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ETEC
+2.80 · +11.93%
$26.26 · NASDAQ

iShares Breakthrough Environmental Solutions ETF (ETEC) ETF Analysis | Miscellaneous Sector

iShares · USA
AUM:$4.5M
#– of – in Miscellaneous Sector ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 41.8% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.47% — moderate cost. Consider how fees compound over long holding periods.

What is ETEC?

The underlying index measures the performance of equity securities issued by U. companies involved in breakthrough innovations and new technologies that seek to address or combat climate change, as determined by Morningstar or its affiliates.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
ETEC delivered 41.8% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.47%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 53.3% of the ETF — significant weight in a small number of names.
ETF Information
AUM$4.5M
Expense Ratio0.47%
Dividend Yield0.31%
Holdings45
Inception DateMar 2023
Domicile–
Distribution–
Index–
ProvideriShares
Beta1.08
CategoryMiscellaneous Sector
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-5.5%
1Y
+9.1%
3Y
+11.4%
5Y
+5.6%
OpenBook InsightIf you had invested £10,000 in ETEC 5 years ago, it would have grown to £10,559 — a gain of £559.

Annual Returns

Calendar year performance

ETEC delivered positive returns in 2 of the last 4 calendar years.
YearETEC
2026 YTD+2.5%
2025+31.3%
2024-16.0%
2023-6.5%
CAGR 3yr+1.0%
2/4 positive yearsAvg return: +2.8%Worst year: -16.0% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
21.0%
Moderate
Momentum
-2.9%
30-day change
Support Level
26.04
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.
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