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Upturn AI Summary
iShares U.S. Energy ETF(IYE)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IYE
10/28/2026: IYE (2-star) has a low Upturn Star Rating. Not recommended to BUY.
iShares U.S. Energy ETF (IYE) provides targeted exposure to the U.S. energy sector, primarily holding large-cap integrated oil, gas, and equipment companies. As a well-established fund under the iShares brand, it offers high liquidity and reliable tracking of its energy-focused benchmark. It is best suited for investors looking for cyclical exposure or income through dividends, though it carries significant concentration risk and sensitivity to oil price volatility. Investors should monitor commodity trends and the long-term impacts of the global energy transition when evaluating this fund for their portfolio.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Energy is a cyclical sector that typically offers limited long-term capital growth compared to technology or secular growth sectors. |
| Momentum investor | Strong fit while signal remains positive | Momentum traders often utilize IYE during periods of rising oil prices when the energy sector shows strong relative strength. |
| Value investor | Strong fit | Energy stocks are often attractively valued and frequently offer robust dividends, appealing to value-oriented investors. |
| Dividend/Income investor | Strong fit | Large-cap integrated oil companies within IYE typically pay consistent and often high dividend yields. |
| Low-risk investor | Weak fit | The extreme volatility of the energy sector makes this fund unsuitable for investors seeking capital preservation and low risk. |
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking tactical sector exposure, an inflation hedge, or dividend income from the energy space.
Suitability
Best suited for tactical investors or those performing sector rotation; less ideal for long-term buy-and-hold investors without a high tolerance for cyclical volatility.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Energy prices are subject to frequent and sharp swings based on global supply and demand dynamics. |
| Market risk | High | The fund is highly sensitive to macroeconomic shifts, particularly interest rates and geopolitical events. |
| Concentration | High | IYE is heavily concentrated in the energy sector, exposing investors to industry-specific regulatory and environmental risks. |
| Tracking/expense | Low | BlackRock manages the fund efficiently, minimizing the deviation between the ETF and its benchmark. |
| Liquidity | Low | The underlying assets are large-cap stocks that are highly liquid, ensuring the ETF remains easy to trade. |
| Business/sector quality | Medium | The long-term viability of fossil fuel businesses faces secular challenges from the global energy transition. |
Risk Analysis
Volatility
IYE exhibits high volatility consistent with the cyclical nature of energy commodities and oil prices.
Market Risk
The primary risk is market-driven, specifically dependent on global supply/demand imbalances for fossil fuels and macroeconomic stability.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Integrated Oil & Gas | 45 | These massive, diversified energy companies often drive the bulk of the fund's performance and dividend yield. |
| Sector | Oil & Gas Exploration & Production | 35 | This segment provides direct exposure to crude oil and natural gas price fluctuations through upstream producers. |
| Sector | Oil & Gas Equipment & Services | 15 | These companies provide the essential technology and infrastructure required for global energy extraction. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Small residual cash positions are held to facilitate daily fund operations and liquidity management. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit -6.68% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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