Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Vanguard Intermediate-Term Bond Index Fund ETF Shares (BIV)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: BIV (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 6.93% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.05 | 52 Weeks Range 71.79 - 77.26 | Updated Date 06/29/2025 |
52 Weeks Range 71.79 - 77.26 | Updated Date 06/29/2025 |
Upturn AI SWOT
Vanguard Intermediate-Term Bond Index Fund ETF Shares
ETF Overview
Overview
Vanguard Intermediate-Term Bond Index Fund ETF Shares (BIV) seeks to track the performance of a broad, market-weighted bond index with an intermediate-term dollar-weighted average maturity. It primarily invests in investment-grade U.S. bonds and offers diversification across various sectors.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer known for its low-cost, passively managed investment products.
Management Expertise
Vanguard has extensive experience in managing index-tracking bond funds with a large and experienced team of investment professionals.
Investment Objective
Goal
The ETF aims to track the investment results of the Bloomberg U.S. Aggregate Float Adjusted Index, representing a broad range of investment-grade, U.S. dollar-denominated, fixed-income securities.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the performance of the underlying index.
Composition The ETF primarily holds U.S. government, corporate, and mortgage-backed securities with intermediate maturities.
Market Position
Market Share: BIV holds a significant market share within the intermediate-term bond ETF category.
Total Net Assets (AUM): 34300000000
Competitors
Key Competitors
- iShares Core U.S. Aggregate Bond ETF (AGG)
- Schwab Intermediate-Term U.S. Treasury ETF (SCHR)
- SPDR Portfolio Intermediate Term Corporate Bond ETF (ITRM)
Competitive Landscape
The intermediate-term bond ETF market is competitive, with multiple low-cost options available. BIV benefits from Vanguard's reputation and low expense ratio, but AGG has a larger AUM and slightly broader scope. SCHR focuses on treasuries, and ITRM focuses on corporate bonds, offering more targeted exposure.
Financial Performance
Historical Performance: The ETF's historical performance closely tracks the Bloomberg U.S. Aggregate Float Adjusted Index. Past performance is not indicative of future results.
Benchmark Comparison: The ETF's performance is designed to closely mirror its benchmark index, with minor deviations due to expenses and tracking error.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
BIV exhibits a high average trading volume, indicating good liquidity.
Bid-Ask Spread
BIV typically has a tight bid-ask spread, making it cost-effective to trade.
Market Dynamics
Market Environment Factors
Economic growth, inflation expectations, and Federal Reserve policy decisions heavily influence the performance of intermediate-term bond ETFs.
Growth Trajectory
BIV's growth is generally tied to the overall growth of the bond market and investor demand for intermediate-term fixed income exposure; strategy and holdings adjustments are minimal due to its index-tracking approach.
Moat and Competitive Advantages
Competitive Edge
BIV's competitive advantage stems from Vanguard's ultra-low expense ratio and its strong brand reputation. Its broad diversification across the investment-grade bond market reduces issuer-specific risk. Furthermore, the ETF's large asset base provides ample liquidity. These factors make it an attractive option for cost-conscious investors seeking diversified bond exposure.
Risk Analysis
Volatility
BIV exhibits moderate volatility, generally lower than equity ETFs but sensitive to interest rate changes.
Market Risk
The ETF is subject to interest rate risk, meaning its value can decline when interest rates rise. Credit risk is also present, though mitigated by its focus on investment-grade bonds.
Investor Profile
Ideal Investor Profile
BIV is suitable for investors seeking stable income, diversification, and a lower-risk investment option within their portfolio.
Market Risk
BIV is best suited for long-term investors and passive index followers seeking core bond exposure.
Summary
Vanguard Intermediate-Term Bond Index Fund ETF Shares (BIV) is a low-cost ETF that tracks the Bloomberg U.S. Aggregate Float Adjusted Index, providing diversified exposure to investment-grade, U.S. dollar-denominated bonds. Its primary risk is interest rate sensitivity, making it suitable for investors seeking stable income and diversification with a long-term investment horizon. The ETF benefits from Vanguard's reputation and extremely low expense ratio, making it a popular choice among passive investors. However, it is not immune to declines in a rising interest rate environment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard.com
- Morningstar.com
- etf.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult with a qualified financial advisor 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 Bond Index Fund ETF Shares
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
This index includes all medium and larger issues of U.S. government, investment-grade corporate and investment-grade international dollar-denominated bonds that have maturities between 5 and 10 years and are publicly issued. All of the fund's investments will be selected through the sampling process, and at least 80% of its assets will be invested in bonds held in the index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.