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Upturn AI SWOT - About
iShares ESG Advanced Investment Grade Corporate Bond ETF (ELQD)
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Upturn Advisory Summary
08/14/2025: ELQD (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 9.91% | Avg. Invested days 44 | 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 1.42 | 52 Weeks Range 77.33 - 82.95 | Updated Date 06/29/2025 |
52 Weeks Range 77.33 - 82.95 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares ESG Advanced Investment Grade Corporate Bond ETF
ETF Overview
Overview
The iShares ESG Advanced Investment Grade Corporate Bond ETF (USIG) seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds that have been screened for certain environmental, social, and governance (ESG) characteristics. It provides exposure to a broad range of investment-grade corporate bonds while incorporating ESG considerations into the investment process.
Reputation and Reliability
BlackRock is the world's largest asset manager and has a strong reputation for providing reliable and well-managed ETFs.
Management Expertise
BlackRock has extensive experience and expertise in managing fixed-income ETFs and integrating ESG factors into investment strategies.
Investment Objective
Goal
To track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds that have been screened for certain environmental, social, and governance (ESG) characteristics.
Investment Approach and Strategy
Strategy: The ETF aims to track the performance of the ICE ESG Advanced USD Corporate Bond Index.
Composition The ETF holds a portfolio of U.S. dollar-denominated, investment-grade corporate bonds, selected based on ESG criteria.
Market Position
Market Share: USIG's market share in the ESG investment-grade corporate bond ETF sector is substantial but not dominant; precise figures fluctuate with market conditions.
Total Net Assets (AUM): 2820000000
Competitors
Key Competitors
- Vanguard ESG U.S. Corporate Bond ETF (VSC)
- Nuveen ESG U.S. Aggregate Bond ETF (NUAG)
Competitive Landscape
The ESG investment-grade corporate bond ETF market is competitive, with several established players. USIG benefits from BlackRock's brand recognition and ESG integration expertise. Competitors like VSC offer low expense ratios, while others such as NUAG may have different ESG screening methodologies. USIG differentiates itself through its specific ESG index and screening criteria.
Financial Performance
Historical Performance: Historical performance data is available from iShares and various financial data providers (e.g., Morningstar, Bloomberg).
Benchmark Comparison: USIG's performance is typically compared to the ICE ESG Advanced USD Corporate Bond Index to assess tracking accuracy.
Expense Ratio: 0.09
Liquidity
Average Trading Volume
The ETF generally exhibits good liquidity, indicated by average daily trading volumes that facilitate easy entry and exit for investors.
Bid-Ask Spread
The bid-ask spread is typically tight, minimizing transaction costs for investors.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and corporate earnings influence the performance of USIG, as do investor sentiment towards ESG investments and the overall health of the corporate bond market.
Growth Trajectory
The growth trajectory of USIG is closely tied to the increasing demand for ESG investing and the expansion of the investment-grade corporate bond market, potentially leading to strategy and holding adjustments over time.
Moat and Competitive Advantages
Competitive Edge
USIG benefits from BlackRock's established reputation and extensive resources in the ETF market. Its focus on investment-grade corporate bonds offers relatively lower risk compared to high-yield bonds. The ETF's ESG screening process appeals to investors seeking to align their investments with environmental and social values. BlackRock's scale also allows for competitive expense ratios. Finally, the liquidity and tradability of the ETF make it an attractive option for investors.
Risk Analysis
Volatility
USIG's volatility is generally lower than that of equity ETFs, given its focus on investment-grade corporate bonds.
Market Risk
Market risk is present in the form of interest rate risk, credit risk (although mitigated by the investment-grade focus), and liquidity risk during periods of market stress.
Investor Profile
Ideal Investor Profile
The ideal investor for USIG is one seeking exposure to investment-grade corporate bonds with an ESG focus, who is comfortable with moderate risk and return expectations.
Market Risk
USIG is suitable for long-term investors and passive index followers who prioritize ESG considerations in their fixed-income portfolio. It could also be used for diversification purposes.
Summary
The iShares ESG Advanced Investment Grade Corporate Bond ETF offers a diversified exposure to investment-grade corporate bonds while integrating ESG principles into the investment process. Backed by BlackRock's expertise, the ETF features a competitive expense ratio and generally good liquidity. It targets investors who want to incorporate ESG factors in their fixed-income portfolios, aligning financial goals with environmental and social responsibility. Its risks are relatively contained, but it is still subject to credit and interest rate risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- Morningstar
- Bloomberg
- ETF.com
Disclaimers:
The data provided is 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 ESG Advanced Investment Grade Corporate Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The underlying index is designed to apply climate-based and values-based screens to the Markit iBoxx USD Liquid Investment Grade Index (the "parent index"), and also is designed to select issuers with average or above ESG ratings relative to their sector peers, as identified by MSCI ESG Research. The fund will invest at least 80% of its assets in the component securities of the underlying index.
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