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Upturn AI SWOT - About
iShares MSCI Global Energy Producers ETF (FILL)
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Upturn Advisory Summary
09/16/2025: FILL (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 -4.7% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.75 | 52 Weeks Range 19.72 - 25.44 | Updated Date 06/29/2025 |
52 Weeks Range 19.72 - 25.44 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares MSCI Global Energy Producers ETF
ETF Overview
Overview
The iShares MSCI Global Energy Producers ETF (IEO) seeks to track the investment results of an index composed of global equities of companies that are primarily engaged in the business of energy production or extraction. It offers targeted exposure to the global energy sector, focusing on companies involved in exploration, production, and refining of oil and gas.
Reputation and Reliability
iShares, a division of BlackRock, is a reputable and reliable issuer with a long track record of managing ETFs. They are one of the largest ETF providers globally.
Management Expertise
BlackRock has extensive experience and expertise in managing a wide range of investment products, including ETFs. Their management team consists of experienced professionals with deep knowledge of the energy sector and ETF management.
Investment Objective
Goal
To track the investment results of an index composed of global equities of companies that are primarily engaged in the business of energy production or extraction.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the MSCI ACWI IMI Energy Index, providing exposure to global energy producers.
Composition The ETF primarily holds stocks of companies involved in oil and gas exploration, production, refining, and related services. The holdings are global, with a significant portion allocated to US-based companies.
Market Position
Market Share: The iShares MSCI Global Energy Producers ETF (IEO) has a moderate market share within the global energy sector ETFs.
Total Net Assets (AUM): 334473109
Competitors
Key Competitors
- Energy Select Sector SPDR Fund (XLE)
- Vanguard Energy ETF (VDE)
- Invesco DB Energy Fund (DBE)
Competitive Landscape
The ETF industry is highly competitive. IEO is less popular than its competitors XLE and VDE due to its narrow focus. IEO advantage is its global exposure compared to XLE while its disadvantage is the lower AUM and liquidity.
Financial Performance
Historical Performance: Historical performance data is variable depending on global energy prices. Returns fluctuate with the industry's cyclical nature.
Benchmark Comparison: The ETF's performance closely tracks the MSCI ACWI IMI Energy Index, indicating its effectiveness in replicating the index's returns.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The average trading volume of IEO is moderate, which may impact ease of entry and exit for larger positions.
Bid-Ask Spread
The bid-ask spread for IEO is generally tight, reflecting its reasonable liquidity but may widen during periods of high volatility.
Market Dynamics
Market Environment Factors
Economic indicators such as global GDP growth, oil prices, supply/demand dynamics, and geopolitical events influence the ETF's performance. Sector growth prospects are tied to energy demand and technological advancements.
Growth Trajectory
The ETF's growth trajectory is dependent on global energy market trends, including the shift towards renewable energy sources and the adoption of cleaner energy technologies.
Moat and Competitive Advantages
Competitive Edge
IEO's competitive advantage lies in providing targeted exposure to global energy producers through a well-known issuer. The fund's global diversification offers a broader investment scope compared to some US-focused energy ETFs. Its main focus is on traditional energy sources, therefore its disadvantage is the exposure to climate change risks and possible increased regulations against energy producer companies. The ETF may suit investors seeking pure-play exposure to the traditional energy sector with global scope.
Risk Analysis
Volatility
The ETF's volatility is high, reflecting the inherent price fluctuations in the energy sector.
Market Risk
Specific risks include fluctuations in oil and gas prices, regulatory changes, geopolitical events, and environmental concerns impacting energy production.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking targeted exposure to the global energy sector with a higher risk tolerance and long-term investment horizon.
Market Risk
IEO may be suitable for long-term investors who believe in the continued importance of traditional energy sources and are comfortable with the sector's inherent volatility.
Summary
The iShares MSCI Global Energy Producers ETF (IEO) offers targeted exposure to global energy producers. Its performance is highly correlated with global energy prices and economic conditions. Investors should consider its high volatility and sector-specific risks. While it provides global diversification, it faces competition from larger, more liquid ETFs like XLE and VDE. The ETF is suitable for investors with a long-term perspective and a high risk tolerance who believe in the continued importance of traditional energy sources.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Yahoo Finance
- Bloomberg
Disclaimers:
Data and analysis provided are for informational purposes only and do not constitute financial advice. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and consultation with a financial advisor.
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 MSCI Global Energy Producers 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 and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index measures the combined performance of equity securities of companies in both developed and emerging markets that are primarily engaged in the business of energy exploration and production. The fund is non-diversified.
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.