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Upturn AI SWOT - About
iShares Biotechnology ETF (IBB)
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Upturn Advisory Summary
09/15/2025: 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 8.28% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/15/2025 |
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 provides exposure to companies involved in the research, development, manufacturing, and marketing of biopharmaceutical products. IBB is a passively managed fund.
Reputation and Reliability
iShares, managed by BlackRock, is one of the largest and most reputable ETF providers globally, known for its reliable tracking and management practices.
Management Expertise
BlackRock has extensive experience and expertise in managing index-based and sector-specific ETFs, ensuring efficient portfolio replication and risk management.
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: IBB aims to track the investment results of the ICE Biotechnology Index.
Composition The ETF holds stocks of companies primarily engaged in the biotechnology industry, focusing on companies involved in genetic engineering, biopharmaceutical research, and drug development.
Market Position
Market Share: IBB holds a significant market share within the biotechnology ETF sector.
Total Net Assets (AUM): 7410000000
Competitors
Key Competitors
- XBI
- BBH
- LABU
- FBT
Competitive Landscape
The biotechnology ETF industry is competitive, with IBB holding a strong position due to its large AUM and established track record. IBB offers broad exposure to the biotech sector, while competitors like XBI provide more equal-weighted exposure, and LABU offers leveraged exposure. Advantages of IBB include high liquidity and lower expense ratio compared to some competitors, but may underperform if smaller biotech companies outperform large caps.
Financial Performance
Historical Performance: Historical performance data is not available directly as part of this structured output but should be available from financial data providers for specific periods.
Benchmark Comparison: Benchmark comparison data is not available directly as part of this structured output but should be available from financial data providers.
Expense Ratio: 0.45
Liquidity
Average Trading Volume
IBB exhibits high liquidity with a substantial average daily trading volume.
Bid-Ask Spread
IBB typically has a tight bid-ask spread, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates and inflation, sector growth driven by technological advancements and regulatory changes, and market sentiment towards innovation and healthcare all affect IBB.
Growth Trajectory
The growth trajectory of IBB mirrors the biotechnology sector, influenced by innovation, regulatory approvals, and market demand. Changes to strategy are infrequent, focusing on maintaining index replication.
Moat and Competitive Advantages
Competitive Edge
IBB's competitive advantage lies in its large AUM, high liquidity, and the backing of BlackRock's extensive resources. It offers broad, diversified exposure to the biotechnology sector, making it a core holding for many investors. Its passive management strategy ensures low costs and reliable index tracking. The established brand name and reputation of iShares further solidify its position in the market.
Risk Analysis
Volatility
The biotechnology sector is inherently volatile due to factors like clinical trial outcomes, regulatory approvals, and patent expirations. Therefore, IBB's historical volatility is generally higher than broad market ETFs.
Market Risk
IBB is subject to market risk related to the biotechnology sector, including risks associated with drug development failures, regulatory hurdles, competition, and changing healthcare policies.
Investor Profile
Ideal Investor Profile
The ideal investor profile for IBB includes individuals seeking exposure to the biotechnology sector for growth potential and diversification, who are comfortable with higher volatility.
Market Risk
IBB is suitable for long-term investors seeking growth and diversification within the biotechnology sector, but may also be used by active traders looking to capitalize on short-term trends.
Summary
IBB is a well-established ETF offering broad exposure to the biotechnology sector. Managed by BlackRock's iShares, it provides high liquidity and a relatively low expense ratio. The fund is subject to the inherent volatility of the biotech sector, driven by factors like drug development and regulatory approvals. IBB is suitable for investors seeking growth potential and diversification within the healthcare industry, while acknowledging potential risks. Its passive management approach and established brand provide a reliable investment option within the biotechnology ETF space.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Yahoo Finance
- SEC Filings
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share data is estimated and may vary based on reporting periods.
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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