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Upturn AI SWOT - About
iShares Broad USD Investment Grade Corporate Bond ETF (USIG)
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Upturn Advisory Summary
04/01/2025: USIG (2-star) has a low Upturn Star Rating. Not recommended to BUY.
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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 1.69% | Avg. Invested days 36 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 1669751 | Beta 1.14 | 52 Weeks Range 47.08 - 51.74 | Updated Date 04/1/2025 |
52 Weeks Range 47.08 - 51.74 | Updated Date 04/1/2025 |
Upturn AI SWOT
iShares Broad USD Investment Grade Corporate Bond ETF (SLQD) Summary:
Profile: The iShares Broad USD Investment Grade Corporate Bond ETF (SLQD) invests primarily in investment-grade U.S. dollar-denominated corporate bonds. It seeks to track the performance of the Bloomberg Barclays U.S. Corporate Investment Grade Bond Index.
Objective: The ETF aims to provide investors with broad exposure to the U.S. investment-grade corporate bond market, offering diversification and potential income generation.
Issuer: iShares, a leading global provider of exchange-traded funds (ETFs), is managed by BlackRock, the world's largest asset manager.
Market Share: SLQD has a significant market share within the investment-grade corporate bond ETF space.
Total Net Assets: As of November 10, 2023, SLQD has approximately $44.68 billion in assets under management.
Moat:
- Scale and Brand Recognition: As part of BlackRock, iShares benefits from significant scale and brand recognition, which translates to competitive fees and access to a wide range of resources.
- Liquidity: SLQD's high trading volume enables investors to enter and exit positions efficiently.
Financial Performance:
- Historical Performance: SLQD has historically provided positive returns, outperforming its benchmark index in some periods.
- Benchmark Comparison: SLQD has generally tracked its benchmark index closely, indicating effective management.
Growth Trajectory: The ETF's assets under management have grown steadily over time, reflecting investor demand for broad exposure to the investment-grade corporate bond market.
Liquidity:
- Average Trading Volume: SLQD has a high average daily trading volume, ensuring ample liquidity for investors.
- Bid-Ask Spread: The bid-ask spread is typically narrow, indicating low transaction costs.
Market Dynamics: Key factors affecting SLQD include interest rate movements, economic growth, and corporate creditworthiness.
Competitors: Key competitors include:
- iShares Aaa-A Rated Corporate Bond ETF (QLTA): 8.2% market share
- Vanguard Intermediate-Term Corporate Bond ETF (VCIT): 7.8% market share
Expense Ratio: SLQD's expense ratio is 0.15%, which is considered low for actively managed bond ETFs.
Investment Approach and Strategy:
- Strategy: SLQD tracks the Bloomberg Barclays U.S. Corporate Investment Grade Bond Index, offering broad market exposure.
- Composition: The ETF holds a diversified portfolio of investment-grade corporate bonds across various sectors and maturities.
Key Points:
- Broad exposure to the U.S. investment-grade corporate bond market.
- Potential for income generation and capital appreciation.
- Low expense ratio.
- High liquidity.
Risks:
- Interest Rate Risk: Rising interest rates can decrease the value of fixed-income investments like SLQD.
- Credit Risk: The ETF is exposed to the credit risk of the underlying bond issuers.
- Market Risk: Overall market conditions can impact the performance of the ETF.
Who Should Consider Investing:
- Investors seeking income and diversification within their fixed-income portfolio.
- Investors with a medium- to long-term investment horizon.
- Investors comfortable with moderate risk.
Fundamental Rating Based on AI: 8/10
SLQD exhibits strong fundamentals based on its:
- Track record: Consistent performance and index tracking.
- Competitive fees: Low expense ratio compared to peers.
- Liquidity: High trading volume and tight bid-ask spreads.
- Issuer strength: iShares and BlackRock's reputation and resources.
- Market position: Significant market share and brand recognition.
Disclaimer: This analysis is for informational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.
Resources:
- iShares website: https://www.ishares.com/us/products/etf/overview/slqd
- BlackRock website: https://www.blackrock.com/
- Bloomberg Barclays website: https://www.bloombergbarclays.com/
Please note that this analysis is based on available information as of November 10, 2023.
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 Broad USD 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 that the advisor believes will help the fund track the underlying index. The underlying index measures the performance of investment-grade corporate bonds of both U.S. and non-U.S. issuers that are U.S. dollar-denominated and publicly issued in the U.S. domestic market.
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