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INROiShares U.S. Industry Rotation Active ETF

Grow my money2y track recordRanked #1,980 of 2,960 in this goal

Seeks long-term capital appreciation.

By BlackRock · Launched 2024

Annual Cost

0.42%

#2,130 of 5,562 · average

Fund Size

$33M

#3,958 of 5,562 · small

Return (1Y)Goal

+32.3%

Track Record

2 years

#3,502 of 5,562 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$13,238+32.4%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

Index tracked

MSCI USA Index

What it actually holds

By weight

Concentration

Top 10 holdings = 40.4% of fundmoderately concentrated

NVIDIA Corp
8.4%
Apple Inc
7.2%
Microsoft Corp
5.7%
Alphabet Inc
3.6%
Amazon.com Inc
3.1%
Alphabet Inc
3.0%
Meta Platforms Inc
2.9%
Broadcom Inc
2.7%
Tesla Inc
2.1%
T-Mobile US Inc
1.7%

Asset allocation

Stocks
99.0%
Cash
1.0%

By sector

Technology
41.8%
Consumer Cyclical
12.0%
Financial Services
9.3%
Communication
8.7%
Industrials
8.6%
Healthcare
8.1%
Consumer Defensive
6.4%
Energy
2.6%
Other
2.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.7%Moderate

Year-on-year price swings

Max drawdown
-20.0%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Invests primarily in U.S.-listed equity securities and derivatives with similar economic characteristics. Holds common stocks from industries in the MSCI USA Index and may include those from the Russell 3000 Index. The Fund dynamically adjusts exposures based on economic cycles, valuation, quality metrics, and trends, tilting towards favorable industries. Uses derivatives for return enhancement and hedging, engaging in active trading to achieve its investment strategies.
Inception date
March 26, 2024
Fund family
BlackRock

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Closet indexing
Warning

Closet indexer — active fees, passive behavior

This fund charges active-management fees but closely tracks its benchmark index. You may be paying a premium for active management that does not meaningfully exist — a combination of high R² versus the benchmark, low tracking error, and a TER sitting well above the passive peer-group median.

96.8%
TE
3.1%
Beta
1.03
Fee
3× 0.15%

Source: Cremers & Petajisto (2009) · Amihud & Goyenko (2013) · ESMA (2016)

Why we flagged this: strategy=active_selection + high_r_squared+low_tracking_error+near_market_beta+fee_premium

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-06-19