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Upturn AI SWOT - About
iShares Future AI & Tech ETF (ARTY)
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Upturn Advisory Summary
08/29/2025: ARTY (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 21.17% | Avg. Invested days 57 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 26.31 - 41.45 | Updated Date 06/28/2025 |
52 Weeks Range 26.31 - 41.45 | Updated Date 06/28/2025 |
Upturn AI SWOT
iShares Future AI & Tech ETF
ETF Overview
Overview
The iShares Future AI & Tech ETF (IRBO) seeks to track the investment results of an index composed of developed and emerging market companies that may benefit from the increased adoption and utilization of artificial intelligence and robotics technologies.
Reputation and Reliability
iShares is a well-established and reputable ETF provider with a strong track record.
Management Expertise
BlackRock, the issuer of iShares ETFs, has extensive experience in managing investment funds and ETFs.
Investment Objective
Goal
To track the investment results of an index composed of developed and emerging market companies that may benefit from the increased adoption and utilization of artificial intelligence and robotics technologies.
Investment Approach and Strategy
Strategy: Tracks an index of companies expected to benefit from AI and robotics adoption.
Composition Primarily holds stocks of companies involved in AI, robotics, and related technologies.
Market Position
Market Share: Insufficient data to accurately determine IRBO's precise market share.
Total Net Assets (AUM): 154100000
Competitors
Key Competitors
- ROBO Global Robotics and Automation Index ETF (ROBO)
- Global X Robotics & Artificial Intelligence ETF (BOTZ)
- First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT)
Competitive Landscape
The AI and robotics ETF market is competitive, with several ETFs offering exposure to similar themes. IRBO may differentiate itself through its specific index methodology. Advantages include potentially lower expense ratios or a different stock selection process. Disadvantages may include lower AUM compared to larger competitors like ROBO or BOTZ, potentially affecting liquidity.
Financial Performance
Historical Performance: Historical performance data is required from the ETF's site.
Benchmark Comparison: Benchmark performance data is required from the ETF's site.
Expense Ratio: 0.47
Liquidity
Average Trading Volume
IRBO's average trading volume is moderate, suggesting adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for IRBO is generally reasonable, reflecting moderate trading activity.
Market Dynamics
Market Environment Factors
Growth in the AI and robotics sectors, economic indicators related to technology spending, and overall market sentiment towards growth stocks influence IRBO.
Growth Trajectory
IRBO's growth trajectory is tied to the adoption rate of AI and robotics across various industries, with potential for increased holdings in emerging companies within these sectors.
Moat and Competitive Advantages
Competitive Edge
IRBO benefits from the reputation and resources of iShares, a leading ETF provider. Its focus on companies benefiting from AI and robotics adoption provides a specific theme. The ETF's index methodology could offer a unique selection of stocks. This could lead to potentially higher returns compared to broader technology ETFs or competitors in the AI/robotics space. However, success relies on the accurate identification of future beneficiaries.
Risk Analysis
Volatility
IRBO's volatility is expected to be relatively high due to its focus on growth-oriented technology companies.
Market Risk
IRBO is subject to market risk, particularly related to the technology sector, as well as specific risks associated with AI and robotics companies, including technological obsolescence and regulatory changes.
Investor Profile
Ideal Investor Profile
IRBO is suitable for investors seeking long-term growth potential in the AI and robotics sectors and who are comfortable with moderate to high risk.
Market Risk
IRBO is best suited for long-term investors who are bullish on the future of AI and robotics and are willing to tolerate potentially higher volatility.
Summary
The iShares Future AI & Tech ETF (IRBO) offers targeted exposure to companies expected to benefit from the growth of AI and robotics. Its performance is closely tied to the adoption rate of these technologies across various industries. While offering potential for high growth, it also comes with risks associated with the technology sector and growth-oriented stocks. Investors should consider their risk tolerance and long-term investment goals before investing. Its expense ratio is moderate, and liquidity is generally adequate.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share estimates are approximate and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Future AI & Tech ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of the underlying index. The index is composed of U.S. and non-U.S. companies that provide products and services that are expected to contribute to artificial intelligence ("AI") technologies in areas including generative AI, AI data and infrastructure, AI software, and AI services.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.