IALT 주가 전망 및 ETF 분석 - 배당·운용보수·보유종목·NAV·RSI·MACD

IALT

iShares Systematic Alternatives Active ETF

7월 28일 11:21 AM ET (한국 7/29 24:21)

$28.79

-0.01 ▼ -0.03%

IALT ETF is analyzed across 10 metrics including expense ratio, holdings, sector allocation, dividends, RSI, and MACD.

Total Expense Ratio

0.99%

Annual operating cost

Net Assets (AUM)

$5.2B

약 7조원

Holdings

2418 items

Dividend Yield

0.27%

Management Style

Active

Category ⓘ	Target Date / Multi-Asset - Other	Asset Type ⓘ	Multi-Asset - Tactical / Active	Return% 1Y ⓘ	-	Total Holdings ⓘ	2418	Perf Week ⓘ	1.15%
ETF Type ⓘ	Global Diversified	Active/Passive ⓘ	Active	Return% 3Y ⓘ	-	AUM ⓘ	$5.2B	Perf Month ⓘ	2.42%
Expense ⓘ	0.99%	NAV ⓘ	$28.72	Return% 5Y ⓘ	-	52W High ⓘ	-0.86%	Perf Quarter ⓘ	2.8%
Dividend TTM ⓘ	$0.08 (0.27%)	Div Gr. 3/5Y ⓘ	-	Return% 10Y ⓘ	-	52W Low ⓘ	15.45%	Perf Half Y ⓘ	11.61%
Flows% 1M ⓘ	6.25%	Flows% YTD ⓘ	2986.49%	Return% SI ⓘ	25.26%	Volatility(W/M) ⓘ	0.86% 0.92%	Perf YTD ⓘ	13.77%
SMA20 ⓘ	1.33%	SMA50 ⓘ	1.6%	SMA200 ⓘ	6.08%	RSI (14) ⓘ	62.4	Beta ⓘ	-
IPO ⓘ	2025/12/10	Prev Close ⓘ	$28.8	Perf Year ⓘ	-	Avg Volume ⓘ	3.86M	Price ⓘ	$28.79

📊 iShares Systematic Alternatives Active ETF (IALT) Investment Analysis

ETF Overview

iShares Systematic Alternatives Active ETF · Target Date / Multi-Asset - Other

액티브 운용 — 펀드매니저가 종목을 선별해 초과수익 추구

2025년 상장, 1년 운영 중.

iShares Systematic Alternatives Active ETF는 장기 총수익을 목표로 합니다. 다양한 글로벌 자산군과 분산된 대체(비전통) 전략에 투자하여 강세 국면과 시장 스트레스 국면 모두에서 총수익 창출을 목표로 합니다.

📘 IALT ETF 자세히 알아보기 →

Globalmulti-assetequityfixed-income

규모: $5.2B 약 7조원
운용사: iShares (BlackRock)
운용 방식: 액티브 (운용사 재량)
상장일: 2025년

Cost Efficiency

Annual Expense Ratio · Category Rank · Long-Term Cost Impact

Average expense ratio — 0.99% annually

Mid-range within the Target Date / Multi-Asset - Other category.

Effective Annual Expense Ratio (Net Expense Ratio)

평균권

0.99%

My positionMid-range

Low range Average High range

Actual Cost Simulation by Investment Amount

$100.0M

Annual Expense Ratio

$990K

Pay $170K more per year vs. category average

Category Median Annual Cost

$820K

Based on expense ratio of 0.82%

10-Year Cumulative Expense Ratio (Long-term simulation assuming 7% annual market growth)

$17.5M

18.1% of returns you could have earned goes to the fund manager due to fees

💡 Because the expense ratio takes a slice of your assets every year, costs compound over 10 years and result in far greater losses than a simple sum (annual fee × 10). The 7% annual return assumption is based on the S&P 500's long-term average.

Defaults shown against $100K baseline portfolio. Adjust the slider to update the amount in real time.

Cheaper alternatives in the same category

CTAP

Simplify US Equity PLUS Managed Futures Strategy ETF

0.10%

-0.89%p annually

ITDC

iShares LifePath Target Date 2035 ETF

0.10%

-0.89%p annually

ITDD

iShares LifePath Target Date 2040 ETF

0.11%

-0.88%p annually

* A lower fee does not necessarily mean a better ETF. Consider the tracked index, liquidity, and tax treatment as well.

Long-Term Performance

1-year · 3-year · 5-year · 10-year returns · vs. benchmark · drawdown defense

Insufficient return data

This ETF is either too recently listed or does not yet have enough disclosed return data. Please refer to ETFs that have been operating for more than one year.

Risk Profile

Volatility · Beta · Max Drawdown · Sharpe · Drawdown Recovery History

Overall Risk Grade

Low Risk

Less volatile than the market average, making it relatively easy to hold over time.

Average daily range (last 1 month)

하위 25%

±0.92%

S&P 500 typically ±1.0~1.3% · Bond funds ±0.3% · Leveraged ETFs ±3% or more

Annual volatility trend (past 10 years)

ℹ️ This ETF's average daily price swing. 1% means "on average, moves about ±1% per day." The rolling curve below shows the annualized volatility (long-term standard measure) over time.

Max Drawdown · Past 10 years

-2.3%

Drawdown duration: 0 months

2026-06-02 → 2026-06-10

Recovered in about 41 days

2025-12-11 Worst -5% 2026-07-01

ℹ️ Maximum drawdown is the largest peak-to-trough decline in the past. It represents the worst-case loss a long-term investor must psychologically endure.

