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Upturn AI SWOT - About
Vanguard Total World Bond ETF (BNDW)
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Upturn Advisory Summary
08/14/2025: BNDW (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 5.13% | Avg. Invested days 49 | 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 0.86 | 52 Weeks Range 65.13 - 69.29 | Updated Date 06/29/2025 |
52 Weeks Range 65.13 - 69.29 | Updated Date 06/29/2025 |
Upturn AI SWOT
Vanguard Total World Bond ETF
ETF Overview
Overview
The Vanguard Total World Bond ETF (BNDW) seeks to track the performance of a broad, market-weighted index of global investment-grade bonds. It provides diversified exposure to both U.S. and international investment-grade fixed income markets. Its investment strategy involves replicating the Bloomberg Barclays Global Aggregate Float Adjusted Composite Index (USD Hedged).
Reputation and Reliability
Vanguard is a well-respected and reliable issuer known for its low-cost index funds and ETFs.
Management Expertise
Vanguard has extensive experience and expertise in managing index funds and ETFs, with a strong team of investment professionals.
Investment Objective
Goal
The ETF's primary investment goal is to track the performance of the Bloomberg Barclays Global Aggregate Float Adjusted Composite Index (USD Hedged).
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the index's performance by holding a portfolio of bonds that mirrors the index's composition.
Composition The ETF holds a diversified portfolio of investment-grade bonds from around the world, including government, corporate, and securitized bonds.
Market Position
Market Share: BNDW's market share is substantial within the global bond ETF category.
Total Net Assets (AUM): 4435000000
Competitors
Key Competitors
- SPDR Portfolio Aggregate Bond ETF (SPAB)
- iShares Core US Aggregate Bond ETF (AGG)
- Vanguard Total Bond Market ETF (BND)
Competitive Landscape
The global bond ETF market is competitive, with several major players offering similar products. BNDW's advantage lies in its comprehensive global exposure and Vanguard's low-cost structure. However, AGG and BND have larger AUM and tighter spreads, while SPAB offers similar exposure at a lower cost domestically.
Financial Performance
Historical Performance: Historical performance data can be obtained from Vanguard's website and other financial data providers.
Benchmark Comparison: The ETF's performance is typically compared to the Bloomberg Barclays Global Aggregate Float Adjusted Composite Index (USD Hedged).
Expense Ratio: 0.03
Liquidity
Average Trading Volume
BNDW exhibits moderate liquidity, with sufficient average trading volume for most investors.
Bid-Ask Spread
The bid-ask spread for BNDW is generally tight, reflecting its liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Interest rate movements, inflation expectations, and global economic growth influence BNDW's performance.
Growth Trajectory
BNDW's growth is correlated with the increasing demand for global bond exposure and the overall growth of the ETF market.
Moat and Competitive Advantages
Competitive Edge
BNDW's competitive edge lies in its highly diversified global bond exposure at a very low cost. The ETF tracks a broad, market-weighted index, providing investors with a comprehensive view of the global investment-grade bond market. Vanguard's reputation for low fees and efficient management further enhances its appeal. Its wide diversification mitigates some single-country or sector risks, making it attractive to risk-averse investors. It offers a simple and cost-effective way to access a globally diversified bond portfolio.
Risk Analysis
Volatility
BNDW's volatility is moderate, typical of a bond ETF, influenced by interest rate sensitivity and credit risk.
Market Risk
The ETF is subject to interest rate risk, credit risk, and currency risk, given its global bond holdings.
Investor Profile
Ideal Investor Profile
The ideal investor profile for BNDW includes those seeking diversified exposure to the global investment-grade bond market for stability and income.
Market Risk
BNDW is best suited for long-term investors and passive index followers seeking a core bond holding.
Summary
Vanguard Total World Bond ETF (BNDW) provides broad, low-cost access to the global investment-grade bond market. It tracks a market-weighted index and offers diversification across countries and sectors. BNDW is a suitable core holding for long-term investors seeking stability and income. The ETF's performance is influenced by interest rate movements and global economic conditions. BNDW offers a simple and efficient way to add global bond exposure to a portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard
- Bloomberg
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions can change rapidly.
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 World Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is a fund of funds and employs an indexing investment approach designed to track the performance of the index, which is a custom, USD-hedged index designed to track the market capitalized weights of the global investment-grade bond market and is comprised of the Bloomberg U.S. Aggregate Float Adjusted Index and the Bloomberg Global Aggregate ex-USD Float Adjusted RIC Capped Index.
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