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Upturn AI SWOT - About
iShares U.S. Tech Breakthrough Multisector ETF (TECB)
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Upturn Advisory Summary
09/11/2025: TECB (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 42.11% | Avg. Invested days 50 | 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 09/11/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.21 | 52 Weeks Range 41.66 - 57.18 | Updated Date 06/30/2025 |
52 Weeks Range 41.66 - 57.18 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares U.S. Tech Breakthrough Multisector ETF
ETF Overview
Overview
The iShares U.S. Tech Breakthrough Multisector ETF (NYSE Arca: IETC) seeks to track the investment results of an index composed of U.S. companies that are involved in tech breakthrough sectors, but are classified in non-tech sectors.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and extensive experience in the ETF market.
Management Expertise
BlackRock has a large team of experienced portfolio managers and analysts who oversee the ETF's investments.
Investment Objective
Goal
The fund seeks to track the investment results of the Morningstar US Tech Breakthrough Factor Index, which measures the performance of U.S. companies involved in tech breakthrough sectors but classified in non-tech sectors.
Investment Approach and Strategy
Strategy: The ETF employs a 'passive' management investment approach, attempting to replicate the performance of the Morningstar US Tech Breakthrough Factor Index.
Composition The ETF primarily holds stocks of companies in sectors such as healthcare, consumer discretionary, and industrials that are involved in tech breakthroughs.
Market Position
Market Share: Data not available. IETC has limited overall AUM and a small portion of the broader innovation/technology ETF market share.
Total Net Assets (AUM): 61117624
Competitors
Key Competitors
- ARK Innovation ETF (ARKK)
- Global X Autonomous & Electric Vehicles ETF (DRIV)
- ROBO Global Robotics and Automation Index ETF (ROBO)
Competitive Landscape
The competitive landscape is dominated by ETFs with larger AUM and more established track records. IETC distinguishes itself by targeting non-tech companies involved in tech breakthroughs. A disadvantage for IETC is its relatively small size and potentially lower trading volume compared to competitors. Advantages include a unique investment focus that offers diversification beyond traditional tech stocks.
Financial Performance
Historical Performance: Data not available. Requires access to historical return data for IETC.
Benchmark Comparison: Data not available. Requires historical performance data for both IETC and the Morningstar US Tech Breakthrough Factor Index.
Expense Ratio: 0.3
Liquidity
Average Trading Volume
The average daily trading volume for IETC is relatively low, suggesting potentially wider bid-ask spreads and impact on larger trades.
Bid-Ask Spread
The bid-ask spread for IETC can be relatively wide due to lower trading volume, which may increase trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects for healthcare, consumer discretionary, and industrials, and overall market conditions all impact IETC. Interest rates, inflation, and technological advancements are key factors.
Growth Trajectory
Growth trends depend on the success of companies in incorporating technological breakthroughs within their existing business models. Changes in strategy and holdings are determined by index rebalancing, which can reflect emerging trends and new companies.
Moat and Competitive Advantages
Competitive Edge
IETC's competitive edge lies in its unique focus on companies in non-tech sectors that are adopting and benefiting from technological breakthroughs, providing diversification within the tech space. This provides exposure to companies not traditionally classified as 'tech', broadening investment horizons. However, this focused strategy might lead to concentration in specific industries, such as healthcare or industrial applications of AI and robotics. Its specialized index tracking methodology can offer potentially differentiated returns compared to broad-based technology ETFs.
Risk Analysis
Volatility
Data not available. Requires historical price data to assess IETC's volatility.
Market Risk
IETC is subject to market risk, particularly risks associated with the specific sectors in which its holdings operate. Companies using technology breakthroughs face risks related to adoption rates, competition, and regulatory changes.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking exposure to technological innovation through companies in non-tech sectors and is comfortable with potentially higher volatility and lower liquidity compared to broader market ETFs.
Market Risk
IETC is best suited for long-term investors seeking growth and willing to accept moderate risk in exchange for potential upside from tech adoption in traditional industries. It may not be ideal for active traders due to lower liquidity.
Summary
The iShares U.S. Tech Breakthrough Multisector ETF (IETC) offers a unique approach to investing in technology by focusing on companies in non-tech sectors that are incorporating breakthrough technologies. It tracks the Morningstar US Tech Breakthrough Factor Index. The ETF may appeal to investors seeking differentiated exposure to innovation beyond traditional tech companies and willing to accept potentially lower liquidity. However, it is important to acknowledge IETC has low AUM and trades with very low average trading volumes. Before investing, carefully review IETC's full prospectus.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- ETF.com
- Company Filings
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 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 U.S. Tech Breakthrough Multisector ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The underlying index measures the performance of U.S. listed companies engaged in cutting edge research and development of products and services in the areas of robotics and artificial intelligence, cyber security, cloud and data tech, financial technology, and genomics and immunology. It generally will invest 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.
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.