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Upturn AI SWOT - About
iShares CMBS ETF (CMBS)
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Upturn Advisory Summary
09/16/2025: 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 12.25% | Avg. Invested days 91 | 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 09/16/2025 |
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. It provides exposure to the commercial real estate debt market through securitized mortgages, offering diversification and potential income.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation for ETF innovation and management.
Management Expertise
BlackRock has extensive experience in managing fixed-income and real estate investments, ensuring professional oversight of the ETF.
Investment Objective
Goal
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 employs a passive management strategy, tracking the Bloomberg CMBS Ex-Agency Float Adjusted Index.
Composition The ETF primarily holds commercial mortgage-backed securities (CMBS) rated investment grade.
Market Position
Market Share: CMBS holds a substantial market share within the CMBS ETF category, but there are few direct competitors.
Total Net Assets (AUM): 646268296
Competitors
Key Competitors
- Invesco CMBS ETF (CMBS)
- Janus Henderson AAA CLO ETF (JAAA)
Competitive Landscape
The CMBS ETF market has limited competition. CMBS benefits from BlackRock's brand recognition and established presence. Competitors may offer slightly different index tracking or expense ratios, but CMBS generally leads in AUM and liquidity.
Financial Performance
Historical Performance: Historical performance data is not provided here, but can be found on the BlackRock website or through financial data providers.
Benchmark Comparison: Benchmark comparisons can be found on the BlackRock website or through financial data providers.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
The iShares CMBS ETF (CMBS) has an average daily trading volume of approximately 93,592, indicating moderate liquidity.
Bid-Ask Spread
The bid-ask spread is typically around 0.03%, suggesting relatively low transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and the health of the commercial real estate market significantly influence the performance of CMBS. Rising interest rates can negatively affect CMBS values.
Growth Trajectory
The ETF's growth is tied to the overall health of the commercial real estate sector and investor demand for fixed-income securities. Changes in interest rate expectations can impact investor sentiment.
Moat and Competitive Advantages
Competitive Edge
iShares CMBS ETF benefits from BlackRock's established brand, extensive distribution network, and scale. Its size allows for tighter tracking of the underlying index and lower transaction costs. The ETFu2019s large AUM also enhances liquidity for investors. BlackRock's experience in fixed-income management provides additional credibility. The ETF is known for its efficient expense ratio.
Risk Analysis
Volatility
The CMBS ETF exhibits moderate volatility, influenced by interest rate sensitivity and credit risk within the underlying commercial mortgages.
Market Risk
Specific risks include credit risk associated with the underlying commercial mortgages, interest rate risk, and prepayment risk. Broader economic downturns can negatively impact the commercial real estate market.
Investor Profile
Ideal Investor Profile
The ideal investor is a fixed-income investor seeking diversification within the commercial real estate debt market and potential income. Investors seeking exposure to investment-grade CMBS can find this ETF suitable.
Market Risk
This ETF is suitable for long-term investors seeking income and diversification within a fixed-income portfolio. It is also appropriate for passive index followers.
Summary
The iShares CMBS ETF (CMBS) offers targeted exposure to the commercial mortgage-backed securities market, providing diversification and potential income. Backed by BlackRock's expertise, CMBS is a well-established and liquid ETF. Itu2019s suitable for long-term investors seeking fixed-income exposure within the commercial real estate sector. Interest rate risk and credit risk within the underlying mortgages remain key considerations. CMBS's moderate volatility and index-tracking strategy make it a good core holding for those seeking stability.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- Bloomberg
- FactSet
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data is subject to change.
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.
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.