IYW - ETF AI Analysis
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iShares U.S. Technology ETF (IYW)
IYW, the iShares U.S. Technology ETF, earns a solid overall rating largely because its biggest positions in Apple, Nvidia, Microsoft, and Alphabet are financially strong leaders in key growth areas like cloud computing and artificial intelligence. These companies show robust profitability and positive earnings outlooks, which support the fund, while smaller holdings like Intel, with profitability and cash flow challenges, slightly weigh on the rating. The main risk is the fund’s heavy concentration in a handful of large U.S. tech names, which can make performance more sensitive to swings in that sector.
IYW vs. SPDR S&P 500 ETF (SPY)
- AUM
- 24.85B
- Region
- North America
- Expense Ratio
- 0.37%
- Beta
- 1.50
- Issuer
- iShares
- Inception Date
- May 15, 2000
- Dividend Yield
- 0.10%
- Asset Class
- Equity
- Index Tracked
- Russell 1000 Technology RIC 22.5/45 Capped Index
IYW Summary
IYW is the iShares U.S. Technology ETF, which follows the Russell 1000 Technology Index and focuses mainly on American tech companies. It owns big names like Apple, Microsoft, and Nvidia, along with other firms involved in software, chips, cloud computing, and digital services. Investors might consider IYW if they want growth potential from leading technology businesses and an easy way to spread their money across many tech stocks instead of picking individual companies. A key risk is that it is heavily concentrated in the tech sector, so its price can rise or fall sharply with changes in technology stocks and overall market conditions.
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-market index ETF because this is a more specialized, sector-focused fund that targets U.S. technology companies.
What would affect this ETF?
Future returns for IYW will be heavily influenced by the health of the U.S. technology sector, where demand for chips, cloud computing, and artificial intelligence could boost major holdings like Nvidia, Apple, and Microsoft if innovation and corporate spending stay strong. On the downside, higher interest rates, tighter regulations on big tech, economic slowdowns that reduce business and consumer tech spending, or company-specific setbacks at its largest positions could weigh on the ETF’s performance.
IYW Top 10 Holdings
IYW is essentially a U.S. Big Tech and chip story, with Apple, Microsoft, and Nvidia steering the ship. Apple and Microsoft have been steadily rising, powered by strong demand for services and cloud/AI, giving the fund a solid backbone. Nvidia, while still a key growth engine, has seen more mixed, recently lagging action as investors question how much AI optimism is already priced in. Around them, high-flying chip names like AMD and Micron add extra fuel but also volatility, while weaker, more mixed moves from Meta and Alphabet show that not every tech titan is firing on all cylinders.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AAPL | Apple | 17.41% | $4.14B | $5.03T | 26.98% | 79Outperform |
 NVDA | Nvidia | 16.67% | $3.96B | $4.93T | 0.86% | 76Outperform |
 MSFT | Microsoft | 13.56% | $3.22B | $3.88T | -0.73% | 79Outperform |
 AVGO | Broadcom | 3.16% | $752.00M | $1.56T | -13.38% | 76Outperform |
 AMD | Advanced Micro Devices | 2.89% | $687.92M | $824.07B | 98.09% | 73Outperform |
 META | Meta Platforms | 3.17% | $753.25M | $1.57T | -7.72% | 76Outperform |
 MU | Micron | 2.74% | $652.43M | $1.00T | 294.96% | 79Outperform |
 PLTR | Palantir Technologies | 2.13% | $507.43M | $442.43B | -5.37% | 74Outperform |
 GOOGL | Alphabet Class A | 2.19% | $521.62M | $3.41T | -0.58% | 85Outperform |
 INTC | Intel | 1.57% | $372.91M | $347.61B | 63.75% | 64Neutral |
IYW Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IYW, the sentiment is Negative. The current price of 242.67 is below the 20-day moving average (MA) of 259.12, below the 50-day MA of 257.02, and above the 200-day MA of 229.48, indicating a neutral trend. The MACD of -2.72 indicates Positive momentum. The RSI at 34.36 is Neutral, neither overbought nor oversold. The STOCH value of 55.43 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IYW.
IYW Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IYW | $242.67 | $273.00(12.50% Upside) | $24.85B | 0.37% | 75Outperform |
 VGT | $116.96 | $159.38(36.27% Upside) | $151.55B | 0.09% | 74Outperform |
 XLK | $179.51 | $240.95(34.23% Upside) | $124.76B | 0.08% | 75Outperform |
 XLF | $56.51 | $63.90(13.08% Upside) | $53.97B | 0.08% | 72Outperform |
 SOXX | $471.51 | $703.34(49.17% Upside) | $47.58B | 0.33% | 71Outperform |
 FTEC | $279.03 | $373.74(33.94% Upside) | $21.73B | 0.08% | 75Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IYW | iShares U.S. Technology ETF | 242.67 | 34.12 | 16.36% | |
| VGT | Vanguard Information Technology ETF | 116.96 | 17.90 | 18.07% | |
| XLK | Technology Select Sector SPDR Fund | 179.51 | 29.32 | 19.53% | |
| XLF | Financial Select Sector SPDR Fund | 56.51 | 5.17 | 10.07% | |
| SOXX | iShares Semiconductor ETF | 471.51 | 164.12 | 53.39% | |
| FTEC | Fidelity MSCI Information Technology Index ETF | 279.03 | 42.79 | 18.11% |
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.