IYJ - ETF AI Analysis
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iShares U.S. Industrials ETF (IYJ)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Overall Year-to-Date Performance
The ETF has delivered solid gains so far this year, suggesting its mix of industrial and related stocks has been working well for investors.
Leading Industrial Holdings Showing Strength
Several major positions such as Caterpillar, GE Aerospace, GE Vernova, Union Pacific, and Eaton have shown strong performance, helping drive the fund’s returns.
Broad Industry Mix Within Industrials and Related Sectors
Exposure across industrials, financials, technology, materials, and other sectors provides a spread of opportunities rather than relying on just one type of business.
Negative Factors
Heavy Focus on U.S. Market
With almost all assets in U.S. companies, the fund offers little geographic diversification and is highly tied to the U.S. economy.
Notable Top Holdings with Weak Recent Performance
Key positions like Mastercard, American Express, and Boeing have shown weak results this year, which can drag on the ETF’s overall performance.
Moderate Expense Ratio
The fund’s fee is not especially low, meaning investors give up a noticeable portion of returns each year in costs compared with some cheaper ETFs.
IYJ vs. SPDR S&P 500 ETF (SPY)
AUM2.01B
RegionNorth America
Expense Ratio0.37%
Beta0.94
IssueriShares
Inception DateJun 12, 2000
Dividend Yield0.68%
Asset ClassEquity
Index TrackedRussell 1000 Industrials 40 Act 15/22.5 Daily Capped Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume236,037
30 Day Avg. Volume125,692
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
194.20Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering211
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IYJ Summary
IYJ is the iShares U.S. Industrials ETF, which follows the Russell 1000 Industrials 40 Act 15/22.5 Daily Capped Index. It focuses mainly on U.S. industrial companies involved in areas like machinery, transportation, and aerospace, but also holds some financial and tech names. Well-known holdings include Visa, Mastercard, Caterpillar, and Boeing. Someone might invest in IYJ to get broad exposure to many industrial-related businesses in a single fund, aiming for long-term growth and diversification. A key risk is that it is heavily tied to the industrial sector, so it can rise or fall sharply with economic cycles and demand for industrial activity.
How much will it cost me?The iShares U.S. Industrials ETF (IYJ) 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 passively managed but focuses on a specific sector, which can involve more targeted research and costs.
What would affect this ETF?The iShares U.S. Industrials ETF (IYJ) could benefit from increased infrastructure spending, advancements in manufacturing technologies, and strong performance in aerospace and defense, which are key areas within the industrial sector. However, rising interest rates or economic slowdowns could negatively impact industrial companies reliant on borrowing or cyclical demand, while regulatory changes in sectors like defense or construction might also pose risks.
IYJ Top 10 Holdings
IYJ is powered by a mix of payment giants and classic industrial names, with Visa and Mastercard doing much of the heavy lifting as their stocks keep rising and add a financial tilt to this “industrials” story. On the machinery side, Caterpillar and Union Pacific have been steady-to-strong contributors, while Eaton’s solid, if slightly mixed, momentum supports the broader theme of U.S. infrastructure and electrification. The main drag comes from Boeing, which is still wrestling with operational and financial issues. Overall, this is a U.S.-centric bet on industrial strength with a notable backbone of financials.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Visa | 7.72% | $155.50M | $692.54B | 9.39% | 70 Outperform | |
| Mastercard | 5.78% | $116.44M | $497.35B | -3.47% | 75 Outperform | |
| Caterpillar | 4.48% | $90.26M | $359.80B | 71.01% | 76 Outperform | |
| GE Aerospace | 4.08% | $82.05M | $324.65B | 5.51% | 72 Outperform | |
| RTX | 3.35% | $67.41M | $265.28B | 24.33% | 74 Outperform | |
| GE Vernova Inc. | 3.14% | $63.20M | $246.38B | 51.38% | 69 Neutral | |
| Union Pacific | 2.10% | $42.33M | $166.89B | 28.19% | 72 Outperform | |
| American Express | 2.09% | $42.11M | $210.99B | -8.93% | 80 Outperform | |
| Deere | 2.08% | $41.96M | $180.51B | 44.00% | 66 Neutral | |
| Eaton | 1.95% | $39.25M | $154.51B | 9.48% | 75 Outperform |
IYJ Technical Analysis
Negative
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Price Trends
163.02
Negative
160.86
Negative
156.79
Negative
Market Momentum
-2.40
Positive
33.94
Neutral
20.11
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IYJ, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 159.71, equal to the 50-day MA of 163.02, and equal to the 200-day MA of 156.79, indicating a bearish trend. The MACD of -2.40 indicates Positive momentum. The RSI at 33.94 is Neutral, neither overbought nor oversold. The STOCH value of 20.11 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IYJ.
IYJ Peer Comparison
Comparison Results
Performance Comparison
IYJ
iShares U.S. Industrials ETF
155.72
11.31
7.83%
AIRR
First Trust RBA American Industrial Renaissance ETF
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―
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VIS
Vanguard Industrials ETF
―
―
―
PPA
Invesco Aerospace & Defense ETF
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XAR
SPDR S&P Aerospace & Defense ETF
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FIDU
Fidelity MSCI Industrial Index 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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