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Upturn AI SWOT - About
iShares Yield Optimized Bond ETF (BYLD)
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Upturn Advisory Summary
08/14/2025: BYLD (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 10.69% | Avg. Invested days 57 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.8 | 52 Weeks Range 20.91 - 22.59 | Updated Date 06/30/2025 |
52 Weeks Range 20.91 - 22.59 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares Yield Optimized Bond ETF
ETF Overview
Overview
The iShares Yield Optimized Bond ETF (BYLD) seeks to maximize current income while maintaining exposure to a diversified portfolio of U.S. investment grade fixed income securities. It focuses on selecting bonds with attractive yields across various sectors.
Reputation and Reliability
BlackRock is a reputable and reliable global asset manager with a long track record of managing ETFs.
Management Expertise
BlackRock has a large team of experienced portfolio managers and analysts specializing in fixed income investments.
Investment Objective
Goal
To maximize current income.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but uses a yield-optimized strategy to select bonds.
Composition The ETF primarily holds U.S. investment-grade corporate bonds, government bonds, and mortgage-backed securities.
Market Position
Market Share: BYLD's market share is relatively smaller compared to broader bond ETFs.
Total Net Assets (AUM): 142852896
Competitors
Key Competitors
- AGG
- BND
- LQD
- HYG
Competitive Landscape
The bond ETF market is dominated by broad-based ETFs like AGG and BND. BYLD differentiates itself with a yield-optimized approach, which may appeal to income-seeking investors but also introduces sector concentration risk. Competitors offer broader diversification, but may not provide the same level of yield optimization.
Financial Performance
Historical Performance: Historical performance data needs to be sourced from financial data providers. Data cannot be provided without specific up-to-date information, but it can be said BYLD's returns will be affected by interest rate changes and the credit quality of its holdings.
Benchmark Comparison: BYLD's benchmark comparison varies depending on the time period and benchmark chosen. A suitable benchmark would be a broad US bond market index.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
BYLD's average trading volume is moderate, indicating sufficient liquidity for most investors.
Bid-Ask Spread
BYLD's bid-ask spread is usually tight, reflecting relatively low trading costs.
Market Dynamics
Market Environment Factors
BYLD's performance is influenced by interest rate movements, credit spreads, and economic growth. Rising interest rates typically decrease the value of existing bonds, while strong economic growth can improve credit quality and potentially lead to tighter credit spreads.
Growth Trajectory
BYLD's growth depends on its ability to attract investors seeking higher yields in a low-interest-rate environment. Changes to the ETF's strategy or holdings depend on market conditions.
Moat and Competitive Advantages
Competitive Edge
BYLDu2019s competitive edge stems from its active yield-optimization strategy within the investment grade bond universe. This active management approach aims to deliver higher current income than passive bond ETFs. The fund leverages BlackRocku2019s extensive resources and expertise in fixed income markets to identify and select attractive yield opportunities. This focus on yield combined with BlackRocku2019s reputation makes it appealing to income-seeking investors.
Risk Analysis
Volatility
BYLDu2019s volatility is influenced by interest rate sensitivity and credit risk of the underlying holdings. It is expected to be moderately volatile compared to equity ETFs.
Market Risk
Market risk includes interest rate risk (rising rates decrease bond values) and credit risk (risk of issuer default). Sector concentration can also add to risk.
Investor Profile
Ideal Investor Profile
The ideal investor for BYLD is a risk-conscious investor seeking current income from investment-grade bonds.
Market Risk
BYLD is suitable for long-term investors seeking income as part of a diversified portfolio.
Summary
The iShares Yield Optimized Bond ETF (BYLD) seeks to maximize current income by investing in a diversified portfolio of investment-grade U.S. bonds. It uses an active yield-optimization strategy rather than tracking a specific index. While it offers the potential for higher income than passive bond ETFs, it also introduces sector concentration and credit risks. BYLD is suitable for risk-averse investors seeking income and comfortable with active management within the bond market. Blackrock's strong reputation makes this ETF a suitable investment for those seeking yield optimized return.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions and investment strategies can change, 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 iShares Yield Optimized Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 80% of its assets in the component securities of the underlying index and to-be-announced transactions ("TBAs") that have economic characteristics that are substantially identical to the economic characteristics of the component securities of the underlying index. The underlying index is a broadly diversified fixed-income index that seeks to deliver current income while maintaining long-term capital appreciation.
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