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Upturn AI SWOT - About
BlackRock U.S. Industry Rotation ETF (INRO)
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Upturn Advisory Summary
10/24/2025: 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 16.78% | Avg. Invested days 56 | 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 10/24/2025 |
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 (INDR) seeks to provide investment results that correspond to the price and yield performance, before fees and expenses, of the iShares U.S. Industry Rotation Index. This index employs a model-based approach to overweight industries with strong momentum and underweight industries with weak momentum, aiming for sector rotation based on relative strength.
Reputation and Reliability
BlackRock is one of the world's largest asset managers with a strong reputation and a long track record of providing reliable investment products.
Management Expertise
BlackRock has a highly experienced management team with significant expertise in portfolio management, index tracking, and quantitative analysis.
Investment Objective
Goal
To provide investment results that correspond to the price and yield performance of the iShares U.S. Industry Rotation Index.
Investment Approach and Strategy
Strategy: The ETF tracks an index that uses a model-based approach to overweight strong momentum industries and underweight weak momentum industries.
Composition The ETF primarily holds stocks of U.S. companies across various sectors, with weightings determined by the index's industry rotation model.
Market Position
Market Share: INDR holds a small market share compared to broader market ETFs, due to its specific investment strategy.
Total Net Assets (AUM): 90448401
Competitors
Key Competitors
- State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM)
- Vanguard Total Stock Market ETF (VTI)
- iShares Core S&P Total U.S. Stock Market ETF (ITOT)
Competitive Landscape
The competitive landscape consists of broad market ETFs and other sector rotation strategies. INDR's advantage is its model-based industry rotation approach. A disadvantage is that its performance relies heavily on the accuracy of the model and its specific sector allocations, which may underperform broad market benchmarks.
Financial Performance
Historical Performance: Historical performance data needs to be pulled from financial data providers.
Benchmark Comparison: The ETF's performance should be compared to the iShares U.S. Industry Rotation Index and broad market indexes like the S&P 500.
Expense Ratio: 0.34
Liquidity
Average Trading Volume
The ETF's average trading volume reflects moderate liquidity, though it's less liquid than broader market ETFs.
Bid-Ask Spread
The bid-ask spread is typically low, indicating relatively efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and sector-specific news all impact INDR due to its active sector rotation strategy.
Growth Trajectory
INDR's growth depends on the effectiveness of its industry rotation model in capturing sector-specific opportunities and adapting to market shifts.
Moat and Competitive Advantages
Competitive Edge
INDR's competitive advantage stems from its quantitative model-driven industry rotation strategy, providing a systematic approach to sector allocation. The ETF seeks to outperform the market by dynamically shifting its portfolio composition. BlackRock's expertise in quantitative investing and data analysis further enhances its model's sophistication. This active approach differentiates it from passive broad market ETFs.
Risk Analysis
Volatility
INDR's volatility can be higher than broad market ETFs due to its concentrated sector exposures and active management.
Market Risk
Market risk includes the potential for underperformance if the industry rotation model fails to accurately predict sector winners or if broader market downturns affect all sectors.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking active management and sector rotation exposure, willing to accept higher potential volatility for the possibility of outperformance.
Market Risk
INDR is more suitable for active traders or investors with a shorter time horizon who understand and can tolerate sector-specific risks.
Summary
BlackRock's INDR offers exposure to a dynamic industry rotation strategy based on a quantitative model. The ETF seeks to outperform by strategically allocating assets to sectors with strong momentum. While it offers the potential for above-average returns, it also carries higher volatility compared to broad market ETFs. Ideal investors are those who understand sector rotation strategies and are comfortable with active management and its associated risks. The success of the ETF hinges on the accuracy and adaptability of the underlying quantitative model.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock Official Website
- iShares Official Website
- Morningstar
- Yahoo Finance
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 in consultation 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 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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