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Upturn AI SWOT - About
iShares Global Industrials ETF (EXI)
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Upturn Advisory Summary
10/24/2025: EXI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 9.29% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.16 | 52 Weeks Range 126.00 - 165.37 | Updated Date 06/30/2025 |
52 Weeks Range 126.00 - 165.37 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares Global Industrials ETF
ETF Overview
Overview
The iShares Global Industrials ETF (EXI) seeks to track the investment results of an index composed of global equities in the industrials sector. It offers targeted exposure to companies involved in manufacturing, construction, and transportation, providing a diversified approach to investing in global industrial companies.
Reputation and Reliability
iShares is a well-established and reputable ETF issuer, known for its broad range of investment products and robust tracking accuracy.
Management Expertise
BlackRock, the issuer of iShares ETFs, has extensive experience and expertise in managing ETFs and indexing strategies.
Investment Objective
Goal
To track the investment results of an index composed of global equities in the industrials sector.
Investment Approach and Strategy
Strategy: The ETF aims to track the S&P Global Industrials Sector Index.
Composition The ETF holds a diversified portfolio of stocks within the global industrials sector, including companies involved in aerospace & defense, construction materials, machinery, and transportation.
Market Position
Market Share: EXI's market share in the global industrials ETF segment is substantial but variable depending on the overall ETF market and competitor activity.
Total Net Assets (AUM): 288481430
Competitors
Key Competitors
- First Trust RBA American Industrial Renaissance ETF (AIRR)
- Invesco Aerospace & Defense ETF (PPA)
- SPDR S&P Aerospace & Defense ETF (XAR)
Competitive Landscape
The global industrials ETF market is competitive, with several ETFs offering exposure to various segments within the industrials sector. EXI benefits from iShares' brand recognition and broad market coverage, while competitors may focus on specific niches or investment strategies. EXI's broad diversification could be a strength but might dilute returns compared to more focused ETFs during sector-specific booms.
Financial Performance
Historical Performance: Historical performance data is variable depending on market conditions. [17.85, 14.23, 14.47, 8.12, 9.27]
Benchmark Comparison: The ETF's performance should closely track the S&P Global Industrials Sector Index. Deviations may occur due to tracking error and fund expenses.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
The average trading volume is typically moderate to high, facilitating relatively easy trading for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating good liquidity and relatively low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, industrial production, trade policies, and geopolitical events can significantly impact the performance of global industrials companies held by EXI.
Growth Trajectory
EXI's growth trajectory depends on the overall health of the global economy and the performance of the industrials sector. Changes in holdings reflect adjustments to the underlying index.
Moat and Competitive Advantages
Competitive Edge
EXI's competitive edge lies in its established brand name, comprehensive global coverage, and robust tracking of the S&P Global Industrials Sector Index. It provides investors with a diversified and cost-effective way to access the global industrials sector. The ETF's relatively low expense ratio compared to some competitors is also a significant advantage. Furthermore, iShares' strong reputation and access to resources support its ability to manage and market the ETF effectively.
Risk Analysis
Volatility
EXI's volatility is expected to be correlated with the broader equity market, but may exhibit higher volatility during periods of economic uncertainty or sector-specific downturns.
Market Risk
EXI is subject to market risk, which is the risk that the overall market declines, as well as sector-specific risk associated with the industrials sector. Changes in global trade policies and economic conditions could negatively affect the ETF's performance.
Investor Profile
Ideal Investor Profile
The ideal investor for EXI is one seeking exposure to the global industrials sector as part of a diversified portfolio. This includes investors looking to capitalize on global industrial growth, particularly in developed markets.
Market Risk
EXI is suitable for long-term investors seeking broad market exposure to the industrial sector, active traders looking to capitalize on short-term market movements, and passive index followers aiming to replicate the performance of the S&P Global Industrials Sector Index.
Summary
The iShares Global Industrials ETF (EXI) offers investors targeted exposure to global industrial companies. As one of the funds managed by BlackRock, EXI offers the diversification and liquidity expected of a major provider. The ETF's performance is tied to the global economy and the industrial sector, making it a suitable investment for those seeking exposure to this market. While subject to market and sector-specific risks, EXI offers a compelling option for those with a positive outlook on global industrial growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions are subject to change, and past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 Global Industrials ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of companies that the index provider deems to be part of the industrials sector of the economy and that the index provider believes are important to global markets. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
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.