ETF Research and Analysis

by Adam McCullough, CFA
Suitability
IShares U.S. Industrials IYJ offers market-cap-weighted exposure to stocks in the U.S. industrials sector across the market-cap spectrum. The fund's low turnover should benefit investors by keeping transaction costs down,  Read more 

Bull Case

The fund's turnover and market impact costs are low because it weights its holdings by market capitalization. Read more 

Bear Case

This fund charges over 4 times the amount of its closest index peers.
This concentrated portfolio exposes investors to firm-specific risk, which the market usually does not compensate.
Although this portfolio invests in nearly all U.S. industrial stocks, it skews toward larger industrial companies, which tend to be more sensitive to global economic conditions and currency fluctuations. Read more 

What to do with your bond ETFs? 
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