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Upturn AI SWOT - About
iShares U.S. Energy ETF (IYE)
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Upturn Advisory Summary
07/31/2025: 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 -28.81% | Avg. Invested days 35 | 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 07/31/2025 |
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 the Russell 1000 Energy RIC 22.5/45 Capped Index, which is composed of U.S. equities in the energy sector. The fund provides exposure to oil, gas, and consumable fuels companies. The ETF aims for a diversified investment strategy within the energy sector.
Reputation and Reliability
iShares, managed by BlackRock, is a reputable and reliable ETF issuer with a long track record and substantial AUM.
Management Expertise
BlackRock possesses significant expertise in investment management, including specialized sector 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: The fund employs a replication strategy, aiming to hold all or substantially all of the component securities of the underlying index in approximately the same proportions as their weightings in the index.
Composition The ETF primarily holds stocks of companies involved in the exploration, production, and distribution of oil, gas, and other energy resources.
Market Position
Market Share: IYE holds a significant market share within the energy sector ETF market.
Total Net Assets (AUM): 3430000000
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 highly competitive. IYE offers broad exposure but may have higher fees than some competitors like VDE. XLE dominates with the largest AUM and liquidity. IYE's capped index approach can lead to differing performance from cap-weighted peers during periods of high individual stock concentration.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Consult fund factsheet for performance data.
Benchmark Comparison: The ETF aims to closely track its benchmark index (Russell 1000 Energy RIC 22.5/45 Capped Index).
Expense Ratio: 0.39
Liquidity
Average Trading Volume
IYE generally exhibits high liquidity, with robust average daily trading volumes.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting strong liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, oil prices, regulatory changes, and technological advancements in the energy sector influence IYE's performance.
Growth Trajectory
IYE's growth is tied to the performance of the energy sector, impacted by global demand, supply dynamics, and geopolitical events.
Moat and Competitive Advantages
Competitive Edge
IYE benefits from BlackRock's brand recognition and established distribution network. Its capped index strategy provides a slightly different exposure than market-cap weighted funds. The fund offers targeted exposure to US energy companies. These factors contribute to its competitive positioning within the energy ETF landscape. The ETF is relatively liquid.
Risk Analysis
Volatility
The fund experiences volatility due to fluctuations in energy prices and the performance of energy companies.
Market Risk
IYE is subject to market risk, particularly related to the energy sector, including price volatility, regulatory changes, and geopolitical events.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the U.S. energy sector for diversification or tactical allocation.
Market Risk
Suitable for long-term investors seeking sector-specific exposure, but active traders may also utilize it for short-term strategies.
Summary
The iShares U.S. Energy ETF (IYE) provides exposure to U.S. energy companies, tracking the Russell 1000 Energy RIC 22.5/45 Capped Index. The fund is managed by BlackRock and offers relatively high liquidity. Performance is highly correlated with the performance of the energy sector and subject to volatility. It's suitable for investors seeking sector-specific exposure within their portfolio, acknowledging the inherent risks of the energy market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market data is 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 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.
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