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Upturn AI SWOT - About
iShares Core U.S. Aggregate Bond ETF (AGG)
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Upturn Advisory Summary
03/11/2025: AGG (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.
Analysis of Past Performance
Type ETF | Historic Profit -1.32% | Avg. Invested days 34 | 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 03/11/2025 |
Key Highlights
Volume (30-day avg) 8432858 | Beta 1 | 52 Weeks Range 91.33 - 100.55 | Updated Date 04/23/2025 |
52 Weeks Range 91.33 - 100.55 | Updated Date 04/23/2025 |
Upturn AI SWOT
iShares Core U.S. Aggregate Bond ETF
ETF Overview
Overview
The iShares Core U.S. Aggregate Bond ETF (AGG) seeks to track the investment results of an index composed of the total U.S. investment-grade bond market. It provides broad exposure to U.S. investment-grade bonds, encompassing government, corporate, and securitized debt.
Reputation and Reliability
BlackRock is a reputable and reliable issuer, known for its extensive experience and wide range of ETF offerings.
Management Expertise
BlackRock possesses significant management expertise, employing experienced professionals in fixed-income investing.
Investment Objective
Goal
The investment goal is to track the investment results of an index composed of the total U.S. investment-grade bond market.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, tracking the Bloomberg U.S. Aggregate Bond Index.
Composition The ETF holds a diversified portfolio of U.S. investment-grade bonds, including government, corporate, and mortgage-backed securities.
Market Position
Market Share: AGG holds a significant market share in the U.S. aggregate bond ETF sector.
Total Net Assets (AUM): 84420000000
Competitors
Key Competitors
- Vanguard Total Bond Market ETF (BND)
- Schwab U.S. Aggregate Bond ETF (SCHZ)
- SPDR Portfolio Aggregate Bond ETF (SPAB)
Competitive Landscape
The aggregate bond ETF market is competitive, with multiple players offering similar investment strategies. AGG's size and liquidity are advantages, while competitors may offer slightly lower expense ratios.
Financial Performance
Historical Performance: Historical performance varies with interest rate movements and credit spreads. Consult fund literature for specific return data.
Benchmark Comparison: AGG's performance closely tracks the Bloomberg U.S. Aggregate Bond Index.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
AGG exhibits high liquidity with a substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread for AGG is typically tight, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
AGG's performance is affected by interest rate changes, inflation expectations, and economic growth.
Growth Trajectory
AGG's growth is tied to investor demand for broad U.S. investment-grade bond exposure, with shifts based on market conditions.
Moat and Competitive Advantages
Competitive Edge
AGG benefits from BlackRock's scale and brand recognition, providing investors with confidence. Its high AUM and trading volume contribute to liquidity, making it easy to buy and sell shares. The low expense ratio enhances investor returns. The diverse range of holdings makes it ideal for broad market exposure. With over 30 years of experience, AGG has made a recognizable brand in the market.
Risk Analysis
Volatility
AGG's volatility is generally lower than equity ETFs but is still influenced by interest rate sensitivity.
Market Risk
AGG faces interest rate risk, credit risk, and inflation risk, stemming from the underlying bond holdings.
Investor Profile
Ideal Investor Profile
AGG is suited for risk-averse investors seeking broad exposure to the U.S. investment-grade bond market.
Market Risk
AGG is appropriate for long-term investors, passive index followers, and those seeking a core bond holding.
Summary
The iShares Core U.S. Aggregate Bond ETF (AGG) provides broad exposure to the U.S. investment-grade bond market. Its low expense ratio, high liquidity, and diversified holdings make it a popular choice for investors seeking a core bond allocation. AGG's performance closely tracks its benchmark index. Its sensitivity to interest rate changes makes it susceptible to declines in rising rate environments. Overall, it is a well-established ETF suitable for long-term, risk-averse investors.
Similar Companies
BND
Vanguard Total Bond Market Index Fund ETF Shares
BND
Vanguard Total Bond Market Index Fund ETF Shares
BSV
Vanguard Short-Term Bond Index Fund ETF Shares
BSV
Vanguard Short-Term Bond Index Fund ETF Shares
SCHZ
Schwab U.S. Aggregate Bond ETF
SCHZ
Schwab U.S. Aggregate Bond ETF
SPAB
SPDR® Portfolio Aggregate Bond ETF
SPAB
SPDR® Portfolio Aggregate Bond ETF
VGIT
Vanguard Intermediate-Term Treasury Index Fund ETF Shares
VGIT
Vanguard Intermediate-Term Treasury Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- iShares website
- Bloomberg
- Morningstar
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions can change rapidly, impacting the ETF's performance.
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 Core U.S. Aggregate Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of the total U.S. investment-grade bond market. The fund will invest at least 80% of its assets in the component securities of the underlying index and TBAs that have economic characteristics that are substantially identical to the economic characteristics of 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.
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