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A Sector Investing Perspective

The iShares family includes several sector and industry-group specific iShares exchange-traded funds (ETFs) as well as commodity-oriented iShares trusts. The sector and industry-group specific iShares ETFs are registered as iShares, Inc. under the 1940 Investment Company Act. The commodity-oriented iShares Trusts are investment vehicles designed to track the price movements of certain commodities. The iShares Trusts are neither an investment company registered under the 1940 Investment Company Act nor a commodity pool as defined by the Commodity Exchange Act.

Breadth of Sector iShares

The iShares family includes 40 sector and industry-group iShares ETFs. Three commodity-oriented iShares Trusts are also offered.

Investment Approach

iShares ETFs take an index or 'passive' approach to investing. All of the sector and industry-group iShares seek to track the returns of their target index less any fees and expenses. Of the 40 sector and industry-group iShares, 22 track Dow Jones indexes and 11 track S&P Global indexes.

The objective of the commodity-related iShares is to track price movements of the underlying commodity. The iShares COMEX Gold Trust seeks to track the price of gold. The settlement price for the spot month gold contract on the COMEX is used as the basis. The iShares Silver Trust seeks to track the price of silver as determined by the London Fix. The iShares S&P GSCI Commodity-Indexed Trust seeks to match the performance of the S&P GSCI Total Return Index, a world-production weighted benchmark of commodity prices.

Expense Ratio

Most sector and industry-group iShares have an expense ratio of 0.48%. The iShares COMEX Gold Trust has a 0.40% expense ratio whereas the iShares Silver Trust has a 0.50% expense ratio. The iShares S&P GSCI Commodity-Indexed Trust carries a 0.75% expense ratio.

Trading Size

iShares ETFs and Trusts may be purchased in 'round lots' of 100 shares or smaller with the minimum number being one share.

AlphaProfit Take

Backed by one of United Kingdom's largest financial services groups Barclays Bank PLC, iShares are a force in the world of ETFs.

Relatively wide selections of sector and industry-group ETFs are available as iShares. Coming in two flavors, iShares ETFs that track Dow Jones indexes consist of U. S. companies while iShares ETFs that track S&P Global indexes include companies domiciled abroad as well. Investors looking for global sector exposure as well as industry-group exposure will want to take a closer look at iShares offerings. The liquidity of sector and industry-specific iShares varies case-by-case. As such, bid-ask spread for certain iShares may be somewhat wide.

The iShares COMEX Gold Trust and iShares Silver Trust are convenient investment vehicles that allow investors to profit from moves in the price of gold and silver bullion without venturing into the spot or futures markets. iShares S&P GSCI Commodity-Indexed Trust offers a play on commodities in general with prices in the energy complex being the key underlying driver. The iShares Trusts are however not a substitute for owning commodities.

AlphaProfit Newsletter and iShares ETF Recommendations

AlphaProfit Sector Investors' Newsletter is the premier resource for sector investors. The Newsletter offers iShares exchange traded fund recommendations. The Newsletter and its model portfolios have frequently been ranked #1 by Hulbert Financial Digest.

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iShares ETF


iShares ETF in Consumer Discretionary Sector

iShares ETF Consumer Discretionary
iShares ETF iShares Ticker Inception Date Focus Area Holdings
iShares Dow Jones U. S. Consumer Services Sector Index Fund IYC 06/12/2000 General Retailers, Media, Travel & Leisure, Food & Drug Retailers
iShares Dow Jones U. S. Home Construction Index Fund ITB 05/01/2006 Home Builders, Mobile Home Manufacturers, Home-related Services
iShares S&P Global Consumer Discretionary Sector Index Fund RXI 09/12/2006 Autos, Home Improvement, Leisure & Entertainment, Media, Restaurants


