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iShares U.S. ETF Trust - iShares Inflation Hedged U.S. Aggregate Bond ETF (AGIH)



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Upturn Advisory Summary
08/14/2025: AGIH (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 5.71% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 23.54 - 24.87 | Updated Date 06/29/2025 |
52 Weeks Range 23.54 - 24.87 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares U.S. ETF Trust - iShares Inflation Hedged U.S. Aggregate Bond ETF
ETF Overview
Overview
The iShares Inflation Hedged U.S. Aggregate Bond ETF (Symbol: AGZH) seeks to track the investment results of an index composed of inflation-protected U.S. Treasury bonds and U.S. investment-grade corporate bonds. It aims to provide inflation protection while maintaining exposure to the broader U.S. bond market.
Reputation and Reliability
iShares is a well-established and reputable ETF issuer with a long track record of managing diverse ETF products.
Management Expertise
BlackRock, the parent company of iShares, has extensive expertise in fixed-income investing and ETF management.
Investment Objective
Goal
To track the investment results of an index composed of inflation-protected U.S. Treasury bonds and U.S. investment-grade corporate bonds.
Investment Approach and Strategy
Strategy: The ETF tracks a specific index that blends inflation-protected Treasury bonds (TIPS) and investment-grade corporate bonds to provide inflation hedging.
Composition The ETF primarily holds U.S. Treasury Inflation-Protected Securities (TIPS) and U.S. investment-grade corporate bonds.
Market Position
Market Share: AGZH holds a moderate market share within the inflation-protected bond ETF segment.
Total Net Assets (AUM): 327400000
Competitors
Key Competitors
- Schwab Strategic Trust - Schwab U.S. TIPS ETF (SCHP)
- Vanguard Scottsdale Funds - Vanguard Total Bond Market ETF (BND)
- PIMCO Investment Grade Corporate Bond Index ETF (CORP)
Competitive Landscape
The ETF industry for inflation-protected bond and aggregate bond exposure is competitive. AGZH offers a combination of TIPS and corporate bonds, differing from competitors that focus solely on TIPS or a broader range of bond types. AGZH could be considered a balanced approach for seeking inflation protection with some corporate exposure, versus its competitors.
Financial Performance
Historical Performance: Historical performance data is not provided, and should be gathered externally for proper use.
Benchmark Comparison: Benchmark comparison data is not provided, and should be gathered externally for proper use.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
AGZH's average trading volume indicates moderate liquidity, which is typically sufficient for most investors.
Bid-Ask Spread
The bid-ask spread for AGZH is generally tight, reflecting its adequate trading volume and investor interest.
Market Dynamics
Market Environment Factors
Economic indicators like inflation rates and interest rate policies significantly affect AGZH's performance. Stronger inflation typically benefits the TIPS component, while interest rate changes impact the corporate bond portion.
Growth Trajectory
AGZH's growth is influenced by investor demand for inflation protection and its ability to deliver competitive returns relative to other fixed-income strategies. Changes to strategy and holdings are not publicly apparent.
Moat and Competitive Advantages
Competitive Edge
AGZH's competitive edge lies in its blended approach of combining TIPS and investment-grade corporate bonds within a single ETF, offering a balance between inflation hedging and income generation. It provides a convenient solution for investors looking for diversification within their fixed-income portfolio. The low expense ratio enhances its appeal to cost-conscious investors. The ETF simplifies access to both types of bonds without requiring investors to purchase them separately.
Risk Analysis
Volatility
AGZH's volatility is generally lower than equity ETFs but can fluctuate based on interest rate sensitivity and changes in inflation expectations.
Market Risk
The market risk associated with AGZH includes interest rate risk (especially impacting corporate bonds) and inflation risk (if inflation does not rise as expected, the TIPS component may underperform).
Investor Profile
Ideal Investor Profile
The ideal investor for AGZH is someone seeking inflation protection within a diversified fixed-income portfolio. It suits investors concerned about the erosion of purchasing power due to rising inflation.
Market Risk
AGZH is suitable for long-term investors seeking a blend of inflation protection and income, rather than active traders looking for short-term gains.
Summary
The iShares Inflation Hedged U.S. Aggregate Bond ETF (AGZH) offers a blended exposure to TIPS and investment-grade corporate bonds, aiming to provide inflation protection and income generation. With a low expense ratio and a reputable issuer, it serves as a convenient tool for long-term investors seeking diversification and inflation hedging within their fixed-income allocation. Market dynamics related to inflation and interest rates greatly affect AGZH's performance. AGZH aims for steady returns with comparatively lower volatility compared to equity investments.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares official website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified 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 U.S. ETF Trust - iShares Inflation Hedged U.S. Aggregate Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The underlying index is designed to minimize the inflation risk of a portfolio composed of U.S. dollar-denominated, investment-grade bonds. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in component securities and instruments in the fund"s underlying index. It is non-diversified.

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