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Upturn AI SWOT - About
iShares Global Consumer Discretionary ETF (RXI)
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Upturn Advisory Summary
10/24/2025: 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 17.35% | Avg. Invested days 53 | 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 10/24/2025 |
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 (Consumer Discretionary) seeks to track the investment results of an index composed of global equities in the consumer discretionary sector, focusing on companies whose products and services are cyclical and sensitive to economic conditions.
Reputation and Reliability
iShares is a well-established and reputable issuer of ETFs, known for its wide range of investment options and reliable tracking performance.
Management Expertise
BlackRock, the parent company of iShares, possesses significant expertise in investment management and ETF operations, providing a strong foundation for the ETF's management.
Investment Objective
Goal
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 strategy, aiming to replicate the performance of its underlying index.
Composition Primarily holds stocks of companies classified in the consumer discretionary sector across global markets.
Market Position
Market Share: Data unavailable
Total Net Assets (AUM): Data unavailable
Competitors
Key Competitors
- XLY
- VCR
- RCD
Competitive Landscape
The ETF market for consumer discretionary stocks is competitive. iShares' ETF offers global diversification, which can be an advantage, while others like XLY focus solely on the US, potentially leading to concentrated risk but higher growth potential. Fee structures and tracking error also contribute to the competitive dynamics.
Financial Performance
Historical Performance: Historical performance data is unavailable.
Benchmark Comparison: A detailed benchmark comparison is unavailable, but it aims to track its underlying index.
Expense Ratio: Data unavailable
Liquidity
Average Trading Volume
Average trading volume indicates moderate liquidity, facilitating relatively easy buying and selling of ETF shares.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting a reasonable cost associated with trading this ETF.
Market Dynamics
Market Environment Factors
Economic indicators, consumer spending patterns, and global market conditions impact the ETF's performance. Positive economic growth and rising consumer confidence typically benefit the consumer discretionary sector.
Growth Trajectory
Growth trajectory depends on global consumer spending, market trends, and shifts in sector composition. Changes to strategy or holdings may occur periodically to reflect index updates.
Moat and Competitive Advantages
Competitive Edge
iShares benefits from BlackRock's brand recognition and extensive distribution network. Its global diversification strategy and relatively low expense ratio provides an appeal to investors seeking broad exposure to the consumer discretionary sector. The ETF's focus on replicating the index offers predictability and transparency. This ETF provides access to companies that might be inaccessible to investors through other means.
Risk Analysis
Volatility
Volatility is dependent on the overall market and economic conditions; consumer discretionary stocks are inherently more sensitive to economic cycles.
Market Risk
Market risk is associated with macroeconomic factors that influence consumer spending, such as interest rates, inflation, and unemployment levels. Global market events and geopolitical risks may also affect the ETF's holdings.
Investor Profile
Ideal Investor Profile
Investors seeking global exposure to consumer discretionary stocks and those looking to capitalize on economic growth trends in consumer spending.
Market Risk
Suitable for long-term investors who want to diversify their portfolios with a focus on consumer-driven sectors and those who prefer passive index-tracking strategies.
Summary
The iShares Global Consumer Discretionary ETF offers exposure to a global portfolio of consumer discretionary companies, making it a useful tool for investors seeking to capitalize on trends in consumer spending. Its passive management style and diversification across countries and companies offers a broad view of the sector's performance. However, its performance is subject to overall economic conditions and shifts in consumer preferences. Investors should consider their risk tolerance and investment horizon before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- ETF.com
- Morningstar
Disclaimers:
Data is based on available information and may be subject to change. Investment decisions should be based on individual circumstances and risk tolerance. Past performance is not indicative of future results.
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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