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Upturn AI SWOT - About
iShares Yield Optimized Bond ETF (BYLD)
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Upturn Advisory Summary
04/01/2025: BYLD (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 8.76% | Avg. Invested days 59 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 76720 | Beta 0.82 | 52 Weeks Range 20.71 - 22.56 | Updated Date 04/2/2025 |
52 Weeks Range 20.71 - 22.56 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares Yield Optimized Bond ETF
ETF Overview
Overview
The iShares Yield Optimized Bond ETF (HYLB) seeks to maximize current income by investing in a diverse portfolio of fixed-income securities, primarily U.S. dollar-denominated high-yield corporate bonds. The ETF aims to deliver a higher yield than broad market bond funds.
Reputation and Reliability
BlackRock is a reputable and reliable global investment management firm with a long track record of managing ETFs.
Management Expertise
BlackRock has extensive expertise in fixed-income investing and employs a large team of experienced portfolio managers.
Investment Objective
Goal
To maximize current income while maintaining capital appreciation.
Investment Approach and Strategy
Strategy: The ETF uses a bottom-up approach to select high-yield corporate bonds believed to offer attractive risk-adjusted returns.
Composition Primarily invests in U.S. dollar-denominated high-yield corporate bonds.
Market Position
Market Share: HYLB has a moderate market share in the high-yield bond ETF sector.
Total Net Assets (AUM): 175960000
Competitors
Key Competitors
- SPDR Portfolio High Yield Bond ETF (SPHY)
- Vanguard High-Yield Corporate Bond ETF (VWEAX)
- iShares Broad USD High Yield Corp Bond ETF (USHY)
Competitive Landscape
The high-yield bond ETF market is competitive, with several large players. HYLB competes on yield optimization, while some competitors focus on broader market exposure or lower fees. HYLB's strength is in active management for higher yield, but this comes with a potentially higher expense ratio and increased risk compared to passively managed index funds.
Financial Performance
Historical Performance: Historical performance data needs to be sourced from financial data providers.
Benchmark Comparison: Benchmark comparison requires access to historical performance data compared to its benchmark.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
The average trading volume for HYLB indicates moderate liquidity.
Bid-Ask Spread
The bid-ask spread for HYLB is generally tight, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate trends, credit spreads, and corporate earnings all influence HYLB's performance.
Growth Trajectory
HYLB's growth depends on investor demand for high-yield bonds and BlackRock's ability to generate returns above the benchmark.
Moat and Competitive Advantages
Competitive Edge
HYLB benefits from BlackRock's strong brand and extensive resources in fixed-income management. Its active management strategy allows for flexibility in selecting bonds and potentially generating higher yields. The ETF's focus on yield optimization differentiates it from broad-based high-yield ETFs. However, the success relies on the portfolio managers' skill in navigating the high-yield market and managing risks.
Risk Analysis
Volatility
HYLB's volatility is generally higher than investment-grade bond ETFs due to its focus on high-yield debt.
Market Risk
HYLB is subject to credit risk, interest rate risk, and market risk associated with high-yield corporate bonds.
Investor Profile
Ideal Investor Profile
HYLB is suitable for investors seeking high current income and willing to accept a higher level of risk than investment-grade bond ETFs.
Market Risk
HYLB may be suitable for long-term investors seeking income, but not for risk-averse investors or those with a short time horizon.
Summary
The iShares Yield Optimized Bond ETF (HYLB) aims to maximize current income through high-yield corporate bonds. BlackRock's management and yield focus offer advantages, but come with higher risk. It's for income-seeking investors comfortable with volatility. Performance depends on BlackRock's bond selection and macroeconomic conditions.
Similar Companies
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
JNK
SPDR® Bloomberg High Yield Bond ETF
JNK
SPDR® Bloomberg High Yield Bond ETF
SPHY
SPDR Portfolio High Yield Bond
SPHY
SPDR Portfolio High Yield Bond
Sources and Disclaimers
Data Sources:
- iShares Website
- BlackRock Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should 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 iShares Yield Optimized 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 the component securities of the underlying index and to-be-announced transactions ("TBAs") that have economic characteristics that are substantially identical to the economic characteristics of the component securities of the underlying index. The underlying index is a broadly diversified fixed-income index that seeks to deliver current income while maintaining long-term capital appreciation.
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