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Vanguard Total Bond Market Index Fund ETF Shares (BND)BND
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Upturn Advisory Summary
09/18/2024: BND (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 2.7% | Upturn Advisory Performance  3 | Avg. Invested days: 37 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 2.7% | Avg. Invested days: 37 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 5843880 | Beta 0.99 |
52 Weeks Range 65.81 - 75.67 | Updated Date 09/19/2024 |
52 Weeks Range 65.81 - 75.67 | Updated Date 09/19/2024 |
AI Summarization
ETF Vanguard Total Bond Market Index Fund ETF Shares (BND) Overview
Profile:
Focus: BND aims to track the performance of the Bloomberg U.S. Aggregate Bond Index. It provides broad exposure to the US investment-grade bond market, including government, corporate, and mortgage-backed securities.
Asset Allocation: The ETF primarily invests in US Treasury bonds, followed by agency mortgage-backed securities and corporate bonds.
Investment Strategy: BND utilizes a passive indexing strategy, aiming to replicate the underlying index by holding similar assets in the same proportions.
Objective:
The primary investment goal of BND is to provide investors with a diversified and low-cost way to gain exposure to the broad US bond market.
Issuer:
Vanguard:
Reputation and Reliability: Vanguard is a highly respected and well-established investment firm with a strong track record of providing low-cost and innovative investment products.
Management: Vanguard's experienced and knowledgeable management team has a deep understanding of the bond market and expertise in managing passive index funds.
Market Share:
BND is the largest US bond ETF, with a market share exceeding 35% as of November 2023.
Total Net Assets:
BND has over $350 billion in assets under management as of November 2023.
Moat:
Low Expense Ratio: BND's expense ratio of 0.03% is significantly lower than most actively managed bond funds, offering significant cost savings to investors.
Diversification: BND provides broad diversification across the US bond market, reducing individual issuer and sector risks.
Liquidity: BND's high trading volume and tight bid-ask spread make it a highly liquid ETF, facilitating easy buying and selling.
Financial Performance:
Historical Performance: BND has historically delivered competitive returns with lower volatility compared to the broader bond market.
Benchmark Comparison: BND closely tracks the performance of its benchmark, the Bloomberg U.S. Aggregate Bond Index, with minimal tracking error.
Growth Trajectory:
The US bond market is expected to continue growing in the long term, driven by factors such as population aging and increasing demand for fixed-income investments. This trend could benefit BND's future growth.
Liquidity:
Average Trading Volume: BND's average daily trading volume exceeds $30 billion, demonstrating its high liquidity.
Bid-Ask Spread: BND typically maintains a very tight bid-ask spread, indicating low transaction costs.
Market Dynamics:
Economic Indicators: BND's performance is influenced by factors such as interest rates, inflation, and economic growth.
Sector Growth Prospects: The outlook for the US bond market remains positive due to steady economic growth and increasing investor demand for fixed-income investments.
Competitors:
- iShares Core U.S. Aggregate Bond ETF (AGG)
- SPDR Bloomberg Barclays Aggregate Bond ETF (AGG)
- Schwab Total Bond Market ETF (SCHZ)
Expense Ratio:
BND’s expense ratio is 0.03%.
Investment Approach and Strategy:
Strategy: BND employs a passive indexing strategy, tracking the Bloomberg U.S. Aggregate Bond Index.
Composition: The ETF primarily holds US Treasury bonds, mortgage-backed securities, and corporate bonds.
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 Vanguard Total Bond Market Index Fund ETF Shares
This index measures the performance of a wide spectrum of public, investment-grade, taxable, fixed income securities in the United States-including government, corporate, and international dollar-denominated bonds, as well as mortgage-backed and asset-backed securities-all with maturities of more than 1 year. All of the fund's investments will be selected through the sampling process, and at least 80% of its assets will be invested in bonds held in the index.
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