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Upturn AI SWOT - About
iShares US Consumer Discretionary ETF (IYC)
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Upturn Advisory Summary
08/14/2025: IYC (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 37.47% | Avg. Invested days 59 | 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 08/14/2025 |
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 an index composed of U.S. equities in the consumer discretionary sector, offering exposure to companies that manufacture products and provide services that are sensitive to economic cycles.
Reputation and Reliability
iShares is a well-established and reputable ETF provider with a long track record.
Management Expertise
BlackRock, the issuer of iShares ETFs, has extensive experience and expertise in managing a wide range of investment products.
Investment Objective
Goal
To track the investment results of an index composed of U.S. equities in the consumer discretionary sector.
Investment Approach and Strategy
Strategy: Tracks the Russell 1000 Consumer Discretionary RIC 22.5/45 Capped Index.
Composition Primarily holds stocks of companies within the consumer discretionary sector. Top holdings include companies in retail, media, and consumer services.
Market Position
Market Share: Data needed from specific vendor for market share.
Total Net Assets (AUM): 1800000000
Competitors
Key Competitors
- XLY
- VCR
- FDIS
Competitive Landscape
The consumer discretionary ETF market is dominated by XLY, the Consumer Discretionary Select Sector SPDR Fund. IYC offers a more narrowly defined exposure within the consumer discretionary sector. Compared to XLY, IYC might have advantages with different weighting methodologies. However, disadvantages may include a smaller AUM and less liquidity than some competitors.
Financial Performance
Historical Performance: Requires live market data. Please refer to financial data provider for historical performance data. Performance data is expressed as cumulative returns. Please refer to live market data for updated numbers.
Benchmark Comparison: Requires live market data. Please refer to financial data provider for benchmark comparison data.
Expense Ratio: 0.42
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity based on its average daily trading volume.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, consumer confidence, interest rates, and changes in consumer spending habits significantly affect the ETF's performance.
Growth Trajectory
Growth is tied to consumer spending trends; Recent data can be collected from earnings calls
Moat and Competitive Advantages
Competitive Edge
IYC benefits from the iShares brand recognition and distribution network. The ETF offers a focused approach to the consumer discretionary sector, allowing investors to fine-tune their portfolio allocation. It also offers exposure to a broad range of consumer-related companies, providing diversification within the sector. The relatively low expense ratio can also be seen as an advantage compared to some competitors.
Risk Analysis
Volatility
The ETF's volatility is correlated with the overall market and the consumer discretionary sector.
Market Risk
The ETF is subject to market risk, including economic downturns, changes in consumer preferences, and competition within the consumer discretionary sector.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the U.S. consumer discretionary sector would be suited to invest. Investors who understand sector dynamics and are looking for a growth opportunity should consider this ETF.
Market Risk
IYC may be suitable for long-term investors looking for sector-specific growth and those who follow a passive investing style. Active traders may use it to capitalize on short-term trends.
Summary
The iShares US Consumer Discretionary ETF (IYC) offers targeted exposure to the U.S. consumer discretionary sector. It tracks the Russell 1000 Consumer Discretionary RIC 22.5/45 Capped Index, providing diversification within the sector. Its performance is sensitive to economic cycles and consumer spending habits. Investors should consider the ETF's expense ratio, liquidity, and risk profile before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
Disclaimers:
Data is for informational purposes only and should not be considered investment advice. Market share data is based on available public information and may not be exact. Investment decisions should be made after consulting 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 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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