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Upturn AI SWOT - About
iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB)
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Upturn Advisory Summary
04/01/2025: IGIB (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
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 4.18% | Avg. Invested days 43 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 2140482 | Beta 1.14 | 52 Weeks Range 47.91 - 52.90 | Updated Date 04/1/2025 |
52 Weeks Range 47.91 - 52.90 | Updated Date 04/1/2025 |
Upturn AI SWOT
iShares 5-10 Year Investment Grade Corporate Bond ETF
ETF Overview
Overview
The iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds with remaining maturities between five and ten years. It provides exposure to a diversified portfolio of corporate bonds, offering a balance between yield and credit risk.
Reputation and Reliability
BlackRock, the issuer, is the world's largest asset manager with a strong reputation and a long track record of providing reliable ETF products.
Management Expertise
BlackRock has a highly experienced and dedicated team of investment professionals managing its ETF offerings, including IGIB.
Investment Objective
Goal
The fund seeks to track the investment results of the ICE BofA 5-10 Year US Corporate Index, which measures the performance of U.S. dollar-denominated investment-grade corporate bonds with maturities between five and ten years.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, meaning it invests in a portfolio of bonds that closely mirrors the composition of its benchmark index.
Composition The ETF's assets consist primarily of U.S. dollar-denominated investment-grade corporate bonds. The fund is broadly diversified across various sectors.
Market Position
Market Share: Insufficient data to calculate precise market share.
Total Net Assets (AUM): 3990000000
Competitors
Key Competitors
- Vanguard Intermediate-Term Corporate Bond ETF (VCIT)
- Schwab Intermediate-Term Corporate Bond ETF (SCHI)
- SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB)
Competitive Landscape
The intermediate-term corporate bond ETF market is competitive, with several large players offering similar products. IGIB offers a straightforward investment strategy tracking a well-known index. Compared to its competitors, IGIB maintains a mid-range AUM size and expense ratio, thus having slight advantages in trading volumes over smaller ETFs, and lower cost than more expensive ones.
Financial Performance
Historical Performance: Historical performance data should be obtained from financial data providers.
Benchmark Comparison: Performance is expected to closely track the ICE BofA 5-10 Year US Corporate Index.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
IGIB exhibits good liquidity, facilitating ease of trading.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating low transaction costs.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and economic growth prospects significantly influence IGIB's performance.
Growth Trajectory
Growth is tied to the overall demand for fixed income, particularly corporate bonds. Changes in strategy are infrequent, focusing on index tracking.
Moat and Competitive Advantages
Competitive Edge
IGIB's advantages include BlackRock's established brand, its low expense ratio, and its focus on the well-defined 5-10 year maturity segment of the corporate bond market. Its replication strategy also ensures close tracking of its benchmark. Its straightforward approach appeals to investors seeking passive exposure to investment-grade corporate bonds. The ETF's large AUM enhances liquidity, making it an attractive choice for institutional and retail investors alike.
Risk Analysis
Volatility
IGIB's volatility is moderate, reflecting the relatively stable nature of investment-grade corporate bonds.
Market Risk
The primary risks include interest rate risk (sensitivity to changes in interest rates) and credit risk (risk of default by bond issuers).
Investor Profile
Ideal Investor Profile
IGIB is suitable for investors seeking a stable income stream and moderate capital appreciation from investment-grade corporate bonds. It is appropriate for those with a moderate risk tolerance.
Market Risk
IGIB is suitable for long-term investors seeking to diversify their fixed-income holdings and passive index followers.
Summary
The iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) provides investors with exposure to a diversified portfolio of U.S. dollar-denominated, investment-grade corporate bonds with maturities between five and ten years. It aims to track the ICE BofA 5-10 Year US Corporate Index. IGIB is managed by BlackRock and offers a low expense ratio. It is suitable for investors seeking a stable income stream and moderate capital appreciation with moderate risk. Its large AUM and high daily volume helps with liquidity.
Similar Companies
- VCIT
- SCHI
- SPIB
- LQD
- IEF
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- Bloomberg.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made after consulting 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 5-10 Year Investment Grade Corporate Bond ETF
Exchange NASDAQ | 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 index, and it will invest at least 90% of its assets in fixed income securities of the types included in the underlying index that BFA believes will help the fund track the index. The fund will invest no more than 10% of its assets in futures, options and swaps contracts that BFA believes will help the fund track the index as well as in fixed income securities other than the types included in the index, but which BFA believes will help the fund track the index.
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