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IYY - ETF AI Analysis
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iShares Dow Jones U.S. ETF (IYY)
Rating:75Outperform
Price Target:
$184.00
Positive Factors
Strong Top Holdings
Several of the largest positions, such as Nvidia, Broadcom, and Alphabet, have delivered strong year-to-date performance, driving the ETF’s returns.
Broad Sector Diversification
The ETF is diversified across multiple sectors, including technology, financials, and healthcare, reducing the risk of overexposure to any single industry.
Low Expense Ratio
The fund charges a competitive expense ratio, making it a cost-effective option for investors.
Negative Factors
Heavy Technology Concentration
Over 35% of the ETF is allocated to the technology sector, making it vulnerable to downturns in tech stocks.
Limited Geographic Exposure
The ETF is overwhelmingly focused on U.S. companies, with minimal exposure to international markets, which may limit diversification.
Underperforming Holdings
Some top holdings, like Amazon and Apple, have shown weaker year-to-date performance compared to other positions in the portfolio.
IYY vs. SPDR S&P 500 ETF (SPY)
AUM2.73B
RegionNorth America
Expense Ratio0.20%
Beta1.01
IssueriShares
Inception DateJun 12, 2000
Dividend Yield0.93%
Asset ClassEquity
Index TrackedDJ Global United States (All)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume18,335
30 Day Avg. Volume20,026
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
189.70Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering971
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IYY Summary
The iShares Dow Jones U.S. ETF (IYY) is designed to give investors exposure to the entire U.S. stock market. It includes over 1,000 companies of all sizes, from large to small, across various industries. This ETF tracks the Dow Jones U.S. Index, making it a great option for those who want a diversified portfolio. Some of its top holdings include well-known companies like Apple and Nvidia. Investors might consider IYY for long-term growth and broad market exposure. However, since it reflects the overall U.S. market, its value can go up and down with market trends.
How much will it cost me?The iShares Dow Jones U.S. ETF (IYY) has an expense ratio of 0.2%, meaning you’ll pay $2 per year for every $1,000 invested. This is slightly higher than the average for passively managed ETFs, as it provides broad exposure to the entire U.S. stock market with over 1,000 companies included.
What would affect this ETF?The iShares Dow Jones U.S. ETF (IYY) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Nvidia, Apple, and Microsoft. However, it may face challenges from rising interest rates, which could negatively impact growth-oriented sectors like technology and consumer cyclical, or broader economic slowdowns that affect the U.S. market overall. Regulatory changes targeting large tech firms or shifts in consumer spending could also influence the ETF's performance.
IYY Top 10 Holdings
The iShares Dow Jones U.S. ETF (IYY) leans heavily on technology, with giants like Nvidia, Apple, and Microsoft driving its performance. Nvidia’s AI dominance and Broadcom’s semiconductor momentum are rising stars, while Apple’s steady gains add stability. However, Amazon and Meta are lagging, weighed down by mixed technical trends and operational challenges. Tesla’s recent surge adds a spark, but its high valuation keeps investors cautious. With over a third of the fund in tech and a fully U.S.-focused portfolio, this ETF is riding the wave of innovation but remains vulnerable to sector-specific volatility.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.95% | $216.78M | $5.03T | 47.87% | 85 Outperform | |
| Apple | 6.29% | $171.47M | $3.98T | 20.41% | 80 Outperform | |
| Microsoft | 6.05% | $165.04M | $3.84T | 25.66% | 82 Outperform | |
| Amazon | 3.88% | $105.86M | $2.72T | 27.32% | 76 Outperform | |
| Broadcom | 2.68% | $73.23M | $1.71T | 108.48% | 76 Outperform | |
| Alphabet Class A | 2.60% | $70.87M | $3.43T | 67.15% | 80 Outperform | |
| Meta Platforms | 2.18% | $59.40M | $1.61T | 11.40% | 71 Outperform | |
| Alphabet Class C | 2.09% | $56.98M | $3.43T | 65.75% | 80 Outperform | |
| Tesla | 2.07% | $56.44M | $1.56T | 86.28% | 73 Outperform | |
| Berkshire Hathaway B | 1.37% | $37.46M | $1.03T | 6.88% | 66 Neutral |
IYY Technical Analysis
Positive
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Price Trends
161.76
Positive
157.05
Positive
148.32
Positive
Market Momentum
1.28
Positive
52.20
Neutral
58.25
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IYY, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 163.95, equal to the 50-day MA of 161.76, and equal to the 200-day MA of 148.32, indicating a bullish trend. The MACD of 1.28 indicates Positive momentum. The RSI at 52.20 is Neutral, neither overbought nor oversold. The STOCH value of 58.25 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IYY.
IYY Peer Comparison
Comparison Results
Performance Comparison
IYY
iShares Dow Jones U.S. ETF
164.29
25.17
18.09%
DFAU
Dimensional US Core Equity Market ETF
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PBUS
Invesco PureBeta MSCI USA ETF
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ONEQ
Fidelity Nasdaq Composite Index ETF
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CGUS
Capital Group Core Equity ETF
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BBUS
JP Morgan Betabuilders U.S. Equity 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.
Disclaimer
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.Date of analysis: ―
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