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Upturn AI SWOT - About
iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB)
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Upturn Advisory Summary
04/01/2025: IGSB (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 7.28% | Avg. Invested days 59 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 3758266 | Beta 0.46 | 52 Weeks Range 48.69 - 52.40 | Updated Date 04/1/2025 |
52 Weeks Range 48.69 - 52.40 | Updated Date 04/1/2025 |
Upturn AI SWOT
ETF iShares 1-5 Year Investment Grade Corporate Bond ETF (NASDAQ: LQD)
Overview:
LQD is an exchange-traded fund (ETF) that invests in U.S. dollar-denominated investment-grade corporate bonds with maturities between 1 and 5 years. It aims to provide investors with a broad exposure to the U.S. investment-grade corporate bond market through a diversified portfolio of bonds.
Objective:
The primary objective of LQD is to track the performance of the Markit iBoxx $ Investment Grade 1-5yr Index, which comprises investment-grade corporate bonds with maturities between 1 and 5 years.
Issuer:
The issuer of LQD is BlackRock, the world's largest asset manager. BlackRock has a strong reputation and track record in the ETF industry, with over $10 trillion in assets under management. The ETF is managed by a team of experienced fixed-income portfolio managers with a deep understanding of the corporate bond market.
Market Share & Total Net Assets:
LQD is the largest investment-grade corporate bond ETF by assets under management, with over $54 billion as of November 2023. This represents a significant market share within the investment-grade corporate bond ETF space.
Moat:
LQD's competitive advantages include its size, liquidity, and low expense ratio. These factors make it an attractive option for investors seeking exposure to the investment-grade corporate bond market.
Financial Performance:
LQD has a strong historical performance record, outperforming its benchmark index over the long term. The ETF has delivered an average annual return of 3.8% since its inception in 2002, compared to 3.5% for its benchmark.
Growth Trajectory:
The ETF's assets under management have grown significantly over the past few years, reflecting its popularity among investors. This growth trajectory is expected to continue as investors continue to seek diversification and income-generating opportunities.
Liquidity:
LQD is a highly liquid ETF, with an average daily trading volume of over 10 million shares. This makes it easy for investors to buy and sell the ETF without significant price impact.
Market Dynamics:
The performance of LQD is influenced by various factors, including interest rates, economic growth, and corporate creditworthiness. Rising interest rates can negatively impact bond prices, while strong economic growth and improving creditworthiness can lead to higher returns.
Competitors:
LQD's key competitors include iShares Aaa-A Rated Corporate Bond ETF (QLTA) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT).
Expense Ratio:
LQD has a low expense ratio of 0.15%. This means that investors pay an annual fee of $1.50 for every $1,000 invested in the ETF.
Investment Approach & Strategy:
LQD passively tracks its benchmark index by investing in a representative sample of the bonds included in the index. The ETF holds a diversified portfolio of bonds across various sectors and issuers.
Key Points:
- Largest investment-grade corporate bond ETF by AUM
- Strong historical performance and low expense ratio
- Highly liquid with a diversified portfolio
- Suitable for investors seeking income and diversification
Risks:
- Interest rate risk: Rising interest rates can lead to a decline in bond prices.
- Credit risk: The value of the ETF can be affected by changes in the creditworthiness of the underlying issuers.
- Market risk: The ETF's performance can be influenced by overall market conditions.
Who Should Consider Investing:
LQD is suitable for investors with a medium-term investment horizon who are seeking income and diversification in their portfolio. It is also a good option for investors who want to gain exposure to the investment-grade corporate bond market without the hassle of actively managing a bond portfolio.
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.
Resources:
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 1-5 Year Investment Grade Corporate Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of investment-grade corporate bonds of both U.S. and non-U.S. issuers that are U.S. dollar-denominated and publicly issued in the U.S. domestic market and have a remaining maturity of greater than or equal to one year and less than five years. The fund will invest at least 80% of its assets in the component securities of the index, and the fund 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.
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