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Upturn AI SWOT - About
iShares U.S. Energy ETF (IYE)
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Upturn Advisory Summary
09/15/2025: IYE (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 -30.49% | Avg. Invested days 33 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.89 | 52 Weeks Range 39.10 - 50.59 | Updated Date 06/29/2025 |
52 Weeks Range 39.10 - 50.59 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares U.S. Energy ETF
ETF Overview
Overview
The iShares U.S. Energy ETF (IYE) seeks to track the investment results of an index composed of U.S. equities in the energy sector. It provides exposure to U.S. companies that produce or supply energy.
Reputation and Reliability
iShares, managed by BlackRock, is a reputable and reliable issuer with a long track record of managing ETFs.
Management Expertise
BlackRock possesses significant expertise in investment management, including a dedicated team focused on sector-specific ETFs.
Investment Objective
Goal
To track the investment results of an index composed of U.S. equities in the energy sector.
Investment Approach and Strategy
Strategy: IYE seeks to track the investment results of the Russell 1000 Energy RIC 22.5/45 Capped Gross Index.
Composition The ETF primarily holds stocks of U.S. companies within the energy sector.
Market Position
Market Share: IYE holds a significant market share within the energy sector ETF market.
Total Net Assets (AUM): 2680000000
Competitors
Key Competitors
- Energy Select Sector SPDR Fund (XLE)
- Vanguard Energy ETF (VDE)
- Invesco Dynamic Energy Exploration & Production ETF (PXE)
Competitive Landscape
The energy ETF market is dominated by a few major players. IYE's advantage lies in its iShares brand recognition. A disadvantage is its higher expense ratio compared to some competitors.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Investors should consider the risk factors of this product before investing.
Benchmark Comparison: The ETF's performance should be compared to the Russell 1000 Energy RIC 22.5/45 Capped Gross Index to assess tracking efficiency.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
IYE generally has a moderate to high average trading volume, making it relatively liquid.
Bid-Ask Spread
The bid-ask spread for IYE is typically tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Energy sector ETFs are influenced by oil prices, geopolitical events, regulatory changes, and technological advancements in energy production.
Growth Trajectory
Growth is tied to the performance of energy sector companies, which in turn depends on global energy demand and supply dynamics. IYE does not deviate from its index tracking.
Moat and Competitive Advantages
Competitive Edge
IYE benefits from BlackRock's extensive resources and established reputation. The ETF offers focused exposure to US energy companies, a sector often favored by investors seeking inflation protection or specific industry exposure. While other ETFs offer similar exposure, IYE provides a reliable and well-managed option. Its established trading history and moderate expense ratio provide investors with a balance of cost and accessibility.
Risk Analysis
Volatility
IYE's volatility is closely tied to the price fluctuations of underlying energy stocks and is likely to be high.
Market Risk
The ETF is subject to market risk associated with the energy sector, including commodity price volatility, regulatory changes, and environmental concerns.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the U.S. energy sector for diversification or a specific investment thesis.
Market Risk
Suitable for investors with a higher risk tolerance who seek to capitalize on potential growth within the energy sector.
Summary
The iShares U.S. Energy ETF (IYE) provides investors with focused exposure to the U.S. energy sector by tracking the Russell 1000 Energy RIC 22.5/45 Capped Gross Index. Managed by BlackRock, it benefits from the issuer's strong reputation. Investors should be aware of the energy sector's inherent risks and volatility when considering this ETF. With moderate liquidity and a tight bid-ask spread, IYE is a accessible option for those seeking targeted exposure. It represents a viable option for investors seeking diversification through sector-specific exposure, especially for those tracking energy performance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- ETF.com
- Morningstar.com
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on your own research and risk tolerance. Past performance is not indicative of future results.
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 U.S. Energy 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 and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The underlying index measures the performance of the energy sector of the U.S. equity market. 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.