong job growth, rising incomes, and stable or lower interest rates could boost demand for retailers, entertainment, and travel companies like Amazon, Tesla, and Uber. On the downside, an economic slowdown, higher borrowing costs, or shifts in consumer habits away from big brands and streaming services could hurt these businesses, while changes in U.S. regulations affecting tech, autos, or retail could also weigh on the ETF.
IYC Top 10 Holdings
IYC is essentially a bet on how U.S. consumers choose to spend, with Amazon and Tesla setting the tone. Amazon has been steady over the longer run but is losing a bit of steam lately, while Tesla’s mixed, more volatile path can tug the fund in both directions. Big-box staples like Walmart and Costco provide a steadier counterweight, even as their recent moves have been more muted. With heavy exposure to U.S. consumer and retail names and a dash of media via Netflix and Disney, this ETF is firmly anchored in the American shopper’s wallet and screen.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AMZN | Amazon | 13.73% | $165.93M | $2.68T | 12.17% | 71Outperform |
 TSLA | Tesla | 7.68% | $92.78M | $1.47T | -17.10% | 73Outperform |
 WMT | Walmart | 4.70% | $56.80M | $951.18B | 12.19% | 78Outperform |
 COST | Costco | 4.45% | $53.74M | $444.60B | 6.50% | 72Outperform |
 HD | Home Depot | 4.30% | $51.93M | $319.09B | -16.93% | 66Neutral |
 NFLX | Netflix | 3.65% | $44.09M | $270.40B | -40.87% | 73Outperform |
 DIS | Walt Disney | 3.51% | $42.44M | $194.29B | -0.45% | 75Outperform |
 MCD | McDonald's | 3.17% | $38.27M | $175.82B | -19.06% | 65Neutral |
 TJX | TJX Companies | 2.88% | $34.81M | $159.56B | 1.87% | 79Outperform |
 UBER | Uber Technologies | 2.35% | $28.34M | $136.24B | -29.50% | 74Outperform |
IYC Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IYC, the sentiment is Negative. The current price of 99.03 is above the 20-day moving average (MA) of 97.48, above the 50-day MA of 98.76, and below the 200-day MA of 100.58, indicating a neutral trend. The MACD of 0.57 indicates Negative momentum. The RSI at 53.81 is Neutral, neither overbought nor oversold. The STOCH value of 75.08 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IYC.
IYC Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IYC | $99.04 | $109.00(10.06% Upside) | $1.22B | 0.37% | 69Neutral |
 AIRR | $95.62 | $151.42(58.35% Upside) | $8.50B | 0.69% | 66Neutral |
 VPU | $184.01 | $209.75(13.99% Upside) | $7.95B | 0.09% | 67Neutral |
 VDC | $239.24 | $257.45(7.61% Upside) | $7.87B | 0.09% | 70Neutral |
 VCR | $378.18 | $465.46(23.08% Upside) | $5.94B | 0.09% | 69Neutral |
 FDIS | $98.23 | $122.76(24.97% Upside) | $1.63B | 0.08% | 69Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IYC | iShares U.S. Consumer Discretionary ETF | 99.03 | -4.86 | -4.68% | |
| AIRR | First Trust RBA American Industrial Renaissance ETF | 95.62 | -4.14 | -4.15% | |
| VPU | Vanguard Utilities ETF | 184.01 | -9.20 | -4.76% | |
| VDC | Vanguard Consumer Staples ETF | 239.24 | 28.40 | 13.47% | |
| VCR | Vanguard Consumer Discretionary ETF | 378.18 | -17.18 | -4.35% | |
| FDIS | Fidelity MSCI Consumer Discretionary Index ETF | 98.23 | -4.32 | -4.21% |
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.