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Upturn AI SWOT - About
iShares TIPS Bond ETF (TIP)
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Upturn Advisory Summary
03/27/2025: TIP (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 -5.45% | Avg. Invested days 40 | 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 03/27/2025 |
Key Highlights
Volume (30-day avg) 1909722 | Beta 0.81 | 52 Weeks Range 102.70 - 110.89 | Updated Date 03/28/2025 |
52 Weeks Range 102.70 - 110.89 | Updated Date 03/28/2025 |
Upturn AI SWOT
iShares TIPS Bond ETF
ETF Overview
Overview
The iShares TIPS Bond ETF (TIP) seeks to track the investment results of an index composed of inflation-protected U.S. Treasury bonds. It provides exposure to U.S. Treasury Inflation Protected Securities (TIPS), offering a hedge against inflation.
Reputation and Reliability
iShares, managed by BlackRock, is a reputable and reliable ETF provider with a long track record in the market.
Management Expertise
BlackRock possesses extensive expertise in managing fixed income ETFs, including those focused on inflation-protected securities.
Investment Objective
Goal
To track the investment results of an index composed of inflation-protected U.S. Treasury bonds.
Investment Approach and Strategy
Strategy: The ETF seeks to track the ICE U.S. Treasury TIPS Index. The Index measures the performance of inflation-protected public obligations of the U.S. Treasury.
Composition The ETF holds a portfolio of U.S. Treasury Inflation-Protected Securities (TIPS) with varying maturities.
Market Position
Market Share: TIP holds a significant market share within the TIPS ETF category.
Total Net Assets (AUM): 22850000000
Competitors
Key Competitors
- Schwab U.S. TIPS ETF (SCHP)
- Vanguard Short-Term Inflation-Protected Securities ETF (VTIP)
- PIMCO Broad U.S. TIPS Index ETF (TIPZ)
Competitive Landscape
The TIPS ETF market is dominated by a few key players, with TIP holding a large market share due to its first-mover advantage and brand recognition. SCHP and VTIP are strong competitors with lower expense ratios, potentially attracting cost-conscious investors. TIP offers high liquidity but may have a slightly higher expense ratio than some competitors. TIPZ is actively managed and aims to outperform the index.
Financial Performance
Historical Performance: Historical performance data is dependent on market conditions and inflation expectations, with performance fluctuating based on changes in interest rates and inflation. Historical returns data should be gathered from the ETFu2019s website or other reliable sources.
Benchmark Comparison: The ETF's performance is closely compared to the ICE U.S. Treasury TIPS Index to assess tracking effectiveness.
Expense Ratio: 0.19
Liquidity
Average Trading Volume
The ETF exhibits high liquidity, with a substantial average daily trading volume facilitating easy buying and selling.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators such as inflation rates, interest rate policies, and expectations for economic growth significantly impact TIP.
Growth Trajectory
The growth trajectory depends heavily on investor demand for inflation protection and the overall macroeconomic environment. No major strategy changes are expected.
Moat and Competitive Advantages
Competitive Edge
iShares TIPS Bond ETF's competitive edge comes from its established market presence as the first major TIPS ETF. BlackRock's brand recognition and extensive distribution network provide a significant advantage. It has high liquidity, making it attractive for institutional investors. TIP provides a pure exposure to the U.S. TIPS market, simplifying portfolio construction for investors seeking inflation protection.
Risk Analysis
Volatility
The ETF's volatility is influenced by interest rate sensitivity and inflation expectations. Changes in either factor can lead to price fluctuations.
Market Risk
Specific risks include interest rate risk (as bond prices move inversely to interest rates), inflation risk (if inflation is lower than expected), and credit risk (though U.S. Treasuries are considered low credit risk).
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking inflation protection within their fixed income portfolio, such as retirees or those concerned about the erosion of purchasing power.
Market Risk
It is suitable for long-term investors and passive index followers looking to hedge against inflation.
Summary
iShares TIPS Bond ETF (TIP) provides targeted exposure to U.S. Treasury Inflation-Protected Securities (TIPS), offering a hedge against inflation. BlackRock's management and TIPu2019s high liquidity make it a popular choice in the TIPS ETF market. Its performance is tightly linked to inflation expectations and interest rate movements. TIP is most suitable for long-term investors seeking inflation protection as part of a diversified portfolio.
Similar Companies
- SCHP
- VTIP
- TIPZ
- IPE
- FTIP
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a financial advisor.
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 TIPS Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index tracks the performance of inflation-protected public obligations of the U.S. Treasury, commonly known as "TIPS," that have a remaining maturity of more than one year. The fund will invest at least 80% of its assets in the component securities of the index, and it will invest at least 90% of its assets in U.S. Treasury securities that BFA believes will help the fund track the index.
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