IYZ - ETF AI Analysis
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iShares U.S. Telecommunications ETF (IYZ)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Year-To-Date Performance
The ETF has delivered strong gains so far this year, showing solid momentum for investors who have held it over that period.
Leading Telecom and Networking Stocks
Several major holdings like Cisco, Arista Networks, and other networking names have performed strongly, helping drive the fund’s overall results.
Focused Sector Exposure
The fund’s concentration in U.S. technology and communication services provides targeted exposure to core telecom and networking businesses.
Negative Factors
High Stock Concentration
A small number of companies make up a large share of the portfolio, which increases the impact that any one stock’s performance can have on the ETF.
Several Lagging Top Holdings
Some key positions such as AT&T, T-Mobile, and Comcast have shown weak performance this year, which can drag on the fund’s returns.
Limited Geographic Diversification
With almost all assets in U.S. companies, the ETF offers little exposure to telecom markets in other regions and is heavily tied to the U.S. economy.
IYZ vs. SPDR S&P 500 ETF (SPY)
AUM1.06B
RegionNorth America
Expense Ratio0.37%
Beta0.81
IssueriShares
Inception DateMay 22, 2000
Dividend Yield1.58%
Asset ClassEquity
Index TrackedRussell 1000 Telecommunications RIC 22.5/45 Capped Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume626,697
30 Day Avg. Volume836,752
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
53.65Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering22
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IYZ Summary
IYZ is the iShares U.S. Telecommunications ETF, which follows the Russell 1000 Telecommunications Index and focuses on companies that power phone, internet, and digital communication in the U.S. It holds well-known names like Cisco Systems, Verizon, AT&T, and T-Mobile, giving investors a simple way to invest in the telecom and related technology theme in one fund. Someone might invest in IYZ to benefit from long-term growth in data usage, 5G, and connectivity while getting diversification across several major telecom stocks. A key risk is that the fund is heavily tied to the telecom and tech sectors, so its value can go up or down sharply with changes in those industries.
How much will it cost me?The iShares U.S. Telecommunications ETF (IYZ) 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 a sector-focused fund, which typically requires more active management compared to broad-market index funds.
What would affect this ETF?The iShares U.S. Telecommunications ETF (IYZ) could benefit from the growing demand for 5G technology and advancements in digital communication, as well as the stability of major telecom companies like Cisco and AT&T. However, it may face challenges from rising interest rates, which can increase borrowing costs for telecom firms, and regulatory changes that could impact the sector's profitability. Additionally, economic slowdowns could reduce consumer spending on communication services, potentially affecting the ETF's performance.
IYZ Top 10 Holdings
IYZ is leaning heavily on Cisco and Arista Networks, two tech-focused names that have been rising and giving the fund much of its current spark, helped by Lumentum’s strong momentum in optical and AI infrastructure. On the more traditional telecom side, Verizon and AT&T are steady but not exactly setting the pace, while T-Mobile and Comcast have been lagging and quietly weighing on returns. Overall, this is a U.S.-only play with a clear tilt toward telecom infrastructure and networking, rather than just old-school phone and cable giants.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Cisco Systems | 24.17% | $253.11M | $466.76B | 74.26% | 77 Outperform | |
| Arista Networks | 12.36% | $129.42M | $273.36B | 40.65% | 83 Outperform | |
| Verizon | 9.49% | $99.44M | $173.05B | 4.52% | 81 Outperform | |
| Ciena | 4.14% | $43.34M | $63.78B | 188.42% | 70 Outperform | |
| SpaceX | 3.96% | $41.45M | $2.21T | ― | ― | |
| AT&T | 3.94% | $41.26M | $151.99B | -14.26% | 71 Outperform | |
| Lumentum Holdings | 3.83% | $40.15M | $99.95B | 637.49% | 61 Neutral | |
| Motorola Solutions | 3.32% | $34.73M | $73.51B | -2.66% | 70 Neutral | |
| Ubiquiti Networks | 3.28% | $34.35M | $39.78B | 0.35% | 60 Neutral | |
| Viavi Solutions | 3.11% | $32.57M | $11.18B | 270.50% | 71 Outperform |
IYZ Technical Analysis
Negative
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Price Trends
42.62
Negative
42.27
Negative
40.33
Positive
Market Momentum
0.12
Negative
45.35
Neutral
45.71
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IYZ, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 42.15, equal to the 50-day MA of 42.62, and equal to the 200-day MA of 40.33, indicating a neutral trend. The MACD of 0.12 indicates Negative momentum. The RSI at 45.35 is Neutral, neither overbought nor oversold. The STOCH value of 45.71 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IYZ.
IYZ Peer Comparison
Comparison Results
Performance Comparison
IYZ
iShares U.S. Telecommunications ETF
41.78
9.83
30.77%
THRO
Ishares U.S. Thematic Rotation Active Etf
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FDN
First Trust Dow Jones Internet Index Fund
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JTEK
JPMorgan U.S. Tech Leaders ETF
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IFRA
iShares U.S. Infrastructure ETF
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USCA
Xtrackers MSCI USA Climate Action 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.
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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