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JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG)
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Upturn Advisory Summary
04/01/2025: BBAG (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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -1.48% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 150425 | Beta 1 | 52 Weeks Range 42.61 - 46.75 | Updated Date 04/1/2025 |
52 Weeks Range 42.61 - 46.75 | Updated Date 04/1/2025 |
Upturn AI SWOT
JPMorgan BetaBuilders U.S. Aggregate Bond ETF
ETF Overview
Overview
The JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BB Aggregate) seeks to track the investment results of the Bloomberg U.S. Aggregate Bond Index. It provides exposure to a broad range of investment-grade U.S. bonds, offering a diversified fixed-income portfolio.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with a long history of managing investment funds.
Management Expertise
JPMorgan has a team of experienced portfolio managers and analysts dedicated to fixed-income investments.
Investment Objective
Goal
To track the investment results of the Bloomberg U.S. Aggregate Bond Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive investment strategy, aiming to replicate the performance of the underlying index.
Composition The ETF primarily holds U.S. investment-grade bonds, including government, corporate, mortgage-backed, and asset-backed securities.
Market Position
Market Share: Market share varies over time, but BB Aggregate is a smaller player compared to larger, more established aggregate bond ETFs.
Total Net Assets (AUM): 561700000
Competitors
Key Competitors
- iShares Core U.S. Aggregate Bond ETF (AGG)
- Vanguard Total Bond Market ETF (BND)
- Schwab U.S. Aggregate Bond ETF (SCHZ)
Competitive Landscape
The aggregate bond ETF market is highly competitive, dominated by large, low-cost providers like iShares and Vanguard. BB Aggregate offers similar exposure but may have a slightly different expense ratio or tracking error. The advantages are in brand recognition and potential for some investors to be tied to JPMorgan's ecosystem. Disadvantages are in the smaller AUM and less established track record.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers.
Benchmark Comparison: Benchmark comparison needs to be retrieved from financial data providers, and compared to the Bloomberg U.S. Aggregate Bond Index.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
The average trading volume provides sufficient liquidity for most investors, ensuring relatively easy entry and exit.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the liquidity of the underlying bond market.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and economic growth influence the performance of the ETF. Changes in monetary policy and credit spreads also have an impact.
Growth Trajectory
The growth trajectory depends on the overall demand for fixed-income investments and the ETF's ability to attract assets. Changes to strategy and holdings are disclosed in fund prospectuses and reports.
Moat and Competitive Advantages
Competitive Edge
BB Aggregate benefits from JPMorgan's brand and distribution network, which can attract investors. It aims to provide a low-cost, passive exposure to the U.S. aggregate bond market. While not dramatically different from its competitors, its slightly different weighting methodologies could lead to modest outperformance or underperformance. The brand name of JPMorgan and the low expense ratio can serve as attractants.
Risk Analysis
Volatility
The ETF's volatility is generally low due to the investment-grade nature of its holdings. Volatility is highly correlated with interest rate volatility.
Market Risk
The ETF is subject to interest rate risk (rising rates can decrease bond values) and credit risk (the risk of bond issuers defaulting).
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking diversified exposure to the U.S. investment-grade bond market. It's ideal for those looking for stable income and capital preservation.
Market Risk
The ETF is suitable for long-term investors, passive index followers, and those seeking to balance a portfolio with fixed-income assets.
Summary
The JPMorgan BetaBuilders U.S. Aggregate Bond ETF offers a low-cost and efficient way to access the broad U.S. investment-grade bond market. It passively tracks the Bloomberg U.S. Aggregate Bond Index, providing diversification and stability. While it faces competition from larger, more established ETFs, its low expense ratio and JPMorgan's brand recognition make it a viable option for investors seeking fixed-income exposure. Investors should consider interest rate risk and credit risk when investing in this ETF. It is best suited for long-term investors.
Similar Companies
AGG
iShares Core U.S. Aggregate Bond ETF
AGG
iShares Core U.S. Aggregate Bond ETF
BND
Vanguard Total Bond Market Index Fund ETF Shares
BND
Vanguard Total Bond Market Index Fund ETF Shares
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
SCHZ
Schwab U.S. Aggregate Bond ETF
SCHZ
Schwab U.S. Aggregate Bond ETF
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management Website
- Bloomberg
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Market conditions can change rapidly, and investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor.
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 JPMorgan BetaBuilders 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 covers the U.S. investment grade fixed rate bond market, with index components for government and corporate securities, mortgage pass-through securities, and asset-backed securities. The fund will invest at least 80% of its assets in securities included in the underlying index.
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