IYJ - ETF AI Analysis
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iShares U.S. Industrials ETF (IYJ)
IYJ, the iShares U.S. Industrials ETF, earns a solid overall rating largely because many of its biggest positions—like Visa, Mastercard, Caterpillar, RTX, and American Express—show strong financial performance, positive earnings calls, and strategic growth plans that support long-term potential. The rating is held back somewhat by holdings such as GE Vernova and Deere, where valuation concerns, cash flow challenges, and sector-specific issues (like wind and agricultural equipment) add risk. A key risk factor for the ETF is its concentration in industrial and related cyclical businesses, which can be more sensitive to economic slowdowns and sector-specific headwinds.
IYJ vs. SPDR S&P 500 ETF (SPY)
- AUM
- 1.85B
- Region
- North America
- Expense Ratio
- 0.37%
- Beta
- 0.92
- Issuer
- iShares
- Inception Date
- Jun 12, 2000
- Dividend Yield
- 0.65%
- Asset Class
- Equity
- Index Tracked
- Russell 1000 Industrials 40 Act 15/22.5 Daily Capped Index
IYJ Summary
IYJ is the iShares U.S. Industrials ETF, which follows the Russell 1000 Industrials Index and focuses on major U.S. industrial and related companies. It holds well-known names like Visa, Mastercard, Caterpillar, and GE Aerospace, giving you exposure to businesses tied to transportation, construction, machinery, and parts of the financial and tech world that support industry. Someone might invest in IYJ to bet on long-term growth in the U.S. economy and to diversify beyond pure tech or consumer stocks. A key risk is that it can rise or fall with the industrial sector and the overall stock market.
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 you invest. That cost is a bit higher than the cheapest broad-market index ETFs because this fund focuses on a specific sector and tracks a more specialized index.
What would affect this ETF?
This ETF is heavily focused on U.S. industrial and financial companies like Caterpillar, GE, Union Pacific, Visa, and Mastercard, so it can benefit from strong economic growth, increased infrastructure spending, and stable or falling interest rates that support business investment and consumer spending. On the downside, it could be hurt by economic slowdowns, higher interest rates that pressure financials and capital-heavy industrials, or regulatory changes affecting payment networks, defense, and large manufacturers.
IYJ Top 10 Holdings
IYJ leans heavily on U.S. industrials but has a surprising financial engine under the hood, with Visa and Mastercard doing much of the heavy lifting as their stocks keep rising and support overall returns. On the pure industrial side, Caterpillar and Deere have been strong longer-term drivers, even if their recent moves have been more mixed, while GE Aerospace and GE Vernova are wobbling and occasionally holding the fund back. The ETF is firmly U.S.-focused, with a tilt toward transportation, machinery, and aerospace as its core storyline.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 V | Visa | 8.54% | $158.95M | $815.14B | 24.79% | 70Outperform |
 MA | Mastercard | 6.26% | $116.59M | $573.64B | 18.95% | 75Outperform |
 GE | GE Aerospace | 3.97% | $73.87M | $326.31B | 3.90% | 72Outperform |
 CAT | Caterpillar | 3.40% | $63.21M | $282.07B | 9.35% | 76Outperform |
 RTX | RTX | 3.29% | $61.31M | $273.65B | 15.13% | 74Outperform |
 GEV | GE Vernova Inc. | 2.96% | $55.09M | $228.22B | 57.97% | 69Neutral |
 UNP | Union Pacific | 2.16% | $40.16M | $182.43B | 38.67% | 72Outperform |
 AXP | American Express | 2.05% | $38.14M | $219.93B | -9.99% | 80Outperform |
 DE | Deere | 1.97% | $36.67M | $180.00B | 44.14% | 66Neutral |
 ACN | Accenture | 1.87% | $34.84M | $154.23B | 2.46% | 79Outperform |
IYJ Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IYJ, the sentiment is Positive. The current price of 161.92 is above the 20-day moving average (MA) of 157.42, above the 50-day MA of 157.69, and above the 200-day MA of 157.99, indicating a bullish trend. The MACD of 0.77 indicates Negative momentum. The RSI at 62.59 is Neutral, neither overbought nor oversold. The STOCH value of 82.38 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IYJ.
IYJ Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IYJ | $161.92 | $175.00(8.08% Upside) | $1.85B | 0.37% | 71Outperform |
 AIRR | $101.65 | $154.34(51.84% Upside) | $8.45B | 0.69% | 68Neutral |
 VIS | $328.54 | $401.27(22.14% Upside) | $7.81B | 0.09% | 70Outperform |
 PPA | $162.13 | $208.89(28.84% Upside) | $7.62B | 0.58% | 67Neutral |
 XAR | $234.07 | $346.08(47.85% Upside) | $5.12B | 0.35% | 64Neutral |
 FIDU | $90.86 | $111.37(22.58% Upside) | $2.30B | 0.08% | 70Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IYJ | iShares U.S. Industrials ETF | 161.92 | 17.59 | 12.19% | |
| AIRR | First Trust RBA American Industrial Renaissance ETF | 101.65 | 3.07 | 3.11% | |
| VIS | Vanguard Industrials ETF | 328.54 | 34.53 | 11.74% | |
| PPA | Invesco Aerospace & Defense ETF | 162.13 | 8.76 | 5.71% | |
| XAR | SPDR S&P Aerospace & Defense ETF | 234.07 | -4.06 | -1.71% | |
| FIDU | Fidelity MSCI Industrial Index ETF | 90.86 | 9.56 | 11.76% |
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.