Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
iShares Global Materials ETF (MXI)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/10/2025: MXI (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 -4.39% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.2 | 52 Weeks Range 70.86 - 92.62 | Updated Date 06/29/2025 |
52 Weeks Range 70.86 - 92.62 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Global Materials ETF
ETF Overview
Overview
The iShares Global Materials ETF (MXI) seeks to track the investment results of an index composed of global equities in the materials sector. It provides exposure to companies that produce raw materials, including chemicals, construction materials, paper products, and metals and mining.
Reputation and Reliability
iShares is a well-established and reputable ETF provider, known for its diverse range of investment products and strong track record.
Management Expertise
BlackRock, the issuer of iShares ETFs, has extensive experience and expertise in managing investment funds and ETFs across various asset classes.
Investment Objective
Goal
To track the investment results of an index composed of global equities in the materials sector.
Investment Approach and Strategy
Strategy: Tracks the S&P Global Materials Sector Index, a market-capitalization weighted index designed to measure the performance of companies in the materials sector.
Composition Primarily holds stocks of companies involved in the production of raw materials like chemicals, construction materials, paper products, and metals & mining.
Market Position
Market Share: iShares Global Materials ETF holds a significant share within the global materials sector ETF market, but faces competition from other providers.
Total Net Assets (AUM): 322000000
Competitors
Key Competitors
- Materials Select Sector SPDR Fund (XLB)
- Vanguard Materials ETF (VAW)
Competitive Landscape
The materials ETF market is competitive, with XLB holding a larger market share due to its US-focused strategy and longer history. MXI offers broader global exposure but faces higher expense ratios compared to VAW.
Financial Performance
Historical Performance: Historical performance varies with market conditions and commodity prices. Consult official sources for specific performance data across different periods.
Benchmark Comparison: The ETF's performance is closely tied to the S&P Global Materials Sector Index. Deviations may occur due to expense ratios and tracking errors.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
The ETF's liquidity is generally good, reflecting its strong AUM and popular sector focus.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, infrastructure spending, commodity prices, and supply chain dynamics significantly impact the performance of materials companies.
Growth Trajectory
Growth is influenced by global industrial production, construction activity, and demand for raw materials, with adjustments made to portfolio holdings to mirror the index.
Moat and Competitive Advantages
Competitive Edge
iShares' brand recognition and distribution network provide a competitive advantage. The ETF's global focus offers diversification benefits. However, higher expense ratios compared to some competitors can be a disadvantage. The ETF's performance hinges on the overall health of the global materials sector, making it sensitive to economic cycles. Ultimately, MXI's value lies in its accessibility and the ease with which investors can gain exposure to a diversified basket of international materials companies.
Risk Analysis
Volatility
Volatility can be high due to the cyclical nature of the materials sector and fluctuations in commodity prices.
Market Risk
Specific risks include commodity price volatility, currency fluctuations (due to global holdings), and economic downturns affecting demand for materials.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the global materials sector, looking for diversification beyond domestic markets, and willing to accept sector-specific volatility.
Market Risk
Suitable for long-term investors seeking sector exposure and diversification, but less suitable for risk-averse investors due to sector volatility.
Summary
The iShares Global Materials ETF (MXI) offers diversified exposure to global materials companies, tracking the S&P Global Materials Sector Index. Its performance is influenced by global economic conditions and commodity prices. While it benefits from the strong iShares brand, it faces competition from lower-cost US-focused alternatives. It is appropriate for investors seeking targeted sector exposure and portfolio diversification, but investors should acknowledge the risks associated with the materials sector.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on your own due diligence and consultation with a 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 Global Materials ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of companies that SPDJI deems to be part of the materials sector of the economy and that SPDJI believes are important to global markets. The fund generally will invest at least 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
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.