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

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$24.98
Last Close (24-hour delay)
Profit since last BUY1.83%
upturn advisory
Consider higher Upturn Star rating
BUY since 41 days
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Upturn Advisory Summary

08/14/2025: AGIH (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

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 stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

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iShares U.S. ETF Trust - iShares Inflation Hedged U.S. Aggregate Bond ETF

stock logo

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

iShares is a well-established and reputable ETF issuer with a long track record of managing diverse ETF products.

reliability logo Management Expertise

BlackRock, the parent company of iShares, has extensive expertise in fixed-income investing and ETF management.

Investment Objective

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.