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Upturn AI SWOT - About
iShares Global Consumer Discretionary ETF (RXI)
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Upturn Advisory Summary
08/14/2025: RXI (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 10.31% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.21 | 52 Weeks Range 144.30 - 194.89 | Updated Date 06/29/2025 |
52 Weeks Range 144.30 - 194.89 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Global Consumer Discretionary ETF
ETF Overview
Overview
The iShares Global Consumer Discretionary ETF (IXY) seeks to track the investment results of an index composed of global equities in the consumer discretionary sector. It offers exposure to companies worldwide that manufacture or sell non-essential goods and services.
Reputation and Reliability
iShares is a well-established and reputable ETF issuer, known for its extensive range of investment products and reliable fund management.
Management Expertise
BlackRock, the issuer of iShares ETFs, has a strong management team with extensive experience in investment management and ETF operations.
Investment Objective
Goal
The investment objective of the iShares Global Consumer Discretionary ETF is to track the investment results of an index composed of global equities in the consumer discretionary sector.
Investment Approach and Strategy
Strategy: The ETF employs a 'passive' management approach, seeking to replicate the performance of its underlying index, the S&P Global BMI Consumer Discretionary Index.
Composition The ETF primarily holds stocks of companies categorized in the consumer discretionary sector, spanning various industries like retail, media, and consumer services.
Market Position
Market Share: Specific market share data for IXY within the global consumer discretionary ETF market is difficult to obtain due to the fragmented nature of the global ETF market.
Total Net Assets (AUM): 62240000
Competitors
Key Competitors
- XLY
Competitive Landscape
The ETF industry is highly competitive. IXY offers global exposure, which may be an advantage for investors seeking diversification, but it holds small amount of market share as compared to the competitor XLY.
Financial Performance
Historical Performance: Historical performance data is available from the iShares website and other financial data providers. Performance fluctuates with the overall market and the consumer discretionary sector.
Benchmark Comparison: The ETF's performance should be compared to the S&P Global BMI Consumer Discretionary Index to assess tracking accuracy.
Expense Ratio: 0.41
Liquidity
Average Trading Volume
The average trading volume of IXY can be found on major financial websites, indicating the ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread, which can also be found on financial websites, provides insight into the transaction costs of trading the ETF.
Market Dynamics
Market Environment Factors
Consumer spending, economic growth, interest rates, and global events significantly influence the performance of the consumer discretionary sector and thus the ETF.
Growth Trajectory
The growth trajectory of the ETF depends on the global consumer discretionary sector's growth prospects and the ETF's ability to track its underlying index effectively. The holdings are periodically rebalanced and the underlying index is tracked accordingly.
Moat and Competitive Advantages
Competitive Edge
IXY's competitive edge lies in its global scope, providing exposure to consumer discretionary companies beyond the U.S. market, potentially offering diversification benefits. iShares' brand recognition and BlackRock's resources also contribute. However, its relatively low AUM compared to competitors poses a challenge. The ETF's performance is tied to the overall health of the global economy and consumer spending patterns.
Risk Analysis
Volatility
IXY's volatility is tied to the volatility of the global consumer discretionary sector, which can be influenced by economic cycles and consumer sentiment.
Market Risk
IXY is subject to market risk associated with equities, currency risk due to its global holdings, and sector-specific risk related to the consumer discretionary sector.
Investor Profile
Ideal Investor Profile
The ideal investor for IXY is someone seeking global exposure to the consumer discretionary sector and willing to accept the associated risks.
Market Risk
IXY is suitable for investors with a long-term investment horizon who are looking to diversify their portfolio with a global sector-specific investment.
Summary
The iShares Global Consumer Discretionary ETF (IXY) offers investors exposure to the global consumer discretionary sector. It is designed for investors seeking diversification and global exposure within a specific sector. The ETF's performance is influenced by global economic conditions and consumer spending patterns. Investors should consider its expense ratio, liquidity, and risk factors before investing. Although it is backed by Blackrock, the fund does not have high assets compared to its US-based competitor.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Consult with a qualified financial advisor before making any investment decisions. Market share data is estimated and may not be precise.
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 Consumer Discretionary ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests 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 uses a capping methodology to limit the weight of the securities of any single issuer (as determined by S&P Dow Jones Indices LLC (the index provider or SPDJI)) to a maximum of 10% of the underlying index.
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