iShares U.S. Transportation ETF (IYT)

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Q3 Earnings Approaching: Sector ETFs to Win/Lose
ZACKS· 2025-10-08 13:01
The third-quarter 2025 earnings season is about to kick off. This week’s quarterly reports from Pepsi (PEP) , Delta Airlines (DAL) , and two other S&P 500 members for their respective fiscal quarters ending in August will be considered as part of the September-quarter tally.We have already seen such fiscal August-quarter results from 19 S&P 500 members, including results from FedEx, General Mills, Oracle and others. Key banking earnings that are considered one of the inaugurators should start the season fro ...
Should You Invest in the iShares U.S. Transportation ETF (IYT)?
ZACKS· 2025-09-10 11:21
Core Viewpoint - The iShares U.S. Transportation ETF (IYT) offers investors a low-cost, transparent, and flexible option for gaining exposure to the Industrials - Transportation/Shipping segment of the equity market, making it suitable for long-term investment strategies [1][2]. Group 1: ETF Overview - The iShares U.S. Transportation ETF was launched on October 6, 2003, and is passively managed [1]. - The fund is sponsored by Blackrock and has assets exceeding $602.26 million, categorizing it as an average-sized ETF [3]. - IYT aims to match the performance of the Dow Jones Transportation Average Index before fees and expenses [3]. Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.39%, positioning it among the cheaper options in the market [5]. - It offers a 12-month trailing dividend yield of 1.07% [5]. - Year-to-date, IYT has returned approximately 4.92%, with a one-year return of about 7.73% as of September 10, 2025 [8]. - The fund has traded between $55.22 and $75.4 over the past 52 weeks [8]. Group 3: Sector Exposure and Holdings - The ETF is fully allocated to the Industrials sector, with about 100% of its portfolio [6]. - Uber Technologies Inc (UBER) constitutes approximately 23.11% of total assets, followed by Union Pacific Corp (UNP) and United Airlines Holdings Inc (UAL) [7]. - The top 10 holdings represent about 74.7% of total assets under management [7]. Group 4: Risk and Alternatives - IYT has a beta of 1.22 and a standard deviation of 22.17% over the trailing three-year period, indicating a higher risk profile compared to peers [8]. - The ETF carries a Zacks ETF Rank of 3 (Hold), suggesting it is a reasonable option for investors seeking exposure to the Industrials ETFs area [9]. - Alternatives include the SPDR S&P Transportation ETF (XTN) and the U.S. Global Jets ETF (JETS), with respective assets of $143.30 million and $817.26 million [10].
Should You Invest in the U.S. Global Jets ETF (JETS)?
ZACKS· 2025-07-28 11:20
Core Insights - The U.S. Global Jets ETF (JETS) is a passively managed fund launched on April 30, 2015, aimed at providing broad exposure to the Industrials - Transportation/Shipping segment of the equity market [1] - The ETF has accumulated over $873.11 million in assets, positioning it as an average-sized ETF in its category [3] - JETS seeks to match the performance of the U.S. Global Jets Index, which focuses on airline companies globally, particularly domestic passenger airlines [3] Costs - The annual operating expenses for JETS are 0.6%, which is competitive with most peer products in the sector [4] Sector Exposure and Top Holdings - Southwest Airlines Co (LUV) constitutes approximately 10.64% of total assets, followed by United Airlines Holdings Inc (UAL) and American Airlines Group Inc (AAL) [5] - The top 10 holdings represent about 60.49% of total assets under management [6] Performance and Risk - As of July 28, 2025, JETS has experienced a loss of about 3.04% year-to-date but has gained approximately 29.03% over the past year [7] - The ETF has traded between $16.76 and $26.81 in the last 52 weeks, with a beta of 1.32 and a standard deviation of 29.45% over the trailing three-year period, indicating a high-risk profile [7] Alternatives - JETS carries a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Industrials ETFs area [8] - Other alternatives include the SPDR S&P Transportation ETF (XTN) and the iShares U.S. Transportation ETF (IYT), with assets of $151.54 million and $733.77 million respectively [9][10]