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Upturn AI SWOT - About
iShares ESG Advanced High Yield Corporate Bond ETF (HYXF)
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Upturn Advisory Summary
04/01/2025: HYXF (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 7.88% | Avg. Invested days 78 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 51856 | Beta 0.9 | 52 Weeks Range 41.58 - 47.52 | Updated Date 04/2/2025 |
52 Weeks Range 41.58 - 47.52 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares ESG Advanced High Yield Corporate Bond ETF
ETF Overview
Overview
The iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) seeks to track the investment results of an index composed of U.S. dollar-denominated, high yield corporate bonds with modified ESG screens.
Reputation and Reliability
BlackRock is a reputable and reliable issuer, being one of the largest asset managers globally, with a long track record of managing ETFs.
Management Expertise
BlackRock has a highly experienced management team with expertise in fixed income and ESG investing.
Investment Objective
Goal
The fund seeks to track the investment results of an index composed of U.S. dollar-denominated, high yield corporate bonds with modified ESG screens.
Investment Approach and Strategy
Strategy: HYXF aims to track the investment results of the Bloomberg SASB US High Yield Ex Tobacco, Controversial Weapons & Corporate Governance Disputes Index.
Composition The ETF holds a portfolio of U.S. dollar-denominated high yield corporate bonds, with ESG screens applied.
Market Position
Market Share: HYXF's market share within the high yield ESG bond ETF space is growing, but still smaller compared to non-ESG high yield options.
Total Net Assets (AUM): 335700000
Competitors
Key Competitors
- Xtrackers USD High Yield Corporate Bond ETF (HYLB)
- VanEck Fallen Angel High Yield Bond ETF (ANGL)
- SPDR Portfolio High Yield Corporate Bond ETF (SPHY)
Competitive Landscape
The high yield corporate bond ETF market is competitive. HYXF differentiates itself with its ESG focus, which appeals to socially conscious investors. However, this ESG screen may lead to slightly different performance compared to its non-ESG counterparts. The advantages depend on investors that want exposure to high yield but also want to screen for ESG concerns.
Financial Performance
Historical Performance: Historical performance data needs to be obtained from reliable financial sources. Due to its ESG screening, historical performance may differ from broader high yield indices.
Benchmark Comparison: The ETF's performance should be compared to the Bloomberg SASB US High Yield Ex Tobacco, Controversial Weapons & Corporate Governance Disputes Index to assess tracking efficiency.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
The average trading volume can vary, but it is generally moderate, indicating reasonable liquidity.
Bid-Ask Spread
The bid-ask spread is generally tight but should be monitored to minimize trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, credit spreads, and overall market sentiment significantly influence the ETF's performance, given its focus on high-yield corporate bonds.
Growth Trajectory
The ETF's growth trajectory is tied to the increasing demand for ESG-focused investment products, and any changes to its underlying index or screening methodology.
Moat and Competitive Advantages
Competitive Edge
HYXF benefits from BlackRock's brand recognition and distribution network. Its ESG focus sets it apart from traditional high yield bond ETFs, attracting investors seeking to align their investments with their values. The ETF's screening process, based on SASB standards, adds credibility to its ESG claims. This niche focus allows the ETF to appeal to a distinct investor segment.
Risk Analysis
Volatility
HYXF's volatility is likely to be similar to other high yield bond ETFs, influenced by credit spreads and interest rate sensitivity.
Market Risk
The ETF faces market risk related to overall economic conditions, credit risk associated with high yield bonds, and liquidity risk in less liquid market environments.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking high yield income, has a moderate to high risk tolerance, and desires to incorporate ESG considerations into their investment portfolio.
Market Risk
The ETF is suitable for long-term investors seeking income, but also those who are looking to take more risk. Active traders can use this fund for tactical allocation with high yield credit spreads.
Summary
The iShares ESG Advanced High Yield Corporate Bond ETF provides exposure to U.S. dollar-denominated high yield corporate bonds while incorporating ESG screens. BlackRock manages it which provides more confidence because of their experience in the ETF space. The ETF's performance is tied to credit spreads and interest rate movements. The fund is suitable for investors seeking income and incorporating ESG principles with a higher risk tolerance.
Similar Companies
- HYLB
- ANGL
- SPHY
- USHY
- SJNK
- HYS
- JNK
Sources and Disclaimers
Data Sources:
- iShares Website
- Bloomberg
- Morningstar
- Company Filings
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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 ESG Advanced High Yield Corporate Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is designed to reflect the performance of U.S. dollar-denominated high yield corporate bonds of issuers with favorable ESG ratings, as identified by the index Provider, while applying additional screens. The fund will invest at least 80% of its assets in the component securities of the underlying index, and it will invest at least 90% of its assets in fixed income securities of the types included in the underlying index.
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