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Upturn AI SWOT - About
iShares Biotechnology ETF (IBB)
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Upturn Advisory Summary
07/10/2025: IBB (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 2.84% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.73 | 52 Weeks Range 107.43 - 150.16 | Updated Date 06/29/2025 |
52 Weeks Range 107.43 - 150.16 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Biotechnology ETF
ETF Overview
Overview
The iShares Biotechnology ETF (IBB) seeks to track the investment results of an index composed of U.S. equities in the biotechnology sector. It offers exposure to U.S. biotechnology companies, primarily focusing on drug manufacturers and research firms. Asset allocation is heavily weighted towards healthcare, with a focus on growth stocks. The fund employs a replication strategy, holding the same stocks as the underlying index.
Reputation and Reliability
BlackRock, the issuer, is a global leader in investment management, known for its wide range of ETFs and its extensive experience.
Management Expertise
BlackRock has a dedicated team of investment professionals specializing in ETF management and sector-specific investments.
Investment Objective
Goal
To track the investment results of an index composed of U.S. equities in the biotechnology sector.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the ICE FactSet Biotechnology Index.
Composition The ETF primarily holds stocks of biotechnology companies.
Market Position
Market Share: IBB holds a significant market share in the biotechnology ETF sector.
Total Net Assets (AUM): 7590000000
Competitors
Key Competitors
- XBI
- LABU
- BBC
Competitive Landscape
The biotechnology ETF sector is competitive, with IBB facing competition from other ETFs like XBI and LABU. IBB benefits from BlackRock's brand recognition and substantial AUM, offering high liquidity. However, XBI provides broader exposure and uses equal weight strategy, and LABU offers leveraged exposure for higher risk tolerance. IBB is more concentrated in larger, more established biotechnology firms.
Financial Performance
Historical Performance: Historical performance data is best accessed through financial data providers such as Yahoo Finance, Google Finance, or Bloomberg, but generally, the performance is closely tied to the biotechnology sector's growth.
Benchmark Comparison: The ETF's performance is generally compared to the ICE FactSet Biotechnology Index. Tracking error should be minimal due to the replication strategy.
Expense Ratio: 0.45
Liquidity
Average Trading Volume
IBB exhibits high liquidity due to its large AUM and broad investor base.
Bid-Ask Spread
The bid-ask spread for IBB is typically tight, reflecting its high trading volume.
Market Dynamics
Market Environment Factors
Economic conditions, regulatory changes in the healthcare sector, drug approval rates, and research and development advancements impact IBB.
Growth Trajectory
IBB's growth trajectory aligns with the biotechnology sector's growth, driven by innovation, aging populations, and increased healthcare spending. Changes to strategy are infrequent but possible based on index updates and market conditions.
Moat and Competitive Advantages
Competitive Edge
IBB's competitive edge stems from BlackRock's established reputation and brand recognition, resulting in substantial AUM and high liquidity. Its strategy of replicating the ICE FactSet Biotechnology Index offers a simple and effective way to gain exposure to the sector. The ETFu2019s market capitalization weighting provides stability due to its higher allocation to well-established firms. This makes it a core holding for investors seeking broad biotechnology exposure, rather than speculative plays.
Risk Analysis
Volatility
The biotechnology sector is inherently volatile due to factors like clinical trial outcomes, regulatory approvals, and patent expirations. IBB reflects this volatility.
Market Risk
IBB is subject to market risk, particularly related to the healthcare and biotechnology sectors. Risks include regulatory headwinds, competition, and economic downturns.
Investor Profile
Ideal Investor Profile
IBB is suitable for investors seeking exposure to the biotechnology sector, who understand the risks and potential rewards of this industry.
Market Risk
IBB is suitable for long-term investors and active traders seeking to capitalize on the growth potential of the biotechnology sector, but it is not designed for passive index followers due to the sector-specific focus.
Summary
The iShares Biotechnology ETF (IBB) provides exposure to the U.S. biotechnology sector by tracking the ICE FactSet Biotechnology Index. Managed by BlackRock, it benefits from a strong reputation and high liquidity. While offering substantial growth potential, it also carries risks associated with regulatory changes, clinical trial outcomes, and general market volatility. IBB is most appropriate for investors with a higher risk tolerance, seeking to capitalize on the long-term growth of the biotechnology industry and understand the associated risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- Yahoo Finance
- ETF.com
- Bloomberg
Disclaimers:
The information provided 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. Market conditions can change rapidly, and past performance is not indicative of future results.
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 Biotechnology ETF
Exchange NASDAQ | 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 its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. It is non-diversified.
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