IYW ETF Analysis: Key Exposure Factors Highlighted

iShares Dow Jones U.S. Technology Index Fund ETF (IYW) exhibits strong quality exposure at 96 but low value (6) and momentum (36) scores. Investors in technology sectors should evaluate these factors carefully.

Date: 08-06-2025

AI Rating: 6

Key Overview of iShares Dow Jones U.S. Technology Index Fund ETF
iShares Dow Jones U.S. Technology Index Fund ETF (IYW) is categorized as a Large-Cap Quality ETF, predominantly focused on the Technology sector, particularly in Software & Programming.

The ETF's exposure to major investing factors is summarized with notable scores. The Quality score stands at a robust 96, indicating a high level of quality among the holdings in this ETF. This suggests that the companies included in IYW are likely to have strong fundamentals, which is positive for long-term investors.

However, it is important to note that the ETF has a very low Value score at 6. This indicates that the holdings may not be trading at attractive valuations compared to their earnings or cash flow, which could be a concern for value-oriented investors. Additionally, the Momentum score of 36 suggests weaker performance trends compared to other ETFs in the market.

In terms of Low Volatility, the ETF has a score of 23, suggesting that it may not be the best option for those seeking lower price fluctuations. Investors looking for stability may want to consider this along with the exposure to quality.

Overall, while the high Quality score is a beneficial indicator for investors focusing on solid fundamentals, the low Value and Momentum scores may deter some investors. As the technology sector continues to evolve, monitoring these factors can guide investment decisions and portfolio allocations.

Stocks: IYW