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JPMorgan BetaBuilders U.S. Aggregate Bond ETF (JAGG)
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Upturn Advisory Summary
04/01/2025: JAGG (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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -1.82% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 150426 | Beta 1 | 52 Weeks Range 42.76 - 46.91 | Updated Date 04/1/2025 |
52 Weeks Range 42.76 - 46.91 | Updated Date 04/1/2025 |
Upturn AI SWOT
JPMorgan BetaBuilders U.S. Aggregate Bond ETF
ETF Overview
Overview
The JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) seeks to track the performance of the Bloomberg U.S. Aggregate Bond Index, which represents a broad range of investment-grade U.S. bonds. Its focus is on providing diversified exposure to the U.S. investment-grade fixed income market, including government, corporate, and mortgage-backed securities. BBAG aims for broad market exposure with a passive investment strategy.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with a long track record in asset management.
Management Expertise
JPMorgan has a deep team of experienced portfolio managers and analysts dedicated to fixed income investing.
Investment Objective
Goal
The primary investment goal is to replicate the performance of the Bloomberg U.S. Aggregate Bond Index.
Investment Approach and Strategy
Strategy: BBAG employs a passive investment strategy, aiming to replicate the returns of the Bloomberg U.S. Aggregate Bond Index.
Composition The ETF holds a diversified portfolio of U.S. investment-grade bonds, including government, corporate, and mortgage-backed securities.
Market Position
Market Share: BBAG's market share is smaller compared to larger, more established aggregate bond ETFs.
Total Net Assets (AUM): 383000000
Competitors
Key Competitors
- iShares Core U.S. Aggregate Bond ETF (AGG)
- Vanguard Total Bond Market ETF (BND)
- Schwab U.S. Aggregate Bond ETF (SCHZ)
Competitive Landscape
The aggregate bond ETF market is highly competitive, dominated by a few large players. BBAG faces challenges in gaining market share due to the established presence and brand recognition of competitors like AGG and BND. BBAG may compete on expense ratio or tracking error, but its relatively smaller size limits its advantages. Advantages include JPM's brand, and a solid product offering at reasonable cost. Disadvantages include lack of name recognition relative to Vanguard and Blackrock.
Financial Performance
Historical Performance: Historical performance data should be readily available from financial data providers (e.g., Bloomberg, Morningstar, Yahoo Finance).
Benchmark Comparison: Compare BBAG's returns to the Bloomberg U.S. Aggregate Bond Index to evaluate tracking efficiency.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
BBAG's average trading volume is moderate, and is usually sufficient for most investors.
Bid-Ask Spread
BBAG generally has a fairly tight bid-ask spread, reflecting the overall liquidity of the U.S. bond market.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and inflation expectations influence BBAG's performance. Rising interest rates typically negatively impact bond prices, while falling rates have a positive impact.
Growth Trajectory
BBAG's growth trajectory is dependent on investor demand for broad U.S. bond market exposure, influenced by macroeconomic conditions and investor sentiment. BBAG's growth follows JPM's strategy of having a full and competitive offering of index ETF products.
Moat and Competitive Advantages
Competitive Edge
BBAG benefits from JPMorgan's strong brand and distribution network, providing a competitive edge. The ETF's low expense ratio can attract cost-conscious investors. It provides access to a broadly diversified portfolio of U.S. investment-grade bonds, making it suitable for investors seeking stability and income. It follows a well-established index allowing predictable performance. These features may attract investors looking for passive, low-cost exposure to the U.S. bond market.
Risk Analysis
Volatility
BBAG's volatility is generally low, reflecting the stability of investment-grade bonds.
Market Risk
BBAG is subject to interest rate risk (rising rates can lower bond values), credit risk (risk of issuers defaulting), and inflation risk (inflation erodes bond yields).
Investor Profile
Ideal Investor Profile
BBAG is suitable for investors seeking broad exposure to the U.S. investment-grade bond market with a low-cost, passive investment approach.
Market Risk
BBAG is best suited for long-term investors seeking stable income and diversification, and can also be used as a core holding in a portfolio.
Summary
JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) offers a low-cost and diversified exposure to the U.S. investment-grade bond market, tracking the Bloomberg U.S. Aggregate Bond Index. It is managed by JPMorgan, a reputable financial institution. BBAG is appropriate for long-term investors seeking stability and income. While it is a solid offering with a low expense ratio, it competes in a market dominated by established players such as AGG and BND.
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
IUSB
iShares Core Total USD Bond Market ETF
IUSB
iShares Core Total USD Bond Market ETF
SCHZ
Schwab U.S. Aggregate Bond ETF
SCHZ
Schwab U.S. Aggregate Bond ETF
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management
- Bloomberg
- Morningstar
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 JPMorgan BetaBuilders U.S. Aggregate Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The underlying index covers the U.S. investment grade fixed rate bond market, with index components for government and corporate securities, mortgage pass-through securities, and asset-backed securities. The fund will invest at least 80% of its assets in securities included in the underlying index.
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