IYT - ETF AI Analysis
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iShares US Transportation ETF (IYT)
IYT, the iShares US Transportation ETF, has a solid overall rating driven mainly by strong, well-established transportation leaders like CSX, FedEx, Delta Air Lines, and Expeditors International, which show healthy financial performance, operational improvements, and generally positive technical trends. However, risks such as high leverage at several major holdings, valuation concerns, and some bearish or overbought technical signals, especially in names like Uber and FedEx, along with the fund’s heavy concentration in the transportation sector, can add volatility and limit upside, slightly holding back the ETF’s rating.
IYT vs. SPDR S&P 500 ETF (SPY)
- AUM
- 1.91B
- Region
- North America
- Expense Ratio
- 0.37%
- Beta
- 0.99
- Issuer
- iShares
- Inception Date
- Oct 06, 2003
- Dividend Yield
- 0.95%
- Asset Class
- Equity
- Index Tracked
- S&P Transportation Select Industry FMC Capped Index
IYT Summary
The iShares US Transportation ETF (IYT) tracks the S&P Transportation Select Industry FMC Capped Index and focuses on U.S. transportation companies that move people and goods. It holds well-known names like Union Pacific, Uber, FedEx, and Delta Air Lines, giving you exposure to railroads, airlines, trucking, and delivery services in a single investment. Someone might invest in IYT to benefit from long-term growth in shipping, travel, and e-commerce while spreading risk across many companies. A key risk is that it’s heavily tied to the transportation sector, so it can rise or fall sharply with fuel costs, the economy, and travel demand.
How much will it cost me?
The iShares US Transportation ETF (IYT) 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 because it is a specialized fund focusing on the transportation sector, which requires more active management compared to broad market index funds.
What would affect this ETF?
The iShares US Transportation ETF (IYT) could benefit from increased demand for transportation services driven by economic growth, e-commerce expansion, and technological advancements in logistics and mobility. However, it may face challenges from rising fuel costs, regulatory changes, or economic slowdowns that impact transportation activity. With a strong focus on U.S.-based industrials and top holdings like Uber and Union Pacific, the ETF's performance is closely tied to the health of the transportation sector and broader economic trends.
IYT Top 10 Holdings
IYT is essentially a U.S. transportation play, with the rails and logistics giants steering the ship. Union Pacific and CSX have been steady to rising over the year, helping underpin the fund even as their near-term momentum cools. On the flip side, Uber has been lagging, acting like a brake on recent returns, while UPS and FedEx have shown mixed, choppy performance that adds volatility rather than clear direction. Airlines like Delta and United are recovering and lending support, but overall the ETF is tightly hitched to U.S. industrial transportation trends.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 UNP | Union Pacific | 18.12% | $346.35M | $170.86B | 27.07% | 72Outperform |
 UBER | Uber Technologies | 14.64% | $279.72M | $140.81B | -27.31% | 74Outperform |
 CSX | CSX | 9.50% | $181.58M | $89.07B | 35.46% | 78Outperform |
 ODFL | Old Dominion Freight | 4.76% | $90.98M | $39.05B | 30.85% | 71Outperform |
 NSC | Norfolk Southern | 4.65% | $88.93M | $73.13B | 13.22% | 75Outperform |
 UPS | United Parcel | 4.60% | $87.94M | $83.82B | 13.07% | 72Outperform |
 FDX | FedEx | 4.42% | $84.53M | $70.71B | 22.81% | 79Outperform |
 DAL | Delta Air Lines | 4.52% | $86.43M | $50.44B | 24.63% | 80Outperform |
 UAL | United Airlines Holdings | 4.35% | $83.18M | $31.73B | 1.56% | 74Outperform |
 EXPD | Expeditors International | 3.56% | $68.08M | $25.61B | 62.78% | 80Outperform |
IYT Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IYT, the sentiment is Negative. The current price of 79.95 is above the 20-day moving average (MA) of 79.63, below the 50-day MA of 82.23, and below the 200-day MA of 81.26, indicating a neutral trend. The MACD of -0.51 indicates Negative momentum. The RSI at 46.63 is Neutral, neither overbought nor oversold. The STOCH value of 37.30 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IYT.
IYT Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IYT | $79.96 | $88.00(10.06% Upside) | $1.91B | 0.37% | 71Outperform |
 AIRR | $99.24 | $147.00(48.12% Upside) | $8.46B | 0.69% | 66Neutral |
 VIS | $321.89 | $402.97(25.19% Upside) | $7.68B | 0.09% | 70Outperform |
 PPA | $155.82 | $204.10(30.98% Upside) | $7.35B | 0.58% | 68Neutral |
 XAR | $222.64 | $334.40(50.20% Upside) | $5.01B | 0.35% | 66Neutral |
 FIDU | $89.08 | $113.33(27.23% Upside) | $2.25B | 0.08% | 70Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IYT | iShares US Transportation ETF | 79.95 | 10.25 | 14.70% | |
| AIRR | First Trust RBA American Industrial Renaissance ETF | 99.24 | 2.30 | 2.38% | |
| VIS | Vanguard Industrials ETF | 321.89 | 25.53 | 8.61% | |
| PPA | Invesco Aerospace & Defense ETF | 155.82 | -1.82 | -1.15% | |
| XAR | SPDR S&P Aerospace & Defense ETF | 222.64 | -23.19 | -9.43% | |
| FIDU | Fidelity MSCI Industrial Index ETF | 89.08 | 7.09 | 8.65% |
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.