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IYZ - AI Analysis
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iShares U.S. Telecommunications ETF (IYZ)
Rating:71Outperform
Price Target:
$35.95
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid year-to-date returns, indicating strong overall momentum.
Top Holdings Driving Growth
Several key holdings, such as AST SpaceMobile and Ciena, have shown strong performance, contributing positively to the fund.
Reasonable Expense Ratio
The ETF charges a moderate expense ratio, making it relatively cost-effective compared to some other funds.
Negative Factors
High Geographic Concentration
The fund is heavily concentrated in U.S. companies, limiting exposure to international markets and diversification.
Sector Overweight
The ETF is heavily focused on Communication Services and Technology, which may increase vulnerability to sector-specific downturns.
Underperforming Holdings
Some top holdings, such as Comcast and Motorola Solutions, have shown weak year-to-date performance, potentially dragging on overall returns.
IYZ vs. SPDR S&P 500 ETF (SPY)
AUM656.54M
RegionNorth America
Expense Ratio0.38%
Beta0.82
IssueriShares
Inception DateMay 22, 2000
Dividend Yield1.88%
Asset ClassEquity
Index TrackedRussell 1000 Telecommunications RIC 22.5/45 Capped Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume631,776
30 Day Avg. Volume695,577
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
35.95Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering24
IYZ Summary
The iShares U.S. Telecommunications ETF (IYZ) is a fund that focuses on the U.S. telecommunications sector, which includes companies involved in wireless services, broadband, satellite communications, and 5G technology. Some well-known companies in this ETF are Cisco Systems and AT&T. Investing in IYZ could be appealing for those looking to benefit from the growth of digital communication and the ongoing demand for connectivity. However, new investors should be aware that this ETF is heavily tied to the telecom sector, meaning its performance can be impacted by industry-specific challenges or slowdowns.
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
The iShares U.S. Telecommunications ETF (IYZ) is leaning heavily on telecom giants like Cisco Systems, which has been steady thanks to its focus on AI infrastructure, and AST SpaceMobile, a rising star with strong momentum despite financial hurdles. However, legacy players like AT&T and Verizon are lagging, weighed down by bearish technical trends and debt concerns. The fund’s concentration in U.S. telecom and technology sectors highlights its bet on connectivity and innovation, but mixed performance among its top holdings suggests the ETF is navigating both opportunities and challenges in the evolving telecom landscape.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Cisco Systems | 18.58% | $123.88M | $279.21B | 29.14% | 79 Outperform | |
| AT&T | 11.91% | $79.42M | $179.76B | 15.47% | 72 Outperform | |
| Verizon | 11.11% | $74.06M | $163.68B | -5.74% | 75 Outperform | |
| AST SpaceMobile | 6.54% | $43.57M | $26.79B | 197.23% | 54 Neutral | |
| Arista Networks | 4.54% | $30.29M | $193.33B | 59.86% | 83 Outperform | |
| Ciena | 4.48% | $29.87M | $25.26B | 184.82% | 70 Outperform | |
| Ubiquiti Networks | 3.75% | $25.01M | $44.50B | 187.89% | 71 Outperform | |
| Lumentum Holdings | 3.68% | $24.50M | $12.71B | 198.34% | 54 Neutral | |
| T Mobile US | 3.64% | $24.29M | $243.58B | -3.13% | 73 Outperform | |
| Comcast | 3.59% | $23.93M | $108.11B | -29.68% | 75 Outperform |
IYZ Technical Analysis
Positive
―
Price Trends
31.99
Positive
30.67
Positive
28.85
Positive
Market Momentum
0.20
Positive
59.34
Neutral
58.63
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IYZ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 32.69, equal to the 50-day MA of 31.99, and equal to the 200-day MA of 28.85, indicating a bullish trend. The MACD of 0.20 indicates Positive momentum. The RSI at 59.34 is Neutral, neither overbought nor oversold. The STOCH value of 58.63 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IYZ.
IYZ Peer Comparison
Comparison Results
Performance Comparison
IYZ
iShares U.S. Telecommunications ETF
33.06
7.79
30.83%
PNQI
Invesco NASDAQ Internet ETF
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PWRD
Tcw Transform Systems Etf
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SIXG
Defiance Connective Technologies Etf
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FEPI
REX FANG & Innovation Equity Premium Income ETF
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XTL
SPDR S&P Telecom 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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