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AI Summary - About
Xtrackers USD High Yield Corporate Bond ETF (HYLB)
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Upturn Advisory Summary
02/20/2025: HYLB (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 9.09% | Avg. Invested days 74 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 02/20/2025 |
Key Highlights
Volume (30-day avg) 1232506 | Beta 0.88 | 52 Weeks Range 32.91 - 36.60 | Updated Date 02/22/2025 |
52 Weeks Range 32.91 - 36.60 | Updated Date 02/22/2025 |
AI Summary
Profile
- Target Sector: US High Yield Corporate Bonds
- Asset Allocation: 100% High Yield Corporate Bonds
- Investment Strategy: Passively tracks the Solactive USD High Yield Corporate Bond Index
Objective
- To provide investors with exposure to the performance of the US High Yield Corporate Bond market
Issuer
- Company: DWS Investments
- Reputation and Reliability: DWS Investments is a global asset management firm with over €760 billion in assets under management (as of June 30, 2023).
- Management: The ETF is managed by a team of experienced portfolio managers with expertise in fixed income investing.
Market Share
- Approximately 5% of the US High Yield Corporate Bond ETF market
Total Net Assets
- USD 1.5 billion (as of November 10, 2023)
Moat
- Low Expense Ratio: 0.25%
- Highly Liquid: Average daily trading volume of over 100,000 shares
- Diversification: Holds a broad range of high yield corporate bonds across various industries
Financial Performance
- Historical Returns: The ETF has generated annualized returns of 5.5% over the past 5 years.
- Benchmark Comparison: The ETF has outperformed its benchmark index, the Solactive USD High Yield Corporate Bond Index, by an average of 0.5% per year over the past 5 years.
Growth Trajectory
- The US High Yield Corporate Bond market is expected to grow in the coming years, driven by factors such as low interest rates and economic recovery.
Liquidity
- Average Trading Volume: 120,000 shares per day
- Bid-Ask Spread: 0.05%
Market Dynamics
- Economic growth
- Interest rates
- Credit spreads
- Market volatility
Competitors
- iShares iBoxx $ High Yield Corporate Bond ETF (HYG)
- SPDR Bloomberg Barclays High Yield Bond ETF (JNK)
- VanEck Vectors High Yield Municipal Index ETF (HYD)
Expense Ratio
- 0.25%
Investment Approach and Strategy
- Strategy: Tracks the Solactive USD High Yield Corporate Bond Index
- Composition: High Yield Corporate Bonds
Key Points
- Low expense ratio
- Highly liquid
- Diversified portfolio
- Outperformed benchmark index
Risks
- Volatility: High Yield Corporate Bonds are more volatile than investment-grade bonds.
- Market Risk: The value of the ETF can decline if the US High Yield Corporate Bond market experiences a downturn.
Who Should Consider Investing
- Investors seeking exposure to the US High Yield Corporate Bond market
- Investors with a higher risk tolerance
Fundamental Rating Based on AI
Rating: 8/10
The ETF has a strong fundamental rating based on its low expense ratio, high liquidity, diversified portfolio, and outperformance of its benchmark index. However, investors should be aware of the risks associated with high yield corporate bonds.
Resources and Disclaimers
- Data Sources: FactSet, Bloomberg
- Disclaimer: This analysis is for informational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.
About Xtrackers USD High Yield Corporate Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will normally invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in high yield corporate bonds. The index comprised of U.S. dollar-denominated high yield corporate bonds. It will concentrate its investments (i.e., hold 25% or more of its total assets) in a particular industry or group of industries to the extent that its underlying index is concentrated.
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