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Upturn AI SWOT - About
Vanguard Total World Bond ETF (BNDW)
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Upturn Advisory Summary
02/07/2025: BNDW (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 -2.32% | Avg. Invested days 34 | 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 02/07/2025 |
Key Highlights
Volume (30-day avg) 148417 | Beta 0.86 | 52 Weeks Range 64.28 - 69.51 | Updated Date 04/5/2025 |
52 Weeks Range 64.28 - 69.51 | Updated Date 04/5/2025 |
Upturn AI SWOT
Vanguard Total World Bond ETF
ETF Overview
Overview
The Vanguard Total World Bond ETF (BNDW) seeks to track the performance of a broad, market-weighted index of investment-grade bonds from around the world, providing diversified exposure to the global bond market.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer known for its low-cost, investor-focused approach.
Management Expertise
Vanguard has extensive experience and expertise in managing bond ETFs, leveraging a large and well-regarded investment management team.
Investment Objective
Goal
To track the performance of a broad, market-weighted index of investment-grade bonds from around the world.
Investment Approach and Strategy
Strategy: The ETF aims to track the Bloomberg Global Aggregate Float Adjusted Composite Index (USD Hedged).
Composition The ETF holds a diversified portfolio of investment-grade government, corporate, and securitized bonds from both developed and emerging markets.
Market Position
Market Share: BNDW holds a significant market share in the global bond ETF category.
Total Net Assets (AUM): 3945713568
Competitors
Key Competitors
- AGGG
- WBND
- GBND
Competitive Landscape
The global bond ETF market is competitive, with BNDW competing on price and breadth of exposure. BNDW's advantage is its low expense ratio and wide diversification. Disadvantages may include slight underperformance compared to more focused ETFs during specific market conditions.
Financial Performance
Historical Performance: Historical performance data is available but past performance does not guarantee future results.
Benchmark Comparison: The ETF's performance is typically compared to the Bloomberg Global Aggregate Float Adjusted Composite Index (USD Hedged).
Expense Ratio: 0.03
Liquidity
Average Trading Volume
The average trading volume of BNDW is moderate, generally providing sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting its liquid nature.
Market Dynamics
Market Environment Factors
Economic growth, inflation, interest rate movements, and currency fluctuations can all impact BNDW's performance.
Growth Trajectory
Growth trends mirror the increasing demand for diversified, low-cost bond exposure. Changes to strategy and holdings are infrequent, reflecting a passive approach.
Moat and Competitive Advantages
Competitive Edge
BNDW's competitive edge lies in its low expense ratio, broad diversification across the global bond market, and the reputation of Vanguard as a trusted ETF provider. These factors attract cost-conscious investors seeking comprehensive bond market exposure. The ETF's passive management style allows it to efficiently track its benchmark index. The vast amount of AUM allows for economies of scale, further reducing costs.
Risk Analysis
Volatility
BNDW's volatility is generally lower than equity ETFs due to its focus on investment-grade bonds.
Market Risk
Market risks include interest rate risk (bond prices fall when rates rise), credit risk (risk of default), and currency risk (though hedged to USD).
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking diversified exposure to the global bond market for income and capital preservation.
Market Risk
BNDW is suitable for long-term investors and passive index followers seeking a core bond allocation.
Summary
The Vanguard Total World Bond ETF (BNDW) offers diversified exposure to the global investment-grade bond market at a very low cost. It is passively managed and seeks to track the performance of the Bloomberg Global Aggregate Float Adjusted Composite Index (USD Hedged). It is well-suited for long-term investors looking for a core bond allocation. However, investors should be aware of the risks, including interest rate and credit risk. Overall, it is a sound choice for diversified, passive income generation.
Similar Companies
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WBND
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Sources and Disclaimers
Data Sources:
- Vanguard.com
- Bloomberg
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 World Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is a fund of funds and employs an indexing investment approach designed to track the performance of the index, which is a custom, USD-hedged index designed to track the market capitalized weights of the global investment-grade bond market and is comprised of the Bloomberg U.S. Aggregate Float Adjusted Index and the Bloomberg Global Aggregate ex-USD Float Adjusted RIC Capped Index.
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