Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
02/28/2025: SLQD (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
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 8.5% | Avg. Invested days 84 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 02/28/2025 |
Key Highlights
Volume (30-day avg) 226400 | Beta 0.38 | 52 Weeks Range 47.02 - 50.30 | Updated Date 04/2/2025 |
52 Weeks Range 47.02 - 50.30 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares 0-5 Year Investment Grade Corporate Bond ETF
ETF Overview
Overview
The iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds with remaining maturities between zero and five years. It offers targeted exposure to short-term corporate bonds and can be used to manage interest rate risk.
Reputation and Reliability
BlackRock is one of the largest and most reputable asset managers globally, known for its extensive ETF offerings and track record.
Management Expertise
BlackRock has a team of experienced investment professionals managing its ETF portfolios, leveraging their expertise in fixed income and asset allocation.
Investment Objective
Goal
The ETF aims to provide investment results that correspond to the price and yield performance of the ICE US Corporate 0-5 Year Index.
Investment Approach and Strategy
Strategy: The ETF tracks a specific index: ICE US Corporate 0-5 Year Index.
Composition The ETF holds a portfolio of U.S. dollar-denominated, investment-grade corporate bonds with remaining maturities between zero and five years.
Market Position
Market Share: SLQD holds a significant market share within the short-term investment-grade corporate bond ETF segment.
Total Net Assets (AUM): 11388000000
Competitors
Key Competitors
- Vanguard Short-Term Corporate Bond ETF (VCSH)
- SPDR Portfolio Short Term Corporate Bond ETF (SPSB)
- PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT)
Competitive Landscape
The short-term corporate bond ETF market is competitive, with SLQD, VCSH, and SPSB being major players. SLQD offers deep liquidity but may have slightly higher expense ratio compared to some competitors. VCSH is known for its low cost, while SPSB is a cost-effective SPDR offering. MINT takes an actively managed approach, which may have varying level of performances.
Financial Performance
Historical Performance: SLQD has generally provided stable returns, consistent with its investment in short-term investment-grade corporate bonds. The returns are reflective of low interest rate risk.
Benchmark Comparison: SLQD's performance closely tracks its benchmark index, the ICE US Corporate 0-5 Year Index, with minimal tracking error.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
SLQD exhibits high liquidity, demonstrated by its robust average daily trading volume.
Bid-Ask Spread
SLQD typically features a narrow bid-ask spread, indicating lower trading costs.
Market Dynamics
Market Environment Factors
SLQD's performance is influenced by interest rate movements, credit spreads, and overall economic conditions. Changes in monetary policy and corporate earnings can impact bond yields and credit quality.
Growth Trajectory
SLQD's growth is linked to investor demand for short-term fixed income exposure and the perceived safety of investment-grade corporate bonds. Increased interest in managing interest rate risk can also drive inflows.
Moat and Competitive Advantages
Competitive Edge
SLQD's competitive edge stems from BlackRock's established brand, extensive ETF lineup, and deep trading liquidity. Its scale allows for tight tracking of its benchmark index. SLQD also benefits from the overall preference for passive ETFs offering cost efficiency. Its low expense ratio provides consistent values for its investors. SLQD's large AUM allows for efficient management and lower transaction costs, giving it a scale advantage over smaller competitors.
Risk Analysis
Volatility
SLQD exhibits low volatility due to the short-term nature and investment-grade credit quality of its holdings.
Market Risk
SLQD is subject to interest rate risk, credit risk (though mitigated by investment-grade ratings), and liquidity risk, although it is generally low for this ETF.
Investor Profile
Ideal Investor Profile
SLQD is suitable for investors seeking stable income, capital preservation, and low interest rate risk within a fixed income allocation. It is appropriate for risk-averse investors and those nearing retirement.
Market Risk
SLQD is best suited for long-term investors seeking a core fixed income holding, and it can also be used by active traders to manage interest rate exposure.
Summary
SLQD offers exposure to short-term investment-grade corporate bonds, providing a relatively stable source of income with low interest rate risk. It is managed by BlackRock, a reputable issuer, and exhibits high liquidity. The ETF tracks its benchmark index closely and has a low expense ratio, making it an attractive option for risk-averse investors. SLQD is a suitable holding for those seeking capital preservation and diversification within a fixed income portfolio.
Similar Companies
ISTB
iShares Core 1-5 Year USD Bond
ISTB
iShares Core 1-5 Year USD Bond
SPSB
SPDR Barclays Short Term Corporate Bond
SPSB
SPDR Barclays Short Term Corporate Bond
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
VCSH
Vanguard Short-Term Corporate Bond Index Fund ETF Shares
VCSH
Vanguard Short-Term Corporate Bond Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- iShares.com
- Vanguard.com
- SSGA.com
- Morningstar.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions are subject to change, and past performance is not indicative of future results. Investors should 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 0-5 Year Investment Grade Corporate Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The 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. The index is designed to reflect the performance of U.S. dollar-denominated investment-grade corporate debt.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.