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BBCB

JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB)

$45.79

Delayed price

PASS

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Pass (Skip investing)

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Upturn Advisory Summary

10/21/2024: BBCB (1-star) is currently NOT-A-BUY. Pass it for now.

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 2.51%

Avg. Invested days 37

Today’s Advisory PASS

Upturn Star Rating

Upturn Advisory Performance

3.0

ETF Returns Performance

1.0

Profits based on simulation

Last Close 10/21/2024

Key Highlights

Volume (30-day avg) 4404	Beta 1.21	52 Weeks Range 42.01 - 46.08	Updated Date 04/1/2025
52 Weeks Range 42.01 - 46.08	Updated Date 04/1/2025

Upturn AI SWOT

JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF

ETF Overview

Overview

The JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBIG) seeks to track the investment results of the Bloomberg US Corporate Investment Grade Index, providing exposure to U.S. dollar-denominated, investment-grade corporate bonds. The fund focuses on providing diversified exposure to the investment-grade corporate bond market.

Reputation and Reliability

JPMorgan is a well-established and reputable financial institution with a long history of managing investment products.

Management Expertise

JPMorgan has a team of experienced professionals dedicated to managing fixed-income investments.

Investment Objective

Goal

The ETF's primary goal is to track the performance of the Bloomberg US Corporate Investment Grade Index.

Investment Approach and Strategy

Strategy: The ETF employs a passive management strategy, aiming to replicate the index's composition and weighting.

Composition The ETF holds a diversified portfolio of U.S. dollar-denominated, investment-grade corporate bonds.

Market Position

Market Share: BBIG has a moderate market share within the investment-grade corporate bond ETF category.

Total Net Assets (AUM): 794000000

Competitors

Key Competitors

LQD
VCSH
IGIB
AGG

Competitive Landscape

The investment-grade corporate bond ETF market is highly competitive, with several established players. BBIG competes on expense ratio and tracking the underlying index. BBIG benefits from JPMorgan's brand recognition but faces stiff competition from larger, more established ETFs with greater liquidity and lower expense ratios.

Financial Performance

Historical Performance: Past performance does not guarantee future results. Review historical data for a complete picture.

Benchmark Comparison: The ETF's performance closely tracks the Bloomberg US Corporate Investment Grade Index.

Expense Ratio: 0.04

Liquidity

Average Trading Volume

The ETF's average trading volume is moderate, indicating reasonable liquidity for most investors.

Bid-Ask Spread

The bid-ask spread is typically narrow, reflecting sufficient liquidity and efficient trading.

Market Dynamics

Market Environment Factors

Economic growth, interest rate movements, and credit spreads significantly impact the ETF's performance.

Growth Trajectory

The ETF's growth is tied to investor demand for fixed-income exposure and JPMorgan's ability to attract assets.

Moat and Competitive Advantages

Competitive Edge

BBIG's competitive advantage lies in its very low expense ratio, offered by a reputable issuer, providing cost-effective access to the investment-grade corporate bond market. Its strategy of closely tracking the benchmark index reduces tracking error. JPMorgan's strong brand and distribution network support its market presence. However, it must overcome existing competitors with larger AUMs.

Risk Analysis

Volatility

The ETF's volatility is relatively low, reflecting the stability of investment-grade corporate bonds.

Market Risk

The ETF is exposed to interest rate risk, credit risk, and market risk, which can impact its value.

Investor Profile

Ideal Investor Profile

The ideal investor is a risk-averse individual or institution seeking stable income and diversified exposure to the investment-grade corporate bond market.

Market Risk

The ETF is suitable for long-term investors seeking passive income and diversification, and those who are comfortable with moderate interest rate risk.

Summary

JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBIG) offers exposure to the investment-grade corporate bond market with a low expense ratio. The ETF tracks the Bloomberg US Corporate Investment Grade Index and provides diversification benefits. Investors should consider the interest rate risk and credit risk associated with corporate bonds. BBIG is suitable for investors seeking stable income and moderate risk within a well-diversified portfolio.

Similar Companies

LQD
VCSH
IGIB
AGG
IEF
USIG

Sources and Disclaimers

Data Sources:

JPMorgan Asset Management
Bloomberg
ETF.com
Morningstar

Disclaimers:

The information provided is for informational purposes only and does not constitute financial advice. Investments involve risk, including the potential loss of principal. Past performance is not indicative of future results.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF

Exchange NYSE ARCA	Headquaters -
IPO Launch date -	CEO -
Sector -	Industry -	Full time employees -	Website
Full time employees -	Website

The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index is market capitalization weighted and is designed to measure the performance of U.S. dollar denominated investment grade corporate debt publicly issued in the U.S. domestic market. The underlying index is a component of the Bloomberg U.S. Credit and Bloomberg U.S. Aggregate indices.

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Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.