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Upturn AI SWOT - About
iShares Dow Jones U.S. ETF (IYY)
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Upturn Advisory Summary
08/14/2025: IYY (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 40.64% | Avg. Invested days 70 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.02 | 52 Weeks Range 116.71 - 150.38 | Updated Date 06/29/2025 |
52 Weeks Range 116.71 - 150.38 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Dow Jones U.S. ETF
ETF Overview
Overview
The iShares Dow Jones U.S. ETF (IYY) seeks to track the investment results of the Dow Jones U.S. Index, representing a broad range of U.S. companies across various sectors. It offers diversified exposure to the U.S. equity market, aiming to replicate the overall performance of the index.
Reputation and Reliability
iShares is a reputable and well-established ETF provider with a strong track record in the industry.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience and expertise in managing ETFs and other investment products.
Investment Objective
Goal
To track the investment results of the Dow Jones U.S. Index.
Investment Approach and Strategy
Strategy: Tracks a specific index.
Composition Primarily holds stocks of U.S. companies.
Market Position
Market Share: IYY holds a moderate market share within the broader U.S. equity ETF segment.
Total Net Assets (AUM): 937000000
Competitors
Key Competitors
- IVV
- SPY
- VTI
- SCHX
Competitive Landscape
The competitive landscape is dominated by large, low-cost ETFs that track broad market indices like the S&P 500 and the total US market. IYY's advantage is its tracking of the Dow Jones U.S. Index, offering a slightly different slice of the market. Its disadvantages include a higher expense ratio compared to some competitors and a smaller AUM.
Financial Performance
Historical Performance: Historical performance data is readily available from various financial data providers. Past performance does not guarantee future results.
Benchmark Comparison: The ETF's performance closely tracks the Dow Jones U.S. Index.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The average trading volume for IYY is generally moderate, indicating reasonable liquidity.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's liquidity and efficiency.
Market Dynamics
Market Environment Factors
Economic indicators, sector performance, interest rates, and overall market sentiment influence the ETF's performance.
Growth Trajectory
The ETF's growth trajectory mirrors the overall performance of the U.S. equity market. Changes in holdings are generally driven by index rebalancing.
Moat and Competitive Advantages
Competitive Edge
IYY's primary competitive edge lies in its tracking of the Dow Jones U.S. Index, offering a distinct representation of the U.S. equity market compared to S&P 500 or total market ETFs. It provides investors with a diversified exposure to a wide range of U.S. companies. The ETF benefits from the established reputation of the iShares brand and BlackRock's management expertise. However, other broad market ETFs have lower expense ratios.
Risk Analysis
Volatility
The ETF's volatility is similar to that of the broader U.S. equity market.
Market Risk
The ETF is subject to market risk, including fluctuations in stock prices, economic downturns, and geopolitical events.
Investor Profile
Ideal Investor Profile
The ideal investor is looking for broad U.S. equity market exposure and diversification.
Market Risk
The iShares Dow Jones U.S. ETF is suitable for long-term investors and passive index followers seeking U.S. equity exposure.
Summary
The iShares Dow Jones U.S. ETF (IYY) provides broad exposure to the U.S. equity market by tracking the Dow Jones U.S. Index. It is managed by BlackRock's iShares, a reputable ETF provider. The ETF is suitable for investors seeking diversification and long-term capital appreciation. However, its expense ratio is slightly higher compared to some competing ETFs that track similar indices, and its market share is smaller than major competitors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares official website
- Morningstar
- Yahoo Finance
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should consult with a qualified financial advisor before making any investment decisions. Past performance is not indicative of future results. Market share data can fluctuate.
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 Dow Jones U.S. 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 aims to consistently represent the top 95% of U.S.-traded stocks based on a float-adjusted market capitalization.
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.