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iShares Morningstar U.S. Equity ETF (JKD)
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Upturn Advisory Summary
11/05/2025: JKD (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 46.24% | Avg. Invested days 77 | 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 66.68 - 85.46 | Updated Date 06/29/2025 |
52 Weeks Range 66.68 - 85.46 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Morningstar U.S. Equity ETF
ETF Overview
Overview
The iShares Morningstar U.S. Equity ETF (IYR) aims to track the investment results of an index composed of U.S. equities. It provides exposure to a broad range of U.S. companies across various sectors, seeking to replicate the performance of the Morningstar US Market Index.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and a long track record of managing ETFs.
Management Expertise
BlackRock has extensive experience in managing index-tracking ETFs and a dedicated team focused on portfolio management.
Investment Objective
Goal
To track the investment results of an index composed of U.S. equities.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the Morningstar US Market Index.
Composition The ETF holds a diversified portfolio of stocks representing a broad range of U.S. companies across various sectors.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): Data unavailable.
Competitors
Key Competitors
- Vanguard Total Stock Market ETF (VTI)
- SPDR S&P 500 ETF Trust (SPY)
- iShares Core S&P Total U.S. Stock Market ETF (ITOT)
Competitive Landscape
The U.S. equity ETF market is highly competitive, with several large players offering similar broad market exposure. IYR competes with larger ETFs like VTI and SPY, which have lower expense ratios and higher AUM. IYRu2019s advantage may lie in its specific index tracking and potentially different sector weightings, but it faces stiff competition on price and liquidity.
Financial Performance
Historical Performance: Data unavailable.
Benchmark Comparison: Data unavailable.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
Data unavailable, assessing the ETF's liquidity based on its average trading volume requires current market data.
Bid-Ask Spread
Data unavailable, providing details of the bid-ask spread requires current market data to understand the cost of trading the ETF.
Market Dynamics
Market Environment Factors
Economic indicators such as GDP growth, interest rates, and inflation influence the performance of the U.S. equity market. Sector-specific growth prospects and overall market sentiment also play a significant role.
Growth Trajectory
IYR's growth is tied to the overall performance of the U.S. equity market. Changes in the underlying index composition and the ETF's ability to accurately track the index will impact its growth trajectory.
Moat and Competitive Advantages
Competitive Edge
IYRu2019s competitive advantage rests on its association with BlackRock and its Morningstar-linked index. The ETF provides access to a broad range of U.S. equities, appealing to investors seeking diversified exposure. However, its higher expense ratio compared to competitors could be a disadvantage. Success depends on its ability to deliver competitive returns relative to its benchmark and attract investors despite the higher cost.
Risk Analysis
Volatility
Data unavailable.
Market Risk
IYR is subject to market risk, meaning its value can fluctuate based on overall market conditions and investor sentiment. Risks specific to its underlying assets include sector concentration, economic downturns, and company-specific events.
Investor Profile
Ideal Investor Profile
IYR is suitable for investors seeking broad exposure to the U.S. equity market for diversification purposes. It's appropriate for investors with a moderate to long-term investment horizon.
Market Risk
IYR is best suited for long-term investors who prefer passive index tracking and are comfortable with market fluctuations.
Summary
The iShares Morningstar U.S. Equity ETF offers broad exposure to the U.S. equity market, tracking the Morningstar US Market Index. Managed by BlackRock, it provides a diversified investment option for long-term investors. However, its higher expense ratio compared to key competitors may be a drawback. Its performance is directly linked to the U.S. equity market, making it susceptible to market volatility and economic cycles.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- BlackRock
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market data is subject to change.
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 Morningstar U.S. Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The investment seeks to track the investment results of the Morningstar® US Large-Mid Cap IndexSM composed of large- and mid-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of stocks issued by large-mid capitalization companies that have exhibited similar "growth" and "value" characteristics, as determined by Morningstar, Inc."s ("Morningstar" or the "index provider") proprietary index methodology.
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.