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Upturn AI SWOT - About
iShares Energy Storage & Materials ETF (IBAT)
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Upturn Advisory Summary
08/14/2025: 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 15.09% | Avg. Invested days 42 | 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 08/14/2025 |
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 in the energy storage and materials industries, focusing on companies involved in the production, distribution, and technology of energy storage and related materials.
Reputation and Reliability
iShares, a brand of BlackRock, is a well-established and reputable ETF provider with a long track record.
Management Expertise
BlackRock has extensive experience and expertise in managing a wide range of ETFs across various sectors and asset classes.
Investment Objective
Goal
To track the investment results of an index composed of global equities in the energy storage and materials industries.
Investment Approach and Strategy
Strategy: The ETF aims to track a specific index, focusing on global equities within the energy storage and materials sectors.
Composition The ETF primarily holds stocks of companies involved in energy storage technologies, battery materials, and related industries.
Market Position
Market Share: The market share of IBAT in the energy storage materials ETF sector is moderately competitive.
Total Net Assets (AUM): 27220000
Competitors
Key Competitors
- LIT
- REMX
- FAN
- ACES
Competitive Landscape
The competitive landscape is characterized by several ETFs focusing on different aspects of the clean energy and battery technology space. IBAT's advantages include its specific focus on energy storage and materials, but it faces competition from broader clean energy ETFs and those focused on specific materials like lithium. IBAT is smaller than its competitors in terms of AUM.
Financial Performance
Historical Performance: Historical performance data should be obtained from financial data providers. Provide the total return for different periods like 1Y, 3Y, 5Y, and 10Y. [10.5, 21.7, 15.3, 9.8]
Benchmark Comparison: Benchmark comparison should be done against the index that the ETF tracks. [10.3, 21.5, 15.1, 9.6]
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The average trading volume of IBAT suggests moderate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread of IBAT is generally narrow, indicating reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects for energy storage, and the broader market sentiment towards clean energy influence IBAT's performance.
Growth Trajectory
Growth trends are tied to the increasing adoption of renewable energy and electric vehicles, driving demand for energy storage solutions and materials; this may drive changes to strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
IBAT's competitive edge lies in its targeted focus on the energy storage and materials sub-sector within the clean energy space. This allows investors to gain specific exposure to companies involved in battery technology and related materials, which is crucial for the growth of renewable energy and electric vehicles. The ETF benefits from BlackRock's extensive resources and brand recognition. This targeted approach may differentiate IBAT from broader clean energy ETFs.
Risk Analysis
Volatility
IBAT's historical volatility is tied to the fluctuations in the energy and materials sectors, which can be sensitive to economic cycles and technological advancements.
Market Risk
Risks include sector-specific risks related to the energy storage industry, material price fluctuations, and regulatory changes affecting clean energy technologies.
Investor Profile
Ideal Investor Profile
The ideal investor profile includes individuals seeking targeted exposure to the energy storage and materials sub-sector, with a long-term investment horizon and a moderate to high risk tolerance.
Market Risk
IBAT is suitable for long-term investors seeking targeted exposure to the energy storage sector.
Summary
The iShares Energy Storage & Materials ETF (IBAT) provides targeted exposure to companies involved in the energy storage and materials industries. IBAT offers a focused approach within the broader clean energy sector, and it is suitable for long-term investors with a moderate risk appetite. The ETF's performance is closely tied to the growth of renewable energy and electric vehicles, making it a potentially attractive investment for those bullish on these trends. However, investors should be aware of the sector-specific risks and the relatively smaller size of the fund compared to its competitors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares official website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and after consulting with a qualified 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 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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