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Upturn AI SWOT - About
iShares Global Industrials ETF (EXI)
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Upturn Advisory Summary
06/20/2025: 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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type ETF | Historic Profit -1.32% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/20/2025 |
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 developed and emerging market industrial companies.
Reputation and Reliability
BlackRock is one of the world's largest asset managers, known for its extensive ETF offerings and established reputation.
Management Expertise
BlackRock has significant experience in managing sector-specific ETFs, with a large team of professionals dedicated to research and portfolio management.
Investment Objective
Goal
To track the investment results of an index composed of global equities in the industrials sector.
Investment Approach and Strategy
Strategy: EXI aims to track the S&P Global Industrials Sector Index.
Composition Primarily holds stocks of companies in the industrials sector, including aerospace & defense, construction materials, and machinery.
Market Position
Market Share: EXI's market share within the global industrials ETF category is moderate, with significant competition.
Total Net Assets (AUM): 314100000
Competitors
Key Competitors
- XLI
- VIS
- ITA
- PPA
Competitive Landscape
The industrials ETF market is competitive. EXI's global focus provides diversification advantages, while XLI focuses solely on the US. Competitors have lower expense ratios. Diversification and risk management are EXI's strength. Expense ratio and total market concentration are EXI's weaknesses.
Financial Performance
Historical Performance: Historical performance data would be populated here, including annual returns for the past 5-10 years.
Benchmark Comparison: EXI's performance should be compared to the S&P Global Industrials Sector Index to assess tracking error and outperformance/underperformance.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
EXI's average daily trading volume indicates moderate liquidity.
Bid-Ask Spread
The bid-ask spread is usually tight, suggesting low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators such as manufacturing PMI, infrastructure spending, and global trade policies can significantly impact EXI's performance.
Growth Trajectory
Growth depends on global economic growth, technological advancements in the industrials sector, and shifts in supply chains.
Moat and Competitive Advantages
Competitive Edge
EXI offers global exposure to the industrials sector, providing diversification beyond the US market. It benefits from BlackRock's established brand and ETF management expertise. The ETF's investment approach is transparent and closely tracks its underlying index. However, competitors may have lower expense ratios or more focused sub-sector exposures.
Risk Analysis
Volatility
EXI's volatility will mirror the volatility of the global industrials sector, influenced by economic cycles and geopolitical events.
Market Risk
The underlying assets are primarily industrial stocks, exposing investors to sector-specific risks such as cyclical downturns, trade wars, and regulatory changes.
Investor Profile
Ideal Investor Profile
Investors seeking global exposure to the industrials sector, diversification beyond domestic markets, and long-term capital appreciation may find EXI suitable.
Market Risk
EXI is suitable for long-term investors seeking sector exposure and diversification, not necessarily short-term active traders.
Summary
The iShares Global Industrials ETF (EXI) provides targeted global exposure to the industrials sector. It offers diversification benefits but faces competition from ETFs with lower expense ratios. EXI's performance is closely tied to global economic conditions and sector-specific trends. It's best suited for long-term investors seeking a diversified approach to the industrials sector. While it offers global exposure, potential investors must consider BlackRock's fee and its potential impact on returns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Data is based on publicly available information and may be subject to change.
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.
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