iShares ETF in Consumer Staples Sector

iShares ETF Consumer Staples
iShares ETF iShares Ticker Inception Date Focus Area Holdings
iShares Dow Jones U. S. Consumer Goods Sector Index Fund IYK 06/12/2000 Household Goods, Beverages, Tobacco, Food Producers, Personal Goods
iShares S&P Global Consumer Staples Sector Index Fund KXI 09/12/2006 Packaged Foods, Beverages, Tobacco, Personal & Household Goods


iShares ETF in Energy Sector

iShares ETF Energy
iShares ETF iShares Ticker Inception Date Focus Area Holdings
iShares Dow Jones U. S. Energy Sector Index Fund IYE 06/12/2000 Oil & Gas Production, Oil Equipment, Services & Distribution
iShares Dow Jones U. S. Oil & Gas Exploration & Production Index Fund IEO 05/01/2006 Oil & Natural Gas Exploration & Production, Oil Refining
iShares Dow Jones U. S. Oil Equipment & Services Index Fund IEZ 05/01/2006 Oil & Gas Equipment & Services, Oil & Gas Drilling
iShares S&P Global Energy Sector Index Fund IXC 11/12/2001 Integrated Oil, Oil & Gas Exploration & Production, Energy Services, Coal
iShares S&P GSSI Natural Resources Index Fund IGE 10/22/2001 Oil & Gas, Energy Equipment & Services, Metals & Mining
iShares S&P GSCI Commodity-Indexed Trust GSG 07/10/2006 Energy, Industrial Metals, Agriculture, Live Stock, Precious Metals


iShares ETF in Financials Sector

iShares ETF Financials
iShares ETF iShares Ticker Inception Date Focus Area Holdings
iShares Cohen & Steers Realty Majors Index Fund ICF 01/29/2001 Apartment Complexes, Malls, Commercial, Industrial and Office Properties
iShares Dow Jones U. S. Broker-Dealers Index Fund IAI 05/01/2006 Investment Banking, Online Brokerage Services, Asset Management, Stocks & Futures Exchanges
iShares Dow Jones U. S. Financial Sector Index Fund IYF 05/22/2000 Commercial Banks, Investment Banking & Management, Diversified Financial Services, Insurance
iShares Dow Jones U. S. Financial Services Index Fund IYG 06/12/2000 Commercial Banks, Investment Banking & Management, Diversified Financial Services
iShares Dow Jones U. S. Insurance Index Fund IAK 05/01/2006 Property & Casualty Insurance, Life Insurance, Multiline Insurance
iShares Dow Jones U. S. Real Estate Index Fund IYR 06/12/2000 Apartment Complexes, Malls, Commercial, Industrial and Office Properties
iShares Dow Jones U. S. Regional Banks Index Fund IAT 05/01/2006 Regional Banks, Savings & Loans Institutions
iShares S&P Global Financials Sector Index Fund IXG 11/12/2001 Banks, Diversified Financial Services, Insurance, Real Estate


iShares ETF in Health Care Sector

iShares ETF Health Care
iShares ETF iShares Ticker Inception Date Focus Area Holdings
iShares Dow Jones U. S. Healthcare Providers Index Fund IHF 05/01/2006 Health Care Services, Hospital Management, Diagnostic Services
iShares Dow Jones U. S. Healthcare Sector Index Fund IYH 06/12/2000 Pharmaceuticals, Biotechnology, Health Care Equipment & Services
iShares Dow Jones U. S. Medical Devices Index Fund IHI 05/01/2006 Medical Devices, Health Care Equipment, Health Care Supplies
iShares Dow Jones U. S. Pharmaceuticals Index Fund IHE 05/01/2006 Branded Drugs, Medical Supplies, Generic Drugs, Biotechnology
iShares Nasdaq Biotechnology Index Fund IBB 02/05/2001 Biotechnology Drugs, Reagents, Research Tools & Services
iShares S&P Global Healthcare Sector Index Fund IXJ 11/13/2001 Pharmaceuticals, Biotechnology, Health Care Equipment & Services


