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iShares Dow Jones U.S. ETF (IYY)
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Upturn Advisory Summary
11/05/2025: 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 48.03% | Avg. Invested days 80 | 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 11/05/2025 |
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 a broad-based index composed of U.S. equities. It aims to provide exposure to the overall U.S. stock market across various sectors with a market-cap weighting methodology. IYY represents a diversified portfolio of stocks across all market capitalizations.
Reputation and Reliability
iShares, managed by BlackRock, is a leading issuer of ETFs with a strong reputation for providing a diverse range of investment products.
Management Expertise
BlackRock possesses extensive experience and expertise in managing ETFs and investment portfolios, ensuring diligent oversight and management of IYY.
Investment Objective
Goal
The investment goal is to track the investment results of the Dow Jones U.S. Index.
Investment Approach and Strategy
Strategy: IYY aims to track the Dow Jones U.S. Index by investing in a representative sample of U.S. stocks.
Composition The ETF holds a diversified mix of U.S. stocks across various sectors, reflecting the composition of the Dow Jones U.S. Index.
Market Position
Market Share: IYY's market share is substantial but not dominant as the total US equity market is split into many products.
Total Net Assets (AUM): 1120000000
Competitors
Key Competitors
- Vanguard Total Stock Market ETF (VTI)
- SPDR S&P 500 ETF Trust (SPY)
- Invesco QQQ Trust (QQQ)
Competitive Landscape
The U.S. equity ETF market is highly competitive with several large players. IYY provides comprehensive U.S. market exposure but faces stiff competition from ETFs with lower expense ratios and higher trading volumes. Competitors like VTI and SPY offer similar exposure at a potentially lower cost, while QQQ is concentrated in technology stocks.
Financial Performance
Historical Performance: Historical performance data needs to be collected from financial data providers.
Benchmark Comparison: The ETF's performance is expected to closely track the Dow Jones U.S. Index.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The average trading volume for IYY is moderate, offering sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, minimizing trading costs for investors.
Market Dynamics
Market Environment Factors
Economic indicators, sector performance, and overall market sentiment influence IYY's performance. Bull markets tend to benefit IYY, while economic downturns can negatively impact its returns.
Growth Trajectory
IYY's growth trajectory is tied to the overall performance of the U.S. stock market. Changes in sector allocations within the index and broader market trends will affect its holdings and performance.
Moat and Competitive Advantages
Competitive Edge
IYY benefits from the strong brand recognition and distribution network of iShares. Its broad U.S. market coverage provides diversified exposure, making it a suitable core holding for some investors. However, its higher expense ratio compared to competitors may reduce its appeal to cost-conscious investors. The ETF's main differentiator is its specific index tracking the Dow Jones U.S. Index.
Risk Analysis
Volatility
IYY's volatility reflects the volatility of the broader U.S. stock market.
Market Risk
Market risk, including economic downturns and geopolitical events, can impact the ETF's performance due to its exposure to U.S. equities.
Investor Profile
Ideal Investor Profile
The ideal investor for IYY is one seeking broad exposure to the U.S. stock market. This is suitable for investors who want diversification and growth potential aligned with the overall economy.
Market Risk
IYY is best suited for long-term investors who want a simple, passive investment in the U.S. equity market.
Summary
The iShares Dow Jones U.S. ETF (IYY) offers broad exposure to the U.S. stock market by tracking the Dow Jones U.S. Index. Managed by BlackRock, it benefits from the issuer's strong reputation and expertise. While IYY provides diversification, its expense ratio is higher than some competitors. It's suitable for long-term investors seeking passive U.S. equity exposure and should be considered in the context of one's overall portfolio and risk tolerance.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares official website
- Morningstar
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered as financial advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor.
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.
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