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Upturn AI SWOT - About
iShares US Consumer Discretionary ETF (IYC)
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Upturn Advisory Summary
10/10/2025: IYC (2-star) is a SELL. SELL since 1 days. Simulated Profits (9.14%). Updated daily EoD!
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 34.95% | Avg. Invested days 66 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.28 | 52 Weeks Range 73.97 - 101.56 | Updated Date 06/29/2025 |
52 Weeks Range 73.97 - 101.56 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares US Consumer Discretionary ETF
ETF Overview
Overview
The iShares U.S. Consumer Discretionary ETF (IYC) seeks to track the investment results of the Russell 1000 Consumer Discretionary RIC 22.5/45 Capped Index, representing U.S. consumer discretionary companies. It offers exposure to companies that manufacture products and provide services directly tied to the discretionary income of consumers.
Reputation and Reliability
BlackRock is one of the world's largest asset managers, with a strong reputation and a long track record of managing ETFs.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs across various asset classes and sectors.
Investment Objective
Goal
The fund seeks to track the investment results of the Russell 1000 Consumer Discretionary RIC 22.5/45 Capped Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the performance of the Russell 1000 Consumer Discretionary RIC 22.5/45 Capped Index.
Composition The ETF primarily holds stocks of U.S. consumer discretionary companies, focusing on sectors like retail, media, and consumer services.
Market Position
Market Share: The iShares U.S. Consumer Discretionary ETF holds a substantial market share within the consumer discretionary ETF sector.
Total Net Assets (AUM): 1490000000
Competitors
Key Competitors
- Vanguard Consumer Discretionary ETF (VCR)
- Consumer Discretionary Select Sector SPDR Fund (XLY)
Competitive Landscape
The consumer discretionary ETF market is highly competitive, with major players like Vanguard and State Street offering similar products. IYC offers focused exposure to the Russell 1000 Consumer Discretionary RIC 22.5/45 Capped Index while VCR and XLY track other Consumer Discretionary indexes. IYC may appeal to investors seeking a more specific index benchmark, while VCR and XLY have some diversification benefits.
Financial Performance
Historical Performance: Historical performance data needs to be obtained from financial data providers.
Benchmark Comparison: Comparison of the ETF's performance to the Russell 1000 Consumer Discretionary RIC 22.5/45 Capped Index is essential to evaluate its tracking efficiency.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The ETF generally exhibits moderate to high trading volume, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting its relative ease of trading.
Market Dynamics
Market Environment Factors
Consumer spending, economic growth, interest rates, and consumer confidence significantly impact IYC's performance.
Growth Trajectory
Growth trends closely correlate with economic cycles and consumer spending habits. Holdings may change based on periodic rebalancing of the underlying index.
Moat and Competitive Advantages
Competitive Edge
IYC benefits from BlackRock's well-established brand and extensive distribution network. Its competitive edge lies in its well-defined investment strategy and comprehensive tracking of the Russell 1000 Consumer Discretionary RIC 22.5/45 Capped Index. Furthermore, the fund's liquidity contributes to its appeal, allowing investors to trade in and out of positions efficiently. These factors combine to create a compelling proposition for investors seeking exposure to the consumer discretionary sector.
Risk Analysis
Volatility
The ETF's volatility is closely tied to the performance of the consumer discretionary sector and the overall economic conditions.
Market Risk
The ETF is exposed to market risk, including economic downturns, changes in consumer sentiment, and sector-specific risks.
Investor Profile
Ideal Investor Profile
IYC is suited for investors seeking targeted exposure to the U.S. consumer discretionary sector and who believe in long-term growth potential within this market.
Market Risk
The ETF is suitable for long-term investors and passive index followers who seek to align their portfolios with the consumer discretionary market.
Summary
The iShares U.S. Consumer Discretionary ETF (IYC) offers a focused investment in the U.S. consumer discretionary sector by tracking the Russell 1000 Consumer Discretionary RIC 22.5/45 Capped Index. Managed by BlackRock, it provides exposure to retail, media, and consumer services companies. Its performance is heavily influenced by consumer spending habits and economic indicators. While the ETF faces competition from similar products, its competitive advantage lies in its liquidity, well-defined investment strategy, and tracking of the specified index making it ideal for those seeking targeted exposure to the U.S. consumer discretionary market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- Vanguard Website
- State Street Global Advisors Website
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Market share data is estimated and may vary. 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 iShares US Consumer Discretionary ETF
Exchange NYSE ARCA | 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. The underlying index measures the performance of the consumer discretionary sector of the U.S. equity market, as defined by FTSE Russell.
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