RXI
+7.19 · +3.59%
$207.36 · NYSE ARCA

iShares Global Consumer Discretionary ETF (RXI) ETF Analysis | Consumer Cyclical

iShares · United States
AUM:$277.1M
#– of – in Consumer Cyclical 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 10.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.41% — moderate cost. Consider how fees compound over long holding periods.

What is RXI?

The fund generally invests at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The underlying index uses a capping methodology to limit the weight of the securities of any single issuer (as determined by S&P Dow Jones Indices LLC (the index provider or SPDJI)) to a maximum of 10% of the underlying index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
RXI returned 10.3% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.41%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 44.4% of the ETF — a moderate level of name concentration.
ETF Information
AUM$277.1M
Expense Ratio0.41%
Dividend Yield1.54%
Holdings84
Inception DateSept 2006
DomicileUnited States
DistributionNA
Index
ProvideriShares
Beta1.17
CategoryConsumer Cyclical
CurrencyUSD
Portfolio Impact

How would RXI affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-2.6%
1Y
+1.0%
3Y
+33.2%
5Y
+26.2%
OpenBook InsightIf you had invested £10,000 in RXI 5 years ago, it would have grown to £12,620 — a gain of £2,620.

Annual Returns

Calendar year performance

RXI delivered positive returns in 3 of the last 5 calendar years.
YearRXI
2026 YTD-2.8%
2025+14.3%
2024+18.7%
2023+27.0%
2022-29.8%
CAGR 4yr+4.9%
3/5 positive yearsAvg return: +5.5%Worst year: -29.8% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
17.2%
Low
Momentum
+2.6%
30-day change
Support Level
197.53
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.