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Upturn AI SWOT - About
iShares 0-5 Year High Yield Corporate Bond ETF (SHYG)
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Upturn Advisory Summary
04/01/2025: SHYG (2-star) is currently NOT-A-BUY. Pass it for now.
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
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 10.95% | Avg. Invested days 99 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 1451064 | Beta 0.57 | 52 Weeks Range 38.77 - 42.77 | Updated Date 04/2/2025 |
52 Weeks Range 38.77 - 42.77 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares 0-5 Year High Yield Corporate Bond ETF
ETF Overview
Overview
The iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) seeks to track the investment results of an index composed of U.S. dollar-denominated, high yield corporate bonds with remaining maturities between zero and five years. It offers exposure to short-term, high yield debt, focusing on providing current income.
Reputation and Reliability
BlackRock is a reputable and reliable issuer, being the world's largest asset manager with a long track record of managing ETFs.
Management Expertise
BlackRock has extensive expertise in fixed income management, with a large team of portfolio managers and analysts dedicated to this asset class.
Investment Objective
Goal
To track the investment results of an index composed of U.S. dollar-denominated, high yield corporate bonds with remaining maturities between zero and five years.
Investment Approach and Strategy
Strategy: The ETF aims to track the ICE 0-5 Year USD High Yield Constrained Index.
Composition The ETF holds a diversified portfolio of short-term, high yield corporate bonds, primarily denominated in U.S. dollars.
Market Position
Market Share: The market share of SHYG in the short-term high yield bond ETF market is notable, but not dominant.
Total Net Assets (AUM): 1770000000
Competitors
Key Competitors
- Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP)
- SPDR Portfolio Short Term High Yield Bond ETF (SPHY)
Competitive Landscape
The short-term high yield ETF market is competitive. SHYG's advantages include BlackRock's brand recognition and large AUM. Disadvantages may include a slightly higher expense ratio compared to some competitors.
Financial Performance
Historical Performance: Historical performance data (annualized): 1-year: 10.25%; 3-year: 3.20%; 5-year: 3.50%; 10-year: 4.10%. Past performance is not indicative of future results.
Benchmark Comparison: The ETF's performance generally tracks the ICE 0-5 Year USD High Yield Constrained Index closely, with slight deviations due to expenses and fund management.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
The average daily trading volume for SHYG is relatively high, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread for SHYG is generally tight, reflecting its liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and credit spreads significantly influence SHYG's performance. Risk sentiment in the market and outlook for high yield issuers have a significant impact.
Growth Trajectory
Growth trends for SHYG are tied to investor demand for short-term, high yield fixed income. Changes to strategy are infrequent, focusing on maintaining alignment with the index.
Moat and Competitive Advantages
Competitive Edge
SHYG benefits from BlackRock's established presence and expertise in fixed income. Its focus on short-term high yield bonds provides a specific niche for investors seeking income with lower duration risk. The ETF offers a diversified portfolio, reducing single-issuer risk. The fund's large AUM contributes to economies of scale, potentially lowering trading costs.
Risk Analysis
Volatility
SHYG exhibits moderate volatility, influenced by fluctuations in high yield credit spreads and interest rates.
Market Risk
Specific risks include credit risk (default risk of issuers), interest rate risk (although mitigated by the short duration), and liquidity risk (potential difficulty in selling holdings during periods of market stress).
Investor Profile
Ideal Investor Profile
The ideal investor for SHYG is someone seeking current income with a lower interest rate sensitivity compared to longer-duration bond funds. Investors who have a short time horizon and want high yield exposure will find this ETF appropriate.
Market Risk
SHYG is suitable for both long-term investors seeking a steady income stream and active traders looking for tactical exposure to the high yield market.
Summary
SHYG offers targeted exposure to short-term high yield corporate bonds, providing investors with current income and reduced interest rate risk. The ETF is managed by BlackRock, a reputable issuer with extensive fixed income expertise. It generally tracks its benchmark index closely, offering a diversified portfolio of short-dated high yield debt. SHYG is suitable for investors seeking income and capital preservation, particularly in a rising interest rate environment.
Similar Companies
- BSJP
- SPHY
- HYGV
- ANGL
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and consultation with a financial advisor. Past performance is not indicative of future results. Market data may be delayed.
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 0-5 Year High Yield Corporate Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is designed to reflect the performance of U.S. dollar-denominated high yield corporate debt. The fund will invest 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 BFA believes will help the fund track the underlying index.
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