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Upturn AI SWOT - About
BlackRock U.S. Industry Rotation ETF (INRO)
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Upturn Advisory Summary
08/14/2025: INRO (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 9.89% | Avg. Invested days 41 | 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 22.62 - 28.91 | Updated Date 06/30/2025 |
52 Weeks Range 22.62 - 28.91 | Updated Date 06/30/2025 |
Upturn AI SWOT
BlackRock U.S. Industry Rotation ETF
ETF Overview
Overview
The BlackRock U.S. Industry Rotation ETF (RYI) is an actively managed ETF that seeks to outperform a broad market index by strategically rotating its investments among different U.S. industry sectors based on BlackRock's proprietary quantitative models.
Reputation and Reliability
BlackRock is one of the world's largest asset managers with a strong reputation and proven track record in the ETF market.
Management Expertise
BlackRock has a dedicated team of experienced portfolio managers and analysts specializing in quantitative investing and sector rotation strategies.
Investment Objective
Goal
To outperform a broad market index by dynamically allocating investments across U.S. industry sectors.
Investment Approach and Strategy
Strategy: Actively managed, using a quantitative model to identify attractive industry sectors and allocate investments accordingly.
Composition Primarily invests in U.S. equities across various sectors, adjusting sector weights based on the model's outlook.
Market Position
Market Share: Data Unavailable (Specific market share for industry rotation strategies is difficult to ascertain due to varying methodologies.)
Total Net Assets (AUM): 184352044
Competitors
Key Competitors
- Invesco DWA Momentum ETF (PDP)
- First Trust Dorsey Wright Focus 5 ETF (FV)
- FlexShares Morningstar VAR Investment Grade Factor ETF (VAI)
Competitive Landscape
RYI competes in the active sector rotation ETF space. It differentiates itself through BlackRock's proprietary quantitative model. Advantages include BlackRock's brand and resources, while disadvantages include the potential for underperformance relative to simpler, passive sector ETFs or a broad market index.
Financial Performance
Historical Performance: Historical performance data unavailable in this response.
Benchmark Comparison: Benchmark comparison data unavailable in this response.
Expense Ratio: 0.74
Liquidity
Average Trading Volume
RYI's average trading volume is moderately liquid, facilitating relatively easy entry and exit for investors.
Bid-Ask Spread
RYI's bid-ask spread is relatively tight, indicating lower transaction costs for investors.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, sector-specific growth prospects, and overall market sentiment influence RYI's performance.
Growth Trajectory
RYI's growth depends on the effectiveness of its sector rotation strategy and the overall performance of the U.S. equity market; adjustments to the model and sector allocations occur over time.
Moat and Competitive Advantages
Competitive Edge
RYI's competitive advantage lies in BlackRock's established brand, sophisticated quantitative models, and access to extensive research resources. The ETF's ability to dynamically adapt to changing market conditions through sector rotation gives it a unique edge. The approach aims to maximize returns by strategically overweighting sectors poised for growth. Furthermore, BlackRock's scale allows for competitive pricing and efficient execution.
Risk Analysis
Volatility
RYI's volatility is influenced by market fluctuations and the specific sectors it invests in.
Market Risk
Market risk is inherent due to the ETF's equity holdings; sector-specific risks also exist, depending on the ETF's current sector allocations.
Investor Profile
Ideal Investor Profile
Investors seeking to outperform a broad market index through active sector rotation, willing to accept a higher expense ratio for potentially enhanced returns are ideal investors for this ETF.
Market Risk
RYI is more suitable for investors who understand active management and are comfortable with the potential for both outperformance and underperformance relative to a passive benchmark; may be suitable for both long-term investors and active traders.
Summary
BlackRock U.S. Industry Rotation ETF (RYI) is an actively managed ETF that seeks to outperform by rotating investments across U.S. sectors based on BlackRock's quantitative model. Its advantages include BlackRock's expertise and a dynamic approach, but it carries higher expenses and active management risk. It is suitable for investors comfortable with active strategies and sector-specific risks and wanting to diversify their holdings. The ETF's performance is dependent on the model's ability to identify and capitalize on sector trends.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock Official Website
- ETF.com
- Morningstar
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 may not be readily available or perfectly comparable across all sources.
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 BlackRock U.S. Industry Rotation ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund seeks to invest at least 80% of its net assets plus the amount of any borrowings for investment purposes in U.S.-listed equity securities and derivatives that have similar economic characteristics to such securities. The fund is non-diversified.
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