Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
iShares Global Industrials ETF (EXI)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: 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 5.51% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 provides exposure to companies that manufacture and distribute capital goods, including aerospace & defense, building products, and machinery.
Reputation and Reliability
BlackRock is one of the world's largest asset managers, with a strong reputation and track record in the ETF market.
Management Expertise
BlackRock has extensive expertise in managing a wide range of ETFs, including sector-specific and global equity funds.
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 employs a passive management strategy, attempting to replicate the performance of the S&P Global Industrials Sector Index.
Composition The ETF holds a diversified portfolio of stocks within the industrials sector across various countries.
Market Position
Market Share: EXI's market share is moderate compared to broader market ETFs, but significant within the global industrials sector ETF category.
Total Net Assets (AUM): 316488405
Competitors
Key Competitors
- First Trust RBA American Industrial Renaissance ETF (AIRR)
- Industrial Select Sector SPDR Fund (XLI)
- Invesco Aerospace & Defense ETF (PPA)
Competitive Landscape
The global industrials ETF market is competitive, with ETFs focusing on different aspects of the sector. EXI offers broad global exposure. XLI focuses only on US based Industrials. AIRR on the other hand targets a specific subset of US industrials with an emphasis on US manufacturing jobs. EXI has the advantage of broad global exposure but it may be more volatile due to its international holdings.
Financial Performance
Historical Performance: Historical performance data is dependent on market conditions. Refer to financial websites for specific data.
Benchmark Comparison: The ETF's performance is typically compared to the S&P Global Industrials Sector Index to assess tracking accuracy.
Expense Ratio: 0.43
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, indicating adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting good liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic growth, global trade policies, and commodity prices significantly impact the industrials sector and, consequently, EXI's performance.
Growth Trajectory
The ETF's growth is tied to the overall health of the global economy and the industrial sector's expansion, with possible adjustments in holdings based on index rebalancing.
Moat and Competitive Advantages
Competitive Edge
EXI benefits from BlackRock's established brand and expertise in ETF management, offering investors a reliable and cost-effective way to access global industrials. The ETF's broad diversification across countries and sub-sectors mitigates risk. A further advantage comes from the liquidity benefits of a fund managed by a large player. However, its expense ratio could be lower to compete more directly with similar, cheaper ETFs. Its global exposure helps to separate from US-only focused competitors.
Risk Analysis
Volatility
The ETF's volatility is influenced by the cyclical nature of the industrials sector and global economic conditions.
Market Risk
The ETF is subject to market risk, including fluctuations in equity prices and currency exchange rates, particularly due to its international holdings.
Investor Profile
Ideal Investor Profile
Investors seeking broad exposure to the global industrials sector and long-term capital appreciation are ideal candidates.
Market Risk
The ETF is suitable for long-term investors who understand the cyclical nature of the industrials sector.
Summary
The iShares Global Industrials ETF (EXI) provides diversified exposure to the global industrials sector through a passive investment strategy. BlackRock's management expertise adds to the appeal, though moderate trading volumes could concern some investors. Market risk is significant for the ETF, making it important for investors to consider the cyclicality of the industry. The ETF is well-suited for long-term investors looking for global industrial exposure with a tolerance for risk and potential volatility.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- etfdb.com
- sec.gov
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Consult with a financial advisor before making any investment decisions. Market data is dynamic and 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.
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.