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Upturn AI SWOT - About
Invesco Nasdaq Biotechnology ETF (IBBQ)
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Upturn Advisory Summary
10/24/2025: IBBQ (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 24.09% | Avg. Invested days 67 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.62 | 52 Weeks Range 17.82 - 24.60 | Updated Date 06/29/2025 |
52 Weeks Range 17.82 - 24.60 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco Nasdaq Biotechnology ETF
ETF Overview
Overview
The Invesco Nasdaq Biotechnology ETF (IBB) seeks to track the investment results of the Nasdaq Biotechnology Index, which is composed of biotechnology companies listed on the NASDAQ. It provides exposure to a broad range of biotech firms, offering diversification within the sector. The fund invests in the securities of the index in approximately the same proportions as in the index.
Reputation and Reliability
Invesco is a well-established global investment management firm with a long history and strong reputation. They are known for their extensive range of ETFs and investment products.
Management Expertise
Invesco has a dedicated team of portfolio managers and analysts with experience in managing sector-specific ETFs, including those focused on biotechnology.
Investment Objective
Goal
To track the investment results of the Nasdaq Biotechnology Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the Nasdaq Biotechnology Index.
Composition The ETF primarily holds stocks of biotechnology companies listed on the NASDAQ. It aims for full replication of the index.
Market Position
Market Share: IBB holds a significant market share in the biotechnology ETF space.
Total Net Assets (AUM): 8250000000
Competitors
Key Competitors
- SPDR S&P Biotech ETF (XBI)
- ARK Genomic Revolution ETF (ARKG)
- First Trust Amex Biotechnology Index Fund (FBT)
Competitive Landscape
The biotech ETF market is competitive, with IBB being a major player due to its established track record and large AUM. XBI offers more equal weight exposure while ARKG is actively managed with a focus on genomic innovation. IBB's strength lies in its passive, broad-based approach, while its competitors may appeal to investors seeking specific sub-sectors or active management.
Financial Performance
Historical Performance: Historical performance varies depending on the period. Reviewing past returns is crucial for potential investors.
Benchmark Comparison: The ETF's performance is closely tied to the Nasdaq Biotechnology Index, indicating its effectiveness in tracking the benchmark.
Expense Ratio: 0.19
Liquidity
Average Trading Volume
IBB's average daily trading volume is generally high, indicating strong liquidity.
Bid-Ask Spread
IBB generally has a tight bid-ask spread, reflecting its liquidity and ease of trading.
Market Dynamics
Market Environment Factors
Biotech ETF performance is influenced by factors like FDA approvals, clinical trial results, and overall market sentiment towards the healthcare sector. Interest rates and economic conditions also play a part.
Growth Trajectory
The growth trajectory depends on the overall biotech industry, with innovation and regulatory developments being key drivers. Strategic allocation changes tend to reflect index adjustments.
Moat and Competitive Advantages
Competitive Edge
IBB's competitive edge lies in its established history, substantial AUM, and close tracking of the widely followed Nasdaq Biotechnology Index. It offers a cost-effective and diversified way to access the biotech sector. The ETF's liquidity and transparency make it a popular choice for investors. IBB's market presence contributes to its moat, attracting significant inflows and reinforcing its position.
Risk Analysis
Volatility
Biotech ETFs are generally more volatile than broad market ETFs, reflecting the inherent risks in the biotechnology industry.
Market Risk
The underlying assets are subject to risks associated with drug development, regulatory approvals, and competition. The ETF is also susceptible to broader market corrections.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking exposure to the biotechnology sector and understands its inherent volatility. This ETF is suitable for investors with a higher risk tolerance and a long-term investment horizon.
Market Risk
IBB is suited for long-term investors seeking sector exposure, rather than active traders looking for short-term gains. It can be part of a diversified portfolio for those comfortable with sector-specific investments.
Summary
Invesco Nasdaq Biotechnology ETF (IBB) offers investors a convenient way to gain exposure to the biotechnology sector by tracking the Nasdaq Biotechnology Index. It is a passively managed fund with a relatively low expense ratio. The ETF has a large AUM and high liquidity. Due to the biotech sectoru2019s inherent volatility, investors should possess an understanding of the risk and maintain a long-term investment outlook to maximize potential gains.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco
- Nasdaq
- Morningstar
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investors should consult with a financial advisor before making any investment decisions.
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 Invesco Nasdaq 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 90% of its total assets in the securities that comprise the index. Strictly in accordance with its guidelines and mandated procedures, Nasdaq compiles the underlying index, which is a modified market capitalization weighted index that is designed to measure the performance of securities listed on the Nasdaq Stock Market that are classified as either biotechnology or pharmaceutical companies. The index may include securities of large-, mid- and small-capitalization companies. The fund is non-diversified.
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