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Upturn AI SWOT - About
Vanguard Total Bond Market Index Fund ETF Shares (BND)
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Upturn Advisory Summary
08/14/2025: BND (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 4.39% | Avg. Invested days 41 | 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 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.99 | 52 Weeks Range 69.14 - 73.86 | Updated Date 06/29/2025 |
52 Weeks Range 69.14 - 73.86 | Updated Date 06/29/2025 |
Upturn AI SWOT
Vanguard Total Bond Market Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Total Bond Market Index Fund ETF Shares (BND) seeks to track the investment results of the Bloomberg Barclays U.S. Aggregate Float Adjusted Index, a broad, market-weighted bond index representing a wide spectrum of public, investment-grade, taxable, fixed income securities in the United States. Its asset allocation predominantly focuses on U.S. investment-grade bonds. The investment strategy involves holding a diversified portfolio of bonds with varying maturities.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer, known for its low-cost index funds and ETFs.
Management Expertise
Vanguard has a strong and experienced management team with expertise in passive investment management and fixed income strategies.
Investment Objective
Goal
To track the investment results of the Bloomberg Barclays U.S. Aggregate Float Adjusted Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the Bloomberg Barclays U.S. Aggregate Float Adjusted Index.
Composition The ETF primarily holds U.S. investment-grade bonds, including government, corporate, and mortgage-backed securities.
Market Position
Market Share: BND holds a significant market share in the U.S. total bond market ETF category.
Total Net Assets (AUM): 95480000000
Competitors
Key Competitors
- iShares Core U.S. Aggregate Bond ETF (AGG)
- Schwab U.S. Aggregate Bond ETF (SCHZ)
- SPDR Portfolio Aggregate Bond ETF (SPAB)
Competitive Landscape
The total bond market ETF industry is competitive, with several large players offering similar products. BND's advantages include its low expense ratio and Vanguard's strong brand recognition. A potential disadvantage could be slight tracking differences compared to its competitors.
Financial Performance
Historical Performance: Historical performance data should be retrieved from financial data providers for specific time periods. This will enable a detailed performance review of the ETF.
Benchmark Comparison: The ETF's performance should be compared to the Bloomberg Barclays U.S. Aggregate Float Adjusted Index to assess its tracking efficiency. Data needs to be obtained from a financial data provider.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
BND exhibits high liquidity, as demonstrated by its substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread for BND is generally tight, reflecting the ETF's high liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and GDP growth significantly affect BND. Changes in monetary policy and overall market sentiment also play a crucial role.
Growth Trajectory
BND's growth trajectory is dependent on investor demand for fixed-income exposure and overall market conditions. Strategy and holdings typically remain aligned with the target index.
Moat and Competitive Advantages
Competitive Edge
BND's competitive edge lies in its extremely low expense ratio, broad diversification, and the strong reputation of Vanguard. It offers investors cost-effective access to the entire U.S. investment-grade bond market. The ETF is passively managed and aims to replicate its benchmark index. Vanguard's scale allows it to offer this product at a very competitive price, making it attractive to long-term investors.
Risk Analysis
Volatility
BND's volatility is generally low compared to equity ETFs, but it's still subject to interest rate risk and credit risk.
Market Risk
The primary market risk for BND is interest rate risk (rising rates can decrease bond values) and credit risk (the risk of issuers defaulting on their bond obligations).
Investor Profile
Ideal Investor Profile
BND is ideal for investors seeking broad exposure to the U.S. investment-grade bond market as part of a diversified portfolio. It suits risk-averse investors and those nearing retirement.
Market Risk
BND is best suited for long-term investors and passive index followers seeking stable income and capital preservation.
Summary
The Vanguard Total Bond Market Index Fund ETF Shares (BND) offers diversified exposure to the U.S. investment-grade bond market at a very low cost. It seeks to track the Bloomberg Barclays U.S. Aggregate Float Adjusted Index, making it a passively managed investment. BND is suitable for risk-averse investors and those seeking a stable income stream within their portfolio. With its low expense ratio and high liquidity, BND provides a cost-effective solution for bond market exposure, though investors should be aware of interest rate and credit risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard Official Website
- Bloomberg
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investors should conduct their own due diligence before making 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 Total Bond Market Index Fund ETF Shares
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
This index measures the performance of a wide spectrum of public, investment-grade, taxable, fixed income securities in the United States-including government, corporate, and international dollar-denominated bonds, as well as mortgage-backed and asset-backed securities-all with maturities of more than 1 year. 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.