Sharpe Ratio (Risk-Adjusted Return)

2.75

Excellent — Strong risk-adjusted returns

ℹ️ Annualized return minus the risk-free rate (3% annualized), divided by annualized volatility. A value above 1.0 is generally considered good risk-adjusted performance.

Dividend Analysis

Yield · Dividend history · After-tax income calculator

Pays dividends, but at a relatively low rate — 0.27% annually

Closer to a blend of growth and dividends.

배당수익률

0.27%

주당 배당

$0.08

연간 기준

5년 성장률

지급 주기

—

최근 12개월 기준

💰 내가 $100K 투자한다면

연간 배당금 (세후) $236

5년 누적 (세후) $1K

* 환율 1 가정, 배당소득세 15% 반영. 5년 누적은 배당 성장률 연 0% 가정.

* Qualified dividend middle-bracket approximation. Actual rate varies by total income.

Overall investment appeal

What this ETF fits best — strengths, weaknesses, and target investor profile

Strengths and weaknesses both present Check the fit below to see whether it matches your investing goal.

🎯 목적별 적합도

내가 이 ETF를 어떤 목적으로 활용할 수 있는지 확인하세요.

🌳

장기 보유

수년 이상 꾸준히 모아갈 때

낮음

💵

배당 인컴

매월·분기 현금흐름이 목적일 때

매우 낮음

⚡

단기 트레이딩

며칠~몇 주 단기 방향성 매매

낮음

🧩

포트폴리오 보조

자산 배분·헤지 용도

낮음

👤

이런 분에게 어울려요

Investors who believe in active strategies

✅ 강점

뚜렷한 강점이 드러나지 않아요.

⚠️ 약점·주의사항

⚠️Volatility is above average

Portfolio Composition

What's actually inside — sector weights and top holdings

60개 종목에 넓게 분산

개별 종목 리스크가 분산되어 있어요.

ℹ️ 왜 구성을 봐야 하나요?

ETF의 실제 성과는 담고 있는 종목과 섹터에서 나와요. 이름이 "S&P 500"이라도 기술주 비중이 유난히 높을 수 있고, "배당주 ETF"라도 몇몇 대형주에 쏠려 있을 수 있어요. 라벨보다 실제 구성을 확인하는 게 중요해요.

🔬 집중도 한눈에 보기

총 보유종목

60개

상위 10개 비중

31.5%

최대 단일 종목

4.76%

집중도(HHI)

214

낮음 (분산)

🥧 섹터 비중

Technology

16.7%

Industrials

12.9%

Healthcare

12.2%

Financial

10.9%

Consumer Cyclical

8.0%

Communication Services

7.2%

Utilities

4.9%

Consumer Defensive

3.9%

Energy

3.3%

Real Estate

2.6%

Basic Materials

2.3%

📋 상위 보유 종목 Top 10 Top 10이 전체의 31.5% 차지

티커 옆의 점 색상 = 섹터 구분 (섹터 차트와 동일 색상)

#1 WDC Western Digital Corp

4.76%

WCC WESCO International Inc

3.65%

#3 MSFT Microsoft Corp

3.33%

#4 AMZN Amazon.com Inc

3.32%

#5 WFC Wells Fargo & Co

3.08%

#6 FDX FedEx Corp

2.85%

#7 SCHW Charles Schwab Corp/The

2.72%

#8 ICE Intercontinental Exchange Inc

2.63%

#9 CVS CVS Health Corp

2.60%

#10 BA Boeing Co/The

2.54%

Category Peers

Category: Target Date / Multi-Asset - Other

같은 카테고리 6종 중 AUM 2/6위 · 보수율 6/6위

카테고리: Target Date / Multi-Asset - Other

ℹ️ 왜 비교해야 하나요?

같은 카테고리 ETF끼리는 보수율·규모(AUM)·배당률을 비교해 볼 가치가 있어요. 보수율은 낮을수록 장기 수익에 유리하고, AUM이 크면 운용 안정성이 높아요. ▲ 표시는 IALT보다 유리, ▼ 표시는 IALT보다 불리를 뜻해요.

티커	ETF명	보수율	AUM	보유종목	배당률	YTD	1년
IALT	iShares Systematic Alternatives Active ETF	0.99%	$5.2B	2418	0.27%	+13.77%	-
CGBL	Capital Group Core Balanced ETF	0.33% ▲	$7.1B ▲	82	1.88% ▲	-	+9.66%
ALLW	State Street Bridgewater All Weather ETF	0.85% ▲	$1.6B ▼	43	4.41% ▲	-	+11.05%
CTA	Simplify Managed Futures Strategy ETF	0.75% ▲	$1.6B ▼	38	4.40% ▲	-	-4.12%
DRSK	Aptus Defined Risk ETF	0.78% ▲	$1.5B ▼	36	3.77% ▲	-	-2.19%
NTSX	WisdomTree U.S. Efficient Core Fund	0.2% ▲	$1.3B ▼	507	1.11% ▲	-	+13.23%

AUM 내림차순 정렬 · ▲ IALT보다 유리 · ▼ IALT보다 불리

Leveraged & Covered Call ETFs on the Same Theme

ETFs that approach the same theme with a different strategy

2 ETFs tracking the same theme as IALT using leveraged or covered call strategies (Covered Call 2)

Not direct derivatives of IALT, but ETFs that cover the same theme via a different strategy.

ℹ️ Which ETFs are included?

Among ETFs whose theme (category or sector) overlaps with IALT, some use special strategies. Leveraged ETFs aim for 2–3× the daily move, Inverse ETFs seek opposite-direction returns, and Covered Call ETFs generate monthly income from option premiums.

💰 Covered Call & Options 2 ETFs that add a monthly dividend via covered calls on the same theme