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Upturn AI SWOT - About
JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG)
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Upturn Advisory Summary
08/14/2025: BBAG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star 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 6.46% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1 | 52 Weeks Range 43.30 - 46.33 | Updated Date 06/30/2025 |
52 Weeks Range 43.30 - 46.33 | Updated Date 06/30/2025 |
Upturn AI SWOT
JPMorgan BetaBuilders U.S. Aggregate Bond ETF
ETF Overview
Overview
The JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) seeks to track the performance of the Bloomberg U.S. Aggregate Bond Index. It provides broad exposure to the U.S. investment-grade bond market, focusing on government, corporate, and mortgage-backed securities. The ETF aims to replicate the index's composition and weighting to deliver similar returns.
Reputation and Reliability
JPMorgan is a reputable and well-established financial institution with a long track record in asset management and ETF offerings.
Management Expertise
JPMorgan has a team of experienced portfolio managers and fixed income specialists overseeing the ETF's investment strategy and implementation.
Investment Objective
Goal
To track the performance, before fees and expenses, of the Bloomberg U.S. Aggregate Bond Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the index by investing in a portfolio of bonds that mirrors the index's composition and weighting.
Composition The ETF holds a diversified portfolio of U.S. investment-grade bonds, including government bonds, corporate bonds, mortgage-backed securities, and asset-backed securities.
Market Position
Market Share: BBAG holds a moderate market share in the U.S. aggregate bond ETF segment.
Total Net Assets (AUM): 3259600000
Competitors
Key Competitors
- iShares Core U.S. Aggregate Bond ETF (AGG)
- Vanguard Total Bond Market ETF (BND)
- Schwab U.S. Aggregate Bond ETF (SCHZ)
Competitive Landscape
The U.S. aggregate bond ETF market is highly competitive, with a few large players dominating the market share. BBAG offers a cost-effective alternative but has yet to reach the scale and liquidity of its larger competitors. BBAG advantages includes a reputable issuer and competitive expense ratio, while disadvantages includes relatively lower AUM compared to bigger competitors.
Financial Performance
Historical Performance: Historical performance data is readily available from various financial data providers. (Data needs to be updated as of real time).
Benchmark Comparison: The ETF's performance closely tracks the Bloomberg U.S. Aggregate Bond Index.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
The average trading volume of BBAG is moderate, indicating sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's liquidity and efficiency in the market.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and GDP growth can influence the performance of the ETF's underlying bond holdings. Sector growth prospects are limited as the ETF tracks a broad market index.
Growth Trajectory
The growth trajectory of BBAG is tied to the overall demand for U.S. aggregate bond exposure and JPMorgan's ability to attract new investors to the ETF.
Moat and Competitive Advantages
Competitive Edge
BBAG benefits from JPMorgan's strong brand recognition and distribution network. The ETF's low expense ratio provides a cost advantage over some competitors. While not unique, its adherence to the Bloomberg Aggregate Bond Index provides a transparent and widely recognized benchmark. JPMorgan's expertise in fixed income management also contributes to the ETF's reliability.
Risk Analysis
Volatility
BBAG's historical volatility is relatively low, reflecting the stability of the investment-grade bond market.
Market Risk
The ETF is subject to market risk, including interest rate risk (changes in interest rates can impact bond values) and credit risk (the risk that bond issuers may default on their payments).
Investor Profile
Ideal Investor Profile
BBAG is suitable for risk-averse investors seeking broad exposure to the U.S. investment-grade bond market, often as a core holding in a diversified portfolio.
Market Risk
BBAG is best for long-term investors seeking a passive investment strategy to track the overall performance of the U.S. bond market.
Summary
The JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) offers a low-cost and diversified way to access the U.S. investment-grade bond market. It seeks to replicate the Bloomberg U.S. Aggregate Bond Index, providing broad exposure to government, corporate, and mortgage-backed securities. While BBAG is a solid option, it faces stiff competition from larger and more liquid ETFs. Investors should consider their individual risk tolerance and investment goals before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management
- Bloomberg
- Morningstar
- ETF.com
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions. Market share data is approximate and may vary depending on the source.
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 JPMorgan BetaBuilders 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 covers the U.S. investment grade fixed rate bond market, with index components for government and corporate securities, mortgage pass-through securities, and asset-backed securities. The fund will invest at least 80% of its assets in securities included in the underlying index.
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