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iShares CMBS ETF (CMBS)
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Upturn Advisory Summary
12/02/2025: CMBS (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 13.09% | Avg. Invested days 104 | 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 12/02/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.71 | 52 Weeks Range 45.13 - 48.75 | Updated Date 06/29/2025 |
52 Weeks Range 45.13 - 48.75 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares CMBS ETF
ETF Overview
Overview
The iShares CMBS ETF (CMBS) seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade commercial mortgage-backed securities. The fund provides exposure to a diversified portfolio of CMBS, offering potential income and diversification benefits. It primarily focuses on the commercial real estate sector through securitized mortgage debt.
Reputation and Reliability
iShares, a brand of BlackRock, is a well-established and reputable ETF provider with a long track record of managing various ETFs across different asset classes.
Management Expertise
BlackRock has extensive expertise in fixed-income investing and managing mortgage-backed securities, providing robust management for the CMBS ETF.
Investment Objective
Goal
The fund seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade commercial mortgage-backed securities.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the Bloomberg U.S. CMBS IMI index.
Composition The ETF holds a portfolio of commercial mortgage-backed securities (CMBS), primarily those rated investment grade.
Market Position
Market Share: Estimated to be approximately 20-30% based on available AUM data.
Total Net Assets (AUM): 541480000
Competitors
Key Competitors
- Invesco CMBS ETF (IRC)
- Janus Henderson Mortgage-Backed Securities ETF (VMBS)
Competitive Landscape
The CMBS ETF market is relatively concentrated. CMBS, managed by BlackRock's iShares, offers a blend of competitive expense ratios and a large AUM. Competitors vie for investors using diverse approaches, with some focusing on broader mortgage-backed securities.
Financial Performance
Historical Performance: Historical performance data is not included as JSON number arrays. Consult financial data providers for specific figures.
Benchmark Comparison: Benchmark comparison data is not included as JSON number arrays. Consult financial data providers for specific figures.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
The ETF generally exhibits moderate liquidity with an adequate average daily trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's liquidity and market efficiency.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and the health of the commercial real estate market influence the ETF's performance. A strong economy and low interest rates typically benefit CMBS.
Growth Trajectory
The ETF's growth depends on investor demand for fixed income and commercial real estate exposure. Changes in interest rate policies and commercial real estate market conditions can affect its growth.
Moat and Competitive Advantages
Competitive Edge
iShares CMBS ETF benefits from BlackRock's established brand and extensive fixed-income expertise. It offers a relatively low expense ratio compared to some competitors. The fund's large asset base provides ample liquidity, making it attractive for institutional investors. Furthermore, its diversified CMBS portfolio reduces concentration risk. The brand provides the ETF with a competitive edge over newer or smaller peers.
Risk Analysis
Volatility
The ETF's volatility is moderate, reflecting the generally stable nature of investment-grade CMBS.
Market Risk
The ETF is subject to risks associated with the commercial real estate market, including potential defaults on commercial mortgages and fluctuations in property values. Changes in interest rates can also impact CMBS values.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking income and diversification through exposure to commercial mortgage-backed securities. Investors who desire a fixed income portfolio should also consider it.
Market Risk
The ETF is best suited for long-term investors seeking income and diversification, as well as those with a moderate risk tolerance.
Summary
The iShares CMBS ETF (CMBS) offers investors a convenient way to access the U.S. commercial mortgage-backed securities market. It provides diversification and potential income. The ETF's performance is closely tied to the health of the commercial real estate sector and interest rate environment. Managed by BlackRock's iShares, it benefits from a strong brand and extensive fixed-income expertise. The expense ratio is competitive, and it is ideal for long-term investors seeking exposure to CMBS and desiring a fixed income allocation.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares website
- Bloomberg
- ETF.com
- Company Filings
Disclaimers:
The data and analysis provided are 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 iShares CMBS ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of investment-grade commercial mortgage-backed securities (CMBS), which are classes of securities (known as certificates) that represent interests in pools of commercial mortgages. The fund will invest at least 80% of its assets in the component securities of the underlying index, and it will invest at least 90% of its assets in fixed income securities of the types included in the underlying index that BFA believes will help the fund track the underlying index.
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