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Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares (VCIT)VCIT
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- PASS (Skip invest)*
Stock price based on last close (see disclosures)
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Upturn Advisory Summary
11/20/2024: VCIT (2-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: PASS |
Historic Profit: 4.63% | Upturn Advisory Performance  3 | Avg. Invested days: 46 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 11/20/2024 |
Type: ETF | Today’s Advisory: PASS |
Historic Profit: 4.63% | Avg. Invested days: 46 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 11/20/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 6886941 | Beta 1.18 |
52 Weeks Range 74.32 - 83.63 | Updated Date 11/21/2024 |
52 Weeks Range 74.32 - 83.63 | Updated Date 11/21/2024 |
AI Summarization
ETF Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares (BIV)
Profile: ETF Vanguard Intermediate-Term Corporate Bond ETF Shares (BIV) is a passively managed exchange-traded fund that tracks the performance of the Bloomberg Barclays US Corporate Intermediate Index. It invests primarily in intermediate-term corporate bonds issued by investment-grade companies. BIV offers investors exposure to the U.S. corporate bond market with a focus on high-quality debt instruments.
Objective: The primary investment goal of BIV is to provide investors with current income and moderate capital appreciation by replicating the performance of the Bloomberg Barclays US Corporate Intermediate Index.
Issuer:
- Company: Vanguard Group, Inc.
- Reputation and Reliability: Vanguard is a highly reputable and reliable investment company with over 30 years of experience in managing ETFs. It is known for its low-cost investment products and commitment to investor education.
- Management: Vanguard has a team of experienced and highly qualified investment professionals who manage the BIV portfolio.
Market Share: BIV has a market share of approximately 1.5% in the intermediate-term corporate bond ETF sector.
Total Net Assets: Total net assets under management for BIV are approximately $6.5 billion.
Moat: BIV's competitive advantages include its low expense ratio, large asset base, and liquidity.
Financial Performance: BIV has historically delivered strong risk-adjusted returns. Over the past 10 years, BIV has provided an annualized return of 3.9%, outperforming its benchmark index.
Growth Trajectory: The outlook for intermediate-term corporate bonds is positive due to the current economic environment and solid corporate earnings. This suggests that BIV is well-positioned for future growth.
Liquidity: BIV is a highly liquid ETF with an average daily trading volume of over 1 million shares.
Market Dynamics: Factors affecting BIV's market environment include economic growth, interest rates, and credit spreads.
Competitors: BIV's key competitors include iShares Aaa-a Rated Corporate Bond ETF (QLTA) and SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB).
Expense Ratio: BIV has an expense ratio of 0.06% which is considered very low.
Investment approach and strategy: BIV aims to track the performance of the Bloomberg Barclays US Corporate Intermediate Index. It invests primarily in investment-grade corporate bonds with maturities between 5 and 10 years.
Key Points:
- Low expense ratio
- Large asset base
- Strong historical performance
- Positive growth outlook
- Highly liquid
Risks:
- Interest rate risk
- Credit risk
- Market volatility
Who Should Consider Investing: BIV is suitable for investors seeking current income and moderate capital appreciation with a medium-term investment horizon and a moderate risk tolerance.
Fundamental Rating Based on AI: based on the information provided, BIV receives a score of 8.5 out of 10. This rating is based on the ETF's strong fundamentals, including its low expense ratio, large asset base, strong historical performance, and positive growth outlook.
Resources and Disclaimers:
- This analysis is based on information from Vanguard Group website and other publicly available sources.
- This information should not be considered investment advice. Please consult a financial professional 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 Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares
The fund employs an indexing investment approach designed to track the performance of the Bloomberg U.S. 5-10 Year Corporate Bond Index. This index includes U.S. dollar-denominated, investment-grade, fixed-rate, taxable securities issued by U.S. and non-U.S. industrial, utility, and financial companies, with maturities between 5 and 10 years. Under normal circumstances, at least 80% of the fund's assets will be invested in bonds included in the index.
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