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Upturn AI SWOT - About
iShares US Consumer Staples ETF (IYK)
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Upturn Advisory Summary
07/30/2025: IYK (1-star) is a SELL. SELL since 3 days. Profits (2.12%). Updated daily EoD!
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 -1.17% | Avg. Invested days 50 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/30/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.56 | 52 Weeks Range 62.56 - 72.59 | Updated Date 06/29/2025 |
52 Weeks Range 62.56 - 72.59 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares US Consumer Staples ETF
ETF Overview
Overview
The iShares US Consumer Staples ETF (IYK) seeks to track the investment results of an index composed of U.S. equities in the consumer staples sector, focusing on companies that produce goods and services considered essential.
Reputation and Reliability
BlackRock is one of the world's largest asset managers, known for its extensive ETF offerings and strong reputation.
Management Expertise
BlackRock has a large team of experienced investment professionals managing its ETF portfolios.
Investment Objective
Goal
The investment objective of the iShares US Consumer Staples ETF is to track the investment results of an index composed of U.S. equities in the consumer staples sector.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the performance of the underlying index.
Composition The ETF primarily holds stocks of companies in the consumer staples sector, including food, beverage, household products, and tobacco companies.
Market Position
Market Share: IYK has a notable, though not dominant, market share within the consumer staples ETF category.
Total Net Assets (AUM): 973000000
Competitors
Key Competitors
- Consumer Staples Select Sector SPDR Fund (XLP)
- Vanguard Consumer Staples ETF (VDC)
- Invesco Dynamic Food & Beverage ETF (PBJ)
Competitive Landscape
The consumer staples ETF market is competitive, with XLP and VDC holding the largest market shares. IYK differentiates itself through its holdings that may differ slightly from its competitors and a higher price point. Its primary disadvantage is lower AUM than its main competitors which can impact liquidity and trading volume. IYK has a more focused investment style, with a higher expense ratio than competitors.
Financial Performance
Historical Performance: Historical performance can be obtained from various financial data providers. Past performance is not indicative of future results.
Benchmark Comparison: The ETF's performance can be compared to the Russell 1000 Consumer Staples RIC 22.5/45 Capped Index.
Expense Ratio: 0.41
Liquidity
Average Trading Volume
The ETF's average trading volume indicates sufficient liquidity for typical trading needs.
Bid-Ask Spread
The bid-ask spread for the ETF can be used to determine the cost of trading it, and it's typically very competitive.
Market Dynamics
Market Environment Factors
Economic factors such as consumer spending habits, inflation, and interest rates can impact the performance of consumer staples companies and, therefore, the ETF.
Growth Trajectory
The growth trajectory of the ETF depends on the overall performance of the consumer staples sector and investor sentiment towards defensive investments.
Moat and Competitive Advantages
Competitive Edge
IYK's competitive advantage comes from being offered by BlackRock, a well-known and trusted ETF provider. The fund also targets US equities in the consumer staples sector and is a well-diversified portfolio. This established market presence adds credibility and trust, which is especially crucial for investors looking to add defensive plays to their portfolio. The ETF's focused approach may appeal to investors seeking targeted exposure to the US consumer staples market.
Risk Analysis
Volatility
The ETF's historical volatility reflects the volatility of the consumer staples sector.
Market Risk
The ETF is subject to market risk, as the value of its holdings can fluctuate based on broader market conditions and sector-specific factors.
Investor Profile
Ideal Investor Profile
The ideal investor for the iShares US Consumer Staples ETF is a risk-averse investor seeking stable returns and diversification within the consumer staples sector.
Market Risk
The ETF is suitable for long-term investors looking for a relatively stable investment with exposure to essential consumer goods and services.
Summary
The iShares US Consumer Staples ETF offers investors exposure to a basket of U.S. consumer staples companies. As a consumer staples fund, it is appropriate for investors seeking stability. It is passively managed and seeks to track an index composed of US equities within the consumer staples sector. While IYK is offered by a strong issuer, it has strong competition in its space and a higher expense ratio, so its position in a portfolio must be considered against these factors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- ETFdb.com
- Morningstar.com
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified 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 Staples 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 staples sector of the U.S. equity market. It is non-diversified.
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