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iShares U.S. ETF Trust - iShares Inflation Hedged U.S. Aggregate Bond ETF (AGIH)
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Upturn Advisory Summary
04/01/2025: AGIH (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 3.1% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 112 | Beta - | 52 Weeks Range 23.25 - 24.99 | Updated Date 04/1/2025 |
52 Weeks Range 23.25 - 24.99 | Updated Date 04/1/2025 |
Upturn AI SWOT
iShares U.S. ETF Trust - iShares Inflation Hedged U.S. Aggregate Bond ETF
ETF Overview
Overview
The iShares Inflation Hedged U.S. Aggregate Bond ETF (Symbol: AGII) seeks to track the investment results of an index composed of inflation-protected U.S. Treasury bonds and U.S. investment-grade corporate bonds. It provides exposure to U.S. government and corporate bonds while hedging against inflation.
Reputation and Reliability
BlackRock, the issuer of iShares ETFs, is one of the world's largest asset managers, known for its strong reputation and reliable ETF products.
Management Expertise
BlackRock has extensive experience managing fixed-income ETFs, with a deep bench of portfolio managers and analysts.
Investment Objective
Goal
To track the investment results of an index composed of inflation-protected U.S. Treasury bonds and U.S. investment-grade corporate bonds.
Investment Approach and Strategy
Strategy: The ETF aims to track the Bloomberg US TIPS Index (Treasury Inflation Protected Securities) and a portion of the Bloomberg US Aggregate Bond Index.
Composition The ETF holds a mix of Treasury Inflation-Protected Securities (TIPS) and investment-grade corporate bonds.
Market Position
Market Share: AGII holds a moderate market share within the inflation-protected bond ETF category.
Total Net Assets (AUM): 142500000
Competitors
Key Competitors
- Schwab U.S. TIPS ETF (SCHP)
- Vanguard Short-Term Inflation-Protected Securities ETF (VTIP)
- PIMCO Broad US TIPS Index ETF (TIPZ)
Competitive Landscape
The inflation-protected bond ETF market is dominated by a few large players like SCHP and VTIP. AGII offers a slightly different approach by combining TIPS with corporate bonds, providing a potentially different risk/return profile. Advantages include the diversification from corporate bonds, while a disadvantage could be higher correlation to corporate credit risk compared to pure TIPS ETFs.
Financial Performance
Historical Performance: Historical performance data should be sourced directly from the ETF's fund fact sheet or reputable financial data providers. (e.g. 1 year return, 3 year return, 5 year return).
Benchmark Comparison: The ETF's performance should be compared to the Bloomberg US TIPS Index and the Bloomberg US Aggregate Bond Index to assess its tracking effectiveness.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, providing sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's relatively liquid nature.
Market Dynamics
Market Environment Factors
Inflation expectations, interest rate movements, and credit market conditions significantly impact AGII's performance. Higher inflation expectations generally benefit TIPS, while rising interest rates can negatively affect bond prices. Corporate bond performance influences the non-TIPS portion of the portfolio.
Growth Trajectory
The growth trajectory depends on investor demand for inflation protection and the ETF's ability to attract assets in a competitive market. Changes to index construction and portfolio holdings could also affect its future performance.
Moat and Competitive Advantages
Competitive Edge
AGII's competitive advantage lies in its combination of TIPS and investment-grade corporate bonds, providing a more diversified approach to inflation hedging compared to pure TIPS ETFs. This strategy can potentially offer a higher yield than TIPS alone, while still providing some protection against inflation. BlackRock's expertise in fixed-income management and brand recognition further contribute to its competitive standing. However, the blending of asset classes introduces credit risk that pure TIPS ETFs avoid, therefore being a diversification play.
Risk Analysis
Volatility
AGII's volatility is moderate, influenced by both interest rate sensitivity and credit spread fluctuations.
Market Risk
Market risks include interest rate risk (rising rates can decrease bond values), inflation risk (unexpected deflation can hurt TIPS), and credit risk (corporate bond defaults can negatively impact performance).
Investor Profile
Ideal Investor Profile
The ideal investor for AGII is someone seeking to hedge against inflation while maintaining exposure to investment-grade fixed income.
Market Risk
AGII is suitable for long-term investors seeking inflation protection and diversification within a fixed-income portfolio.
Summary
The iShares Inflation Hedged U.S. Aggregate Bond ETF (AGII) provides exposure to both TIPS and corporate bonds, offering a diversified approach to inflation hedging. AGII is managed by BlackRock, a well-known and reputable asset manager. The ETF offers a reasonable expense ratio, however, investors must consider its holdings are more than just government bonds, which introduce some credit risk. It is suited for investors seeking long-term inflation protection within their fixed-income allocation.
Similar Companies
FIP
FTAI Infrastructure Inc.
FIP
FTAI Infrastructure Inc.
SCHP
Schwab U.S. TIPS ETF
SCHP
Schwab U.S. TIPS ETF
TIPZ
PIMCO Broad U.S. TIPS Index Exchange-Traded Fund
TIPZ
PIMCO Broad U.S. TIPS Index Exchange-Traded Fund
VTIP
Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares
VTIP
Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- iShares website
- Bloomberg
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions. Market data and fund information are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares U.S. ETF Trust - iShares Inflation Hedged U.S. Aggregate Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The underlying index is designed to minimize the inflation risk of a portfolio composed of U.S. dollar-denominated, investment-grade bonds. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in component securities and instruments in the fund"s underlying index. It is non-diversified.
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