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iShares MSCI China Multisector Tech ETF (TCHI)
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Upturn Advisory Summary
11/05/2025: TCHI (2-star) is currently NOT-A-BUY. Pass it for now.
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 23.12% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.78 | 52 Weeks Range 14.24 - 22.20 | Updated Date 06/29/2025 |
52 Weeks Range 14.24 - 22.20 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares MSCI China Multisector Tech ETF
ETF Overview
Overview
The iShares MSCI China Multisector Tech ETF (IOTE) seeks to track the investment results of the MSCI China IMI ex Communication Services Investable Market Index. It provides exposure to Chinese companies in the Information Technology, Consumer Discretionary, and Healthcare sectors. The ETF primarily invests in stocks and aims for long-term capital appreciation.
Reputation and Reliability
iShares, managed by BlackRock, is a reputable and reliable ETF issuer with a long track record and a large portfolio of ETFs.
Management Expertise
BlackRock has extensive expertise in managing ETFs and tracking various indexes, with a dedicated team focused on international and sector-specific investments.
Investment Objective
Goal
The investment objective of IOTE is to track the investment results of the MSCI China IMI ex Communication Services Investable Market Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, investing in all or a representative sample of the securities included in the MSCI China IMI ex Communication Services Investable Market Index.
Composition The ETF holds stocks of Chinese companies operating in the Information Technology, Consumer Discretionary, and Healthcare sectors.
Market Position
Market Share: Data on the exact market share is not readily available but it is a key player in the China tech ETF segment.
Total Net Assets (AUM): 112030000
Competitors
Key Competitors
- Global X MSCI China Tech ETF (CHIK)
Competitive Landscape
The competitive landscape features a few key players, with IOTE focusing on multiple sectors while some competitors might concentrate on specific tech segments. A key advantage of IOTE is the diversified exposure across tech-related sectors in China. Its disadvantage might be higher volatility compared to broader market ETFs and relatively lower AUM.
Financial Performance
Historical Performance: Historical performance data is not provided but can be found on the iShares website or other financial data providers.
Benchmark Comparison: The ETF's performance should be compared to the MSCI China IMI ex Communication Services Investable Market Index to evaluate its tracking effectiveness.
Expense Ratio: 0.0047
Liquidity
Average Trading Volume
The average trading volume indicates the ease of buying or selling shares without significantly impacting the price.
Bid-Ask Spread
The bid-ask spread reflects the cost of trading the ETF; a narrower spread generally indicates higher liquidity.
Market Dynamics
Market Environment Factors
Economic indicators in China, the growth prospects of the technology, consumer discretionary and healthcare sectors, and global market conditions can all affect the ETF's performance.
Growth Trajectory
Changes to the index methodology and adjustments to the underlying holdings can influence the ETF's growth trajectory.
Moat and Competitive Advantages
Competitive Edge
IOTE's competitive edge lies in its diversified exposure to multiple tech-related sectors in China, allowing investors to capture growth potential across various segments. Its affiliation with BlackRock's iShares provides a degree of investor trust and access to a wide range of resources. The ETF's strategy focuses on tracking a specific index, ensuring transparency and a rules-based approach. This diversified approach across the Chinese tech space can provide investors access to broader market trends.
Risk Analysis
Volatility
Volatility will depend on the underlying stocks and the overall market conditions in China and globally.
Market Risk
Specific risks include regulatory changes in China, geopolitical tensions, and fluctuations in the value of the underlying Chinese equities. There are potential accounting standard differences between the US and China that present additional risk.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking exposure to the Chinese technology sector with a diversified approach and has a higher risk tolerance.
Market Risk
The ETF is suitable for long-term investors looking for capital appreciation or those with a specific interest in the Chinese technology market.
Summary
The iShares MSCI China Multisector Tech ETF (IOTE) offers targeted exposure to Chinese companies in the information technology, consumer discretionary, and healthcare sectors. It tracks the MSCI China IMI ex Communication Services Investable Market Index and is managed by BlackRock's iShares. Its diversification across multiple tech sectors distinguishes it from competitors. Investors should consider their risk tolerance and investment goals before investing. The ETF's performance is subject to market risks and regulatory changes in China.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock
- Various financial data providers
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation 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 MSCI China Multisector Tech ETF
Exchange NASDAQ | 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 index and in investments that have economic characteristics that are substantially identical to the component securities of its index.
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