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Upturn AI SWOT - About
iShares Global 100 ETF (IOO)
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Upturn Advisory Summary
08/29/2025: IOO (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 43.9% | Avg. Invested days 84 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.97 | 52 Weeks Range 82.23 - 107.60 | Updated Date 06/29/2025 |
52 Weeks Range 82.23 - 107.60 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Global 100 ETF
ETF Overview
Overview
The iShares Global 100 ETF (IOO) seeks to track the investment results of an index composed of 100 of the largest global companies. The ETF focuses on large-cap stocks from developed markets worldwide, providing diversified exposure to leading international businesses. It uses a passive management strategy, aiming to replicate the performance of its underlying index.
Reputation and Reliability
iShares is a well-established and reputable ETF provider, known for its extensive range of investment products and sound operational practices.
Management Expertise
BlackRock, the parent company of iShares, has significant experience and expertise in managing ETFs and other investment vehicles.
Investment Objective
Goal
To track the investment results of an index composed of 100 of the largest global companies.
Investment Approach and Strategy
Strategy: Tracks a specific index, the S&P Global 100 Index.
Composition Primarily holds stocks of large-cap companies across various sectors from developed markets globally.
Market Position
Market Share: IOO has a relatively small market share within the broader global equity ETF category.
Total Net Assets (AUM): 3082885519
Competitors
Key Competitors
- Vanguard Total World Stock ETF (VT)
- iShares MSCI ACWI ETF (ACWI)
- SPDR Portfolio Developed World ex-US ETF (SPDW)
Competitive Landscape
The global equity ETF market is highly competitive, with many options offering similar exposure. IOO competes with ETFs that track broad global indices. IOO's advantage is its focus on the 100 largest companies, while a potential disadvantage is its narrower scope compared to more diversified global ETFs.
Financial Performance
Historical Performance: Historical performance data should be sourced from financial websites. Provide data for last 1, 3, 5, and 10 years.
Benchmark Comparison: Compare IOO's performance to the S&P Global 100 Index. The benchmark should closely reflect the fund's results due to its passive management.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
The average trading volume is moderate, indicating adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting good liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Global economic growth, interest rates, currency fluctuations, and geopolitical events can affect IOO. Sector performance within the index's holdings also plays a significant role.
Growth Trajectory
IOO's growth is tied to the performance of the global economy and the growth of the world's largest companies. Changes in the index composition and sector allocations will affect its future performance.
Moat and Competitive Advantages
Competitive Edge
IOO provides targeted exposure to the largest global companies, offering a convenient way to invest in leading international businesses. Its low cost and passive management appeal to investors seeking broad global equity exposure. iShares' strong brand and distribution network further enhance its appeal. However, it lacks the diversification of broader global ETFs and may underperform during periods when smaller companies outperform large caps. The ETF is susceptible to concentration risk due to its limited number of holdings.
Risk Analysis
Volatility
IOO's volatility is expected to be moderate, reflecting the volatility of global equity markets.
Market Risk
Market risk includes potential losses due to economic downturns, political instability, or other events affecting global equity markets. Currency risk is also a factor as the fund invests in international stocks.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking diversified exposure to large-cap global companies and is comfortable with moderate risk.
Market Risk
Suitable for long-term investors seeking to complement their domestic equity holdings with international exposure. It can also be used by passive index followers.
Summary
The iShares Global 100 ETF (IOO) offers exposure to 100 of the largest global companies. Its passive management style makes it a cost-effective way to access international markets. The ETF is suitable for long-term investors seeking diversification and is aligned with the performance of the S&P Global 100 Index. However, it's less diversified than other global equity ETFs and carries the risk of the market as well as currency risk. Investors should consider their risk tolerance and investment goals before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
- S&P Global
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a financial advisor. Market data is dynamic and subject to change.
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 Global 100 ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to 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. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.