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Upturn AI SWOT - About
iShares U.S. Basic Materials ETF (IYM)
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Upturn Advisory Summary
08/12/2025: IYM (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 6.2% | Avg. Invested days 35 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/12/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.17 | 52 Weeks Range 114.68 - 151.85 | Updated Date 06/29/2025 |
52 Weeks Range 114.68 - 151.85 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares U.S. Basic Materials ETF
ETF Overview
Overview
The iShares U.S. Basic Materials ETF (IYM) seeks to track the investment results of an index composed of U.S. equities in the basic materials sector. It provides exposure to companies that produce chemicals, building materials, paper and forest products, and metals and mining.
Reputation and Reliability
BlackRock is a reputable and reliable issuer, being one of the world's largest asset managers with a long track record.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs across various sectors and asset classes.
Investment Objective
Goal
To track the investment results of an index composed of U.S. equities in the basic materials sector.
Investment Approach and Strategy
Strategy: IYM aims to track the investment results of the Russell 1000 Basic Materials RIC 22.5/45 Capped Index.
Composition The ETF holds stocks of companies within the basic materials sector, primarily in the United States.
Market Position
Market Share: IYM holds a substantial, though not dominant, market share in the U.S. basic materials ETF segment.
Total Net Assets (AUM): 683900000
Competitors
Key Competitors
- Materials Select Sector SPDR Fund (XLB)
- Vanguard Materials ETF (VAW)
- Invesco S&P 500 Equal Weight Materials ETF (RTM)
Competitive Landscape
The basic materials ETF market is dominated by a few large players. IYM benefits from BlackRock's brand and distribution network. However, XLB, being the largest fund, often has lower expense ratios, giving it an advantage. VAW provides broad exposure with low cost. IYM stands out with its specific index tracking and liquidity.
Financial Performance
Historical Performance: Historical performance data for IYM can be obtained from iShares and financial data providers.
Benchmark Comparison: IYM's performance should be compared to the Russell 1000 Basic Materials RIC 22.5/45 Capped Index to assess tracking efficiency.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
IYM exhibits reasonably good liquidity, with an average daily trading volume that facilitates ease of entry and exit for investors.
Bid-Ask Spread
The bid-ask spread for IYM is typically tight, reflecting its good liquidity and minimizing trading costs.
Market Dynamics
Market Environment Factors
Economic growth, infrastructure spending, commodity prices, and global trade policies influence IYM's performance.
Growth Trajectory
IYM's growth is tied to the cyclical nature of the basic materials sector. Strategic shifts in holdings would be dictated by the underlying index methodology.
Moat and Competitive Advantages
Competitive Edge
IYM's competitive edge lies in BlackRock's established brand, deep expertise in ETF management, and extensive distribution network. The ETF's well-defined investment strategy, tracking a specific basic materials index, provides investors with targeted exposure. Its substantial AUM enhances liquidity, facilitating efficient trading. IYM benefits from the overall scale and resources of BlackRock.
Risk Analysis
Volatility
IYM's volatility tends to be moderate, reflecting the cyclical nature of the basic materials sector and its sensitivity to economic conditions.
Market Risk
IYM is exposed to market risk, including fluctuations in commodity prices, changes in interest rates, and macroeconomic events that affect the basic materials industry.
Investor Profile
Ideal Investor Profile
IYM is suitable for investors seeking targeted exposure to the U.S. basic materials sector, who understand the cyclical nature of the industry and are looking to diversify their portfolio.
Market Risk
IYM can be suitable for both long-term investors seeking sector diversification and active traders looking to capitalize on short-term market movements within the basic materials space.
Summary
The iShares U.S. Basic Materials ETF (IYM) provides targeted exposure to U.S. companies in the basic materials sector. BlackRock's management expertise and established brand are key strengths. The ETF's performance is influenced by economic cycles and commodity prices. While it offers diversification within the sector, investors should be aware of the inherent risks of investing in cyclical industries. Overall, IYM is a useful tool for those seeking focused exposure to basic materials.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares official website
- Financial data providers (e.g., Bloomberg, Yahoo Finance)
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions can change rapidly, and investment decisions should be based on individual risk tolerance and financial circumstances.
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. Basic Materials 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 basic materials sector of the U.S. equity market. The fund is non-diversified.
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