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Upturn AI SWOT - About
iShares Core Total USD Bond Market ETF (IUSB)
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Upturn Advisory Summary
04/01/2025: IUSB (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 -0.18% | Avg. Invested days 34 | 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) 2955290 | Beta 0.98 | 52 Weeks Range 42.59 - 46.48 | Updated Date 04/2/2025 |
52 Weeks Range 42.59 - 46.48 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares Core Total USD Bond Market ETF
ETF Overview
Overview
The iShares Core Total USD Bond Market ETF (IUSB) seeks to track the investment results of an index composed of the total U.S. dollar-denominated investment-grade bond market. It provides broad exposure to the U.S. investment-grade bond market, covering government, corporate, and securitized debt. The fund offers a diversified portfolio and is used as a core building block for fixed-income allocations.
Reputation and Reliability
iShares is a reputable and reliable ETF issuer with a long track record and a wide range of ETF offerings.
Management Expertise
iShares, a division of BlackRock, has extensive experience and expertise in managing fixed-income ETFs, benefiting from BlackRock's global resources and investment capabilities.
Investment Objective
Goal
To track the investment results of an index composed of the total U.S. dollar-denominated investment-grade bond market.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the performance of the Bloomberg US Aggregate Bond Index.
Composition The ETF holds a diversified portfolio of U.S. dollar-denominated investment-grade bonds, including U.S. Treasuries, government-related securities, corporate bonds, and mortgage-backed securities.
Market Position
Market Share: IUSB has a significant market share in the total U.S. bond market ETF category.
Total Net Assets (AUM): 116800000000
Competitors
Key Competitors
- Vanguard Total Bond Market ETF (BND)
- Schwab U.S. Aggregate Bond ETF (SCHZ)
Competitive Landscape
The ETF industry for U.S. aggregate bond market is highly competitive. IUSB, BND, and SCHZ are the top competitors. IUSB offers broad market exposure but has a slightly higher expense ratio than SCHZ, while BND has the largest AUM and a slightly lower expense ratio.
Financial Performance
Historical Performance: Historical performance data should be reviewed directly from financial data providers for different time periods to fully understand the fund's track record.
Benchmark Comparison: The ETF's performance closely tracks the Bloomberg US Aggregate Bond Index, reflecting its passive management approach.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
IUSB exhibits high liquidity with substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread for IUSB is generally tight, reflecting its high liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Interest rate movements, economic growth, inflation expectations, and credit spreads significantly affect the performance of IUSB.
Growth Trajectory
The fund's growth trajectory is influenced by the overall health of the U.S. bond market and investor demand for fixed-income investments.
Moat and Competitive Advantages
Competitive Edge
IUSB's competitive advantage lies in its broad market exposure, low expense ratio, and the backing of a reputable issuer like iShares. It offers investors a simple and cost-effective way to access the entire U.S. investment-grade bond market. iShares' brand recognition and extensive distribution network also contribute to its competitive strength. The fund's high liquidity and tight bid-ask spreads make it attractive to both institutional and retail investors.
Risk Analysis
Volatility
IUSB's volatility is generally low, reflecting the stability of investment-grade bonds; however, it is still sensitive to interest rate changes.
Market Risk
The primary market risk associated with IUSB is interest rate risk, where rising interest rates can lead to a decline in bond prices.
Investor Profile
Ideal Investor Profile
The ideal investor for IUSB is a risk-averse investor seeking broad exposure to the U.S. investment-grade bond market as a core holding in a diversified portfolio.
Market Risk
IUSB is suitable for long-term investors and passive index followers seeking stable returns and capital preservation.
Summary
iShares Core Total USD Bond Market ETF (IUSB) provides broad exposure to the U.S. investment-grade bond market. It is passively managed, tracking the Bloomberg US Aggregate Bond Index. IUSB is highly liquid with a low expense ratio, making it a cost-effective choice. It is well suited for risk-averse investors seeking a core fixed-income holding, but performance is affected by interest rate movements. Backed by BlackRock's iShares, IUSB is a reliable and widely used investment vehicle.
Similar Companies
AGG
iShares Core U.S. Aggregate Bond ETF
AGG
iShares Core U.S. Aggregate Bond ETF
BND
Vanguard Total Bond Market Index Fund ETF Shares
BND
Vanguard Total Bond Market Index Fund ETF Shares
SCHZ
Schwab U.S. Aggregate Bond ETF
SCHZ
Schwab U.S. Aggregate Bond ETF
Sources and Disclaimers
Data Sources:
- iShares official website
- Bloomberg
- Morningstar
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered as financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market conditions and past performance are not indicative of future results.
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 Core Total USD Bond Market 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 underlying index and to-be-announced transactions ("TBAs") that have economic characteristics that are substantially identical to the economic characteristics of the component securities of the underlying index. The index measures the performance of U.S. dollar-denominated taxable bonds that are rated either investment-grade or high yield.
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