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- Upturn Summary
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Upturn AI Summary
iShares Dow Jones U.S. ETF(IYY)
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 IYY
10/28/2026: IYY (2-star) has a low Upturn Star Rating. Not recommended to BUY.
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. Its primary strength lies in its wide diversification and the institutional reliability of the iShares brand, making it a stable core holding for a long-term portfolio. While IYY offers efficient market access, investors should note its slightly higher expense ratio compared to the lowest-cost total-market alternatives. The fund carries standard U.S. market risks, including volatility and exposure to domestic economic cycles. It is best suited for long-term investors looking for a reliable, diversified vehicle to capture the performance of the broad U.S. stock market.
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 | Strong fit | The fund provides comprehensive exposure to the growth of the U.S. corporate sector. |
| Momentum investor | Strong fit while signal remains positive | This ETF effectively captures market-wide upward trends when the broader U.S. equity market is rallying. |
| Value investor | Mixed fit | While it holds value stocks, it is a blend fund and does not specifically tilt toward undervalued assets. |
| Dividend/Income investor | Mixed fit | It offers exposure to dividend-paying companies but is not a dedicated high-yield or dividend-growth strategy. |
| Low-risk investor | Mixed fit | Equities inherently carry market risk, though this fund provides diversification that lowers idiosyncratic risk. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant seeking comprehensive, passive U.S. market exposure.
Suitability
Best suited for passive index followers and long-term buy-and-hold investors.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity fund, it will fluctuate in value based on overall stock market sentiment. |
| Market risk | Medium | The portfolio is subject to systematic risks affecting the entire U.S. economy. |
| Concentration | Low | Broad exposure across thousands of stocks significantly reduces reliance on any single company. |
| Tracking/expense | Low | The index-tracking methodology is highly efficient, though the expense ratio is higher than some competitors. |
| Liquidity | Low | High trading volumes ensure that investors can transact without significant price slippage. |
| Business/sector quality | Medium | The fund captures both high-quality and lower-quality firms across the U.S. market. |
Risk Analysis
Volatility
IYY exhibits standard market volatility, moving in correlation with U.S. equity benchmarks.
Market Risk
The primary risk is a broad decline in the U.S. economy, which would negatively affect nearly all holdings in the fund.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 75 | These represent the core established companies that drive the majority of U.S. economic activity and market returns. |
| Market capitalization | Mid-Cap U.S. Equities | 18 | Mid-sized firms offer a balance of growth potential and stability within the broader index. |
| Market capitalization | Small-Cap U.S. Equities | 7 | Small-cap exposure provides potential for higher growth and increased diversification across the market spectrum. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 43.4% | Avg. Invested days 71 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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