iShares ETF in Industrials Sector

iShares ETF Industrials
iShares ETF iShares Ticker Inception Date Focus Area Holdings
iShares Dow Jones Transportation Average Index Fund IYT 10/06/2003 Railroad, Air Transportation, Freight Services
iShares Dow Jones U. S. Aerospace & Defense Index Fund ITA 05/01/2006 Defense Equipment, Aircraft & Parts, Communication Systems, Defense Electronics
iShares Dow Jones U. S. Industrial Sector Index Fund IYJ 06/12/2000 Conglomerates, Aerospace & Defense, Industrial Engineering, Industrial Transportation
iShares S&P Global Industrials Sector Index Fund EXI 09/12/2006 Conglomerates, Electrical Equipment, Aircraft, Construction Machinery, Freight Services


iShares ETF in Information Technology Sector

iShares ETF Information Technology
iShares ETF iShares Ticker Inception Date Focus Area Holdings
iShares Dow Jones U. S. Technology Sector Index Fund IYW 05/15/2000 Computer Hardware, Semiconductors, Computer Software & Services
iShares S&P GSTI Networking Index Fund IGN 07/10/2001 Communications Equipment, Semiconductors, Computers & Peripherals, Software
iShares S&P GSTI Semiconductor Index Fund IGW 07/10/2001 Semiconductors, Semiconductor Equipment, Electronic Components & Instruments
iShares S&P GSTI Software Index Fund IGV 07/10/2001 Operating System & Applications Software, Internet Software, Enterprise Software, Software Services
iShares S&P GSTI Technology Index Fund IGM 03/13/2001 Computer Hardware, Semiconductors, Computer Software & Services, Multimedia Networking, Internet
iShares S&P Global Technology Sector Index Fund IXN 11/12/2001 Computer Hardware, Semiconductors, Semiconductor Equipment, Computer Software & Services


iShares ETF in Materials Sector

iShares ETF Materials
iShares ETF iShares Ticker Inception Date Focus Area Holdings
iShares COMEX Gold Trust IAU 01/21/2005 Gold Bullion
iShares Dow Jones U. S. Basic Materials Sector Index Fund IYM 06/12/2000 Chemicals, Industrial Metals, Mining, Paper & Forest Products
iShares Silver Trust SLV 04/21/2006 Silver Bullion
iShares S&P Global Materials Sector Index Fund MXI 09/12/2006 Base Metals, Minerals, Chemicals, Steel, Precious & Strategic Metals


iShares ETF in Telecommunication Services Sector

iShares ETF Telecommunication Services
iShares ETF iShares Ticker Inception Date Focus Area Holdings
iShares Dow Jones U. S. Telecommunications Sector Index Fund IYZ 05/22/2000 Diversified Telecommunication Services, Wireless Services
iShares S&P Global Telecommunications Sector Index Fund IXP 11/12/2001 Diversified Telecommunication Services, Wireless Services


iShares ETF in Utilities Sector

iShares ETF Utilities
iShares ETF iShares Ticker Inception Date Focus Area Holdings
iShares Dow Jones U. S. Utilities Sector Index Fund IDU 06/12/2000 Electricity, Gas & Water Utilities, Multiutilities
iShares S&P Global Utilities Sector Index Fund JXI 09/12/2006 Electricity, Gas & Water Utilities, Multiutilities

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The above content is for informational purposes only. AlphaProfit Investments, LLC neither is associated with nor receives any compensation from any of the entities connected with iShares ETFs. iShares is the trademark of Barclays Global Investors, N.A. Barclays Global Fund Advisors advises the sector and industry-group iShares ETFs and Barclays Global Investors Services assists in marketing such iShares. Barclays Global Fund Advisors and Barclays Global Investors Services are affiliated with Barclays Bank PLC. The sponsors of the iShares Commodity Trusts are not subject to regulation by the Futures Trading Commission as a commodity pool operator or a commodity trading advisor.

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