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
iShares Yield Optimized Bond ETF (BYLD)
- 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
10/24/2025: 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 15.2% | Avg. Invested days 73 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 (HYLB) seeks to provide current income by investing in a diversified portfolio of U.S. dollar-denominated high-yield corporate bonds. It aims to maximize yield while managing credit risk.
Reputation and Reliability
BlackRock, the issuer of iShares ETFs, is one of the world's largest asset managers with a strong reputation for reliability and a long track record.
Management Expertise
BlackRock has extensive experience and expertise in managing fixed-income investments, with a dedicated team of portfolio managers and analysts.
Investment Objective
Goal
The primary investment goal of HYLB is to generate current income.
Investment Approach and Strategy
Strategy: HYLB employs a yield-optimization strategy, investing primarily in U.S. dollar-denominated high-yield corporate bonds.
Composition The ETF holds a portfolio of high-yield corporate bonds with varying maturities and credit ratings, focusing on issuers perceived to offer attractive risk-adjusted returns.
Market Position
Market Share: Data Unavailable
Total Net Assets (AUM): 794472912
Competitors
Key Competitors
- SPDR Portfolio High Yield Bond ETF (SPHY)
- Xtrackers USD High Yield Corporate Bond ETF (HYLB)
- VanEck High Yield Muni ETF (HYD)
- iShares Broad USD High Yield Corporate Bond ETF (USHY)
- PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT)
Competitive Landscape
The high-yield bond ETF market is competitive, with several players offering similar strategies. HYLB differentiates itself through its yield-optimization approach. Advantages include BlackRock's expertise and broad market access, while disadvantages may include higher expense ratios compared to some competitors and greater susceptibility to credit risks.
Financial Performance
Historical Performance: Historical performance data can be accessed through fund factsheets and investment platforms.
Benchmark Comparison: Compare HYLB's performance against the Bloomberg US Corporate High Yield Index or a similar benchmark to evaluate its effectiveness.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
HYLB exhibits moderate liquidity, supporting relatively smooth trading.
Bid-Ask Spread
The bid-ask spread for HYLB is generally tight, indicating reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, credit spreads, and investor sentiment all affect HYLB's performance.
Growth Trajectory
HYLB's growth trajectory is dependent on investor demand for high-yield bonds and the fund's ability to generate competitive returns.
Moat and Competitive Advantages
Competitive Edge
HYLB benefits from BlackRock's extensive fixed-income expertise and global presence. Its yield-optimization strategy can offer potentially higher income compared to broad market high-yield ETFs. However, this yield optimization inherently takes on greater risk, thus the investor needs to be comfortable with that risk. The fund's brand recognition and wide distribution network further contribute to its competitive edge. The fund invests in a wide range of high-yield bonds and focuses on yield maximization while also monitoring credit risk.
Risk Analysis
Volatility
HYLB's volatility is typically higher than investment-grade bond ETFs due to the nature of high-yield bonds.
Market Risk
HYLB is subject to credit risk (the risk of issuer default), interest rate risk (the risk of rising interest rates), and liquidity risk (the risk of difficulty selling bonds).
Investor Profile
Ideal Investor Profile
The ideal investor for HYLB is someone seeking current income and is willing to accept a higher level of risk compared to investment-grade bonds.
Market Risk
HYLB is suitable for long-term investors seeking income and diversification within a fixed-income portfolio, but not for risk-averse investors.
Summary
iShares Yield Optimized Bond ETF aims for high current income through US high-yield corporate bonds. BlackRock's management brings expertise, although the high-yield focus brings higher risk. The ETF offers a competitive option in its category, with its yield optimization strategy. Investors seeking income and who can tolerate risk may find HYLB valuable but should closely monitor credit and interest rate dynamics to mitigate possible losses.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock
- Bloomberg
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a 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.
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.