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iShares U.S. ETF Trust - iShares Inflation Hedged High Yield Bond ETF (HYGI)
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Upturn Advisory Summary
03/18/2025: HYGI (1-star) is a SELL. SELL since 2 days. Profits (0.94%). Updated daily EoD!
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
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 6.2% | Avg. Invested days 77 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 03/18/2025 |
Key Highlights
Volume (30-day avg) 6176 | Beta - | 52 Weeks Range 24.32 - 27.11 | Updated Date 03/27/2025 |
52 Weeks Range 24.32 - 27.11 | Updated Date 03/27/2025 |
Upturn AI SWOT
iShares U.S. ETF Trust - iShares Inflation Hedged High Yield Bond ETF
ETF Overview
Overview
The iShares Inflation Hedged High Yield Bond ETF (HYGH) seeks to provide investment results that correspond generally to the price and yield performance of the Bloomberg US High Yield 350MM Capped Index, hedged against inflation expectations. It invests primarily in U.S. dollar-denominated, high yield corporate bonds. It aims to offer inflation protection through its exposure to high yield bonds.
Reputation and Reliability
iShares is a well-established and reputable ETF issuer with a long track record.
Management Expertise
BlackRock, the parent company of iShares, has extensive expertise in asset management and fixed income investing.
Investment Objective
Goal
To track the investment results of an index composed of U.S. dollar-denominated, high yield corporate bonds and hedged against inflation expectations.
Investment Approach and Strategy
Strategy: Tracks a specific index, the Bloomberg US High Yield 350MM Capped Index, hedged against inflation expectations.
Composition Primarily invests in U.S. dollar-denominated, high yield corporate bonds.
Market Position
Market Share: HYGH's market share is relatively small compared to broader high-yield bond ETFs.
Total Net Assets (AUM): 39620000
Competitors
Key Competitors
- SPDR Portfolio High Yield Bond ETF (SPHY)
- iShares Broad USD High Yield Corporate Bond ETF (USHY)
- VanEck High Yield Muni ETF (HYD)
Competitive Landscape
The high-yield bond ETF market is competitive, with many established players. HYGH differentiates itself by hedging against inflation expectations, which can be advantageous in inflationary environments. However, its AUM is significantly smaller than its competitors, and the inflation hedging strategy may not always outperform traditional high-yield bond ETFs.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers and is variable. Generally, high-yield bonds returns are cyclical.
Benchmark Comparison: HYGH's performance should be compared to the Bloomberg US High Yield 350MM Capped Index, hedged against inflation expectations.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
The ETF's average trading volume is relatively low, which can affect execution costs.
Bid-Ask Spread
Due to the low trading volume, the bid-ask spread can be wider compared to more liquid high-yield ETFs.
Market Dynamics
Market Environment Factors
Economic indicators, inflation expectations, credit spreads, and interest rate movements can significantly impact HYGH's performance.
Growth Trajectory
The growth trajectory depends on the demand for inflation-hedged high yield bond products and the overall performance of the high yield bond market. Recent interest rate movements will influence growth.
Moat and Competitive Advantages
Competitive Edge
HYGH's unique focus on hedging against inflation expectations within the high-yield bond space differentiates it from competitors. The ETF's investment strategy is designed to offer protection against rising inflation, potentially making it an attractive option during periods of high inflation. However, the value of the ETF depends on the accuracy of the inflation hedging strategy. The advantage hinges on investors believing that inflation is a significant risk.
Risk Analysis
Volatility
HYGH's volatility is influenced by both high-yield bond market volatility and the effectiveness of the inflation hedging strategy.
Market Risk
HYGH is subject to credit risk (default risk of the underlying bonds) and interest rate risk. The effectiveness of its inflation hedge will influence the overall risk profile.
Investor Profile
Ideal Investor Profile
Investors concerned about inflation eroding the value of their fixed income investments and seeking exposure to high-yield bonds with some inflation protection.
Market Risk
Suitable for investors with a moderate risk tolerance and a long-term investment horizon who believe inflation will be a significant factor.
Summary
The iShares Inflation Hedged High Yield Bond ETF (HYGH) offers a targeted approach to high-yield bond investing by incorporating an inflation hedging strategy. It tracks the Bloomberg US High Yield 350MM Capped Index, hedged against inflation expectations. While its unique focus can be beneficial in inflationary environments, its low AUM and liquidity may pose challenges. It is suited for investors concerned about inflation and seeking high-yield exposure with a degree of protection, but they should be aware of credit and interest rate risks.
Similar Companies
- SPHY
- USHY
- HYD
- JNK
- HYG
Sources and Disclaimers
Data Sources:
- iShares website
- Bloomberg
- Morningstar
- FactSet
Disclaimers:
The data and analysis provided are 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 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 U.S. ETF Trust - iShares Inflation Hedged High Yield Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The underlying index is designed to minimize the inflation risk of a portfolio composed of U.S. dollar-denominated, high yield corporate bonds. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in component securities and instruments in the fund"s underlying index. It is non-diversified.
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