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Upturn AI SWOT - About
iShares Energy Storage & Materials ETF (IBAT)
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Upturn Advisory Summary
10/10/2025: IBAT (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 29.12% | Avg. Invested days 62 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 18.26 - 25.69 | Updated Date 06/30/2025 |
52 Weeks Range 18.26 - 25.69 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares Energy Storage & Materials ETF
ETF Overview
Overview
The iShares Energy Storage & Materials ETF (IBAT) seeks to track the investment results of an index composed of global equities involved in energy storage and raw materials essential for battery production. It offers exposure to companies that produce batteries, electric vehicles, and raw materials such as lithium and cobalt.
Reputation and Reliability
iShares is a well-established and reputable ETF provider, known for its broad range of investment products and commitment to tracking benchmark indices efficiently.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience in managing ETFs and investment funds, with a deep understanding of global markets and investment strategies.
Investment Objective
Goal
To track the investment results of an index composed of global equities involved in energy storage and materials.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the STOXX Global Energy Storage & Materials Select Index.
Composition The ETF primarily holds stocks of companies involved in energy storage solutions and the production or mining of raw materials like lithium, cobalt, nickel, and graphite.
Market Position
Market Share: Data not readily available. Highly fragmented market with several specialized ETF offerings.
Total Net Assets (AUM): 291950000
Competitors
Key Competitors
- LIT (Global X Lithium & Battery Tech ETF)
- REMX (VanEck Rare Earth/Strategic Metals ETF)
- BATT (Amplify Lithium & Battery Technology ETF)
Competitive Landscape
The competitive landscape is characterized by several ETFs focusing on different aspects of the energy storage and materials sector, ranging from lithium-specific investments to broader exposure to related technologies and raw materials. IBAT offers diverse exposure; however, its expense ratio may be slightly higher than some competitors. LIT benefits from being one of the older ETFs in the space, with greater brand recognition.
Financial Performance
Historical Performance: Historical performance data not available in this structured output.
Benchmark Comparison: Benchmark comparison data not available in this structured output.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The average trading volume of IBAT indicates sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread of IBAT is generally tight, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, increasing demand for electric vehicles, government incentives for clean energy, and advancements in battery technology drive IBAT's performance.
Growth Trajectory
The ETF's growth is closely tied to the expansion of the electric vehicle market, the increasing demand for battery storage solutions, and the supply and price dynamics of key raw materials.
Moat and Competitive Advantages
Competitive Edge
IBAT's competitive advantage lies in its comprehensive exposure to the energy storage and materials value chain, providing investors with a diversified approach to investing in the electric vehicle and renewable energy sectors. Backed by iShares, it benefits from a strong brand and efficient fund management. It offers broad geographic coverage and exposure to a diverse range of companies, from raw material suppliers to battery manufacturers. It also has a reasonable expense ratio for the sector.
Risk Analysis
Volatility
IBAT may experience moderate volatility due to its exposure to growth-oriented companies and fluctuating commodity prices.
Market Risk
Market risk factors include fluctuations in the prices of raw materials, changes in government regulations, technological disruptions, and overall economic conditions.
Investor Profile
Ideal Investor Profile
IBAT is suitable for investors seeking exposure to the growing energy storage and electric vehicle market, with a moderate to high risk tolerance and a long-term investment horizon.
Market Risk
IBAT is best suited for long-term investors who are optimistic about the future of electric vehicles and renewable energy technologies.
Summary
IBAT provides targeted exposure to companies involved in energy storage and materials crucial for battery production, making it a viable option for those optimistic about the transition to electric vehicles and renewable energy. Backed by iShares' expertise, it offers diversification within this sector. The ETFu2019s performance is closely tied to the growth of the electric vehicle market and the demand for battery storage solutions. Investors should be aware of the volatility associated with growth stocks and commodity price fluctuations. Overall, IBAT is a well-managed ETF that effectively captures the energy storage and materials investment theme.
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 based on individual circumstances and after consulting with a qualified financial advisor. Market share estimates may be approximate due to data limitations.
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 Energy Storage & Materials ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of equity securities of companies involved in energy storage solutions aiming to support the transition to a low carbon economy, including hydrogen, fuel cells, and batteries as determined by STOXX Ltd. The fund generally will invest at least 90% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The fund is non-diversified.
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