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Upturn AI SWOT - About
iShares BBB Rated Corporate Bond ETF (LQDB)
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Upturn Advisory Summary
04/01/2025: LQDB (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 -1.88% | Avg. Invested days 31 | 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) 1218 | Beta 1.17 | 52 Weeks Range 79.64 - 87.04 | Updated Date 04/2/2025 |
52 Weeks Range 79.64 - 87.04 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares BBB Rated Corporate Bond ETF
ETF Overview
Overview
The iShares BBB Rated Corporate Bond ETF (NYSEARCA: LQDE) seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds that have a BBB credit rating.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and extensive experience in the ETF market.
Management Expertise
BlackRock has a dedicated team of investment professionals with expertise in fixed income investing and ETF management.
Investment Objective
Goal
To track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds that have a BBB credit rating.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the ICE US Corp BBB Index.
Composition The ETF holds a portfolio of BBB-rated U.S. dollar-denominated corporate bonds.
Market Position
Market Share: LQDE's market share within the BBB-rated corporate bond ETF segment is significant but varies based on segment definitions used by different data providers.
Total Net Assets (AUM): 2544400000
Competitors
Key Competitors
- Vanguard Intermediate-Term Corporate Bond ETF (VCIT)
- iShares Intermediate-Term Corporate Bond ETF (IGIB)
- SPDR Portfolio Intermediate Term Corporate Bond ETF (ITRM)
Competitive Landscape
The BBB-rated corporate bond ETF market is competitive, with several established players. LQDE benefits from BlackRock's brand recognition and scale, but faces competition from lower-cost alternatives like VCIT. A potential disadvantage includes a higher expense ratio than some peers. The competitive landscape is broad and depends on inclusion criteria.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable sources such as BlackRock's website or financial data providers; typically displayed as a percentage.
Benchmark Comparison: Benchmark comparison should be obtained from reliable sources such as BlackRock's website or financial data providers; typically displayed as a percentage against the ICE US Corp BBB Index.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
LQDE demonstrates good liquidity with a healthy average trading volume, facilitating efficient trading for investors.
Bid-Ask Spread
The typical bid-ask spread is generally tight, reflecting reasonable liquidity and minimizing trading costs.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and GDP growth, along with sector-specific developments and credit spread movements, significantly impact LQDE's performance.
Growth Trajectory
LQDE's growth trajectory is closely linked to investor demand for BBB-rated corporate bonds, which are influenced by macroeconomic conditions and credit market sentiment. The ETF has not had any changes to strategy or holdings.
Moat and Competitive Advantages
Competitive Edge
LQDE's competitive edge stems from BlackRock's established brand, deep expertise in fixed-income investing, and large asset base, which enables efficient trading and economies of scale. The ETF's focused exposure to BBB-rated corporate bonds caters to investors seeking a specific risk-return profile within the investment-grade universe. The ETF strategy offers BBB investment grade to complement a broader strategy. BlackRock also offers a wider suite of fixed-income ETFs allowing investors to further diversify their portfolios.
Risk Analysis
Volatility
LQDE's volatility is moderate, reflecting the risk profile of BBB-rated corporate bonds, which are subject to credit risk and interest rate risk.
Market Risk
The primary market risks are interest rate risk (bond prices decline when rates rise) and credit risk (issuers may default). Rating downgrades can affect the price of the ETF's bonds.
Investor Profile
Ideal Investor Profile
The ideal investor profile is someone seeking income with a moderate risk tolerance, who understands fixed-income investments, and is looking for diversified exposure to BBB-rated corporate bonds.
Market Risk
LQDE is most suitable for long-term investors seeking income and diversification, or for active traders who have an informed view about future corporate bond risks and return opportunities.
Summary
The iShares BBB Rated Corporate Bond ETF (LQDE) provides targeted exposure to U.S. dollar-denominated, investment-grade corporate bonds rated BBB. It is managed by BlackRock, a reputable ETF provider, and offers moderate income potential with moderate risk. The ETF's performance is influenced by interest rates, credit spreads, and macroeconomic conditions. LQDE could be suitable for investors seeking diversified BBB exposure with relatively low expense ratio compared to actively managed funds, or investors building a fixed income ladder.
Similar Companies
- VCIT
- IGIB
- ITRM
- LQD
- AGG
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- Morningstar
- Bloomberg
- ETF.com
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market data and other information may be delayed. 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 iShares BBB Rated Corporate Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its assets in the component securities of the underlying 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 the advisor believes will help the fund track the underlying index. The fund is non-diversified.
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