IYT - ETF AI Analysis
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iShares US Transportation ETF (IYT)
IYT, the iShares US Transportation ETF, earns a solid overall rating driven by several strong, well-established transportation and logistics companies. Major holdings like CSX, Delta Air Lines, FedEx, and Expeditors International contribute positively through robust financial performance, cash flow, and generally supportive technical trends, while Uber adds growth potential despite some technical and profitability challenges. The main risk factor is the fund’s heavy concentration in the U.S. transportation sector, which can make it more sensitive to economic cycles, fuel costs, and industry-specific headwinds.
IYT vs. SPDR S&P 500 ETF (SPY)
- AUM
- 2.01B
- Region
- North America
- Expense Ratio
- 0.37%
- Beta
- 0.98
- Issuer
- iShares
- Inception Date
- Oct 06, 2003
- Dividend Yield
- 0.89%
- Asset Class
- Equity
- Index Tracked
- S&P Transportation Select Industry FMC Capped Index
IYT Summary
IYT is the iShares US Transportation ETF, which follows the S&P Transportation Select Industry FMC Capped Index. It focuses on U.S. transportation companies that move goods and people, including railroads, airlines, trucking, and delivery services. Well-known holdings include Union Pacific, Uber, UPS, and FedEx. Investors might consider IYT if they want simple, one-click diversification across major transportation businesses that could benefit from economic growth and rising trade. A key risk is that transportation stocks can be very sensitive to the overall economy and fuel costs, so the ETF’s value can go up and down sharply with market and economic 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 you invest. That’s higher than the cost of a typical broad, passively managed index ETF because this fund focuses on a specific transportation sector index, which usually comes with slightly higher fees.
What would affect this ETF?
Future performance of this U.S.-focused transportation ETF will likely benefit from strong economic growth, rising e-commerce demand, and infrastructure investment that support key holdings like railroads, delivery companies, and ride-sharing platforms. On the other hand, higher interest rates, weaker consumer spending, fuel price spikes, or tighter regulations on airlines, trucking, and logistics could weigh on these industrial and technology-related transportation stocks.
IYT Top 10 Holdings
IYT is essentially a bet on U.S. transportation, with heavy exposure to railroads and logistics. Union Pacific and CSX are the engines of the fund right now, both rising steadily and giving the portfolio a solid backbone. Expeditors International has also been climbing, adding a quieter but meaningful boost. On the flip side, Uber is clearly lagging, and airlines like United and Delta have seen more mixed, choppy trading, occasionally dragging on returns. Overall, it’s a U.S.-centric play on moving goods and people, dominated by industrial transport leaders.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 UNP | Union Pacific | 18.27% | $377.42M | $180.31B | 39.66% | 72Outperform |
 UBER | Uber Technologies | 14.23% | $293.87M | $136.03B | -26.20% | 74Outperform |
 CSX | CSX | 9.61% | $198.55M | $93.50B | 45.23% | 78Outperform |
 UPS | United Parcel | 4.97% | $102.65M | $92.88B | 22.58% | 72Outperform |
 DAL | Delta Air Lines | 4.89% | $100.97M | $54.79B | 60.36% | 80Outperform |
 NSC | Norfolk Southern | 4.59% | $94.85M | $76.58B | 21.26% | 75Outperform |
 FDX | FedEx | 4.60% | $94.93M | $74.48B | 30.78% | 79Outperform |
 UAL | United Airlines Holdings | 4.66% | $96.29M | $34.83B | 27.53% | 74Outperform |
 ODFL | Old Dominion Freight | 4.25% | $87.84M | $36.84B | 26.90% | 71Outperform |
 EXPD | Expeditors International | 3.36% | $69.46M | $26.56B | 45.65% | 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 Positive. The current price of 85.02 is above the 20-day moving average (MA) of 80.97, above the 50-day MA of 81.27, and above the 200-day MA of 81.51, indicating a bullish trend. The MACD of 0.63 indicates Negative momentum. The RSI at 65.69 is Neutral, neither overbought nor oversold. The STOCH value of 87.79 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IYT.
IYT Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IYT | $85.02 | $89.00(4.68% Upside) | $2.01B | 0.37% | 71Outperform |
 AIRR | $97.39 | $155.42(59.59% Upside) | $8.63B | 0.69% | 68Neutral |
 VIS | $324.91 | $419.20(29.02% Upside) | $7.87B | 0.09% | 70Outperform |
 PPA | $157.25 | $211.08(34.23% Upside) | $7.67B | 0.58% | 67Neutral |
 XAR | $225.53 | $350.62(55.46% Upside) | $5.25B | 0.35% | 64Neutral |
 FIDU | $89.66 | $115.79(29.14% Upside) | $2.33B | 0.08% | 70Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IYT | iShares US Transportation ETF | 85.02 | 13.67 | 19.16% | |
| AIRR | First Trust RBA American Industrial Renaissance ETF | 97.39 | 0.22 | 0.23% | |
| VIS | Vanguard Industrials ETF | 324.91 | 31.84 | 10.86% | |
| PPA | Invesco Aerospace & Defense ETF | 157.25 | 4.53 | 2.97% | |
| XAR | SPDR S&P Aerospace & Defense ETF | 225.53 | -8.41 | -3.59% | |
| FIDU | Fidelity MSCI Industrial Index ETF | 89.66 | 8.64 | 10.66% |
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.