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Upturn AI SWOT - About
iShares Fallen Angels USD Bond ETF (FALN)
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Upturn Advisory Summary
08/14/2025: FALN (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 10.58% | Avg. Invested days 65 | 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 0.84 | 52 Weeks Range 24.54 - 27.06 | Updated Date 06/29/2025 |
52 Weeks Range 24.54 - 27.06 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Fallen Angels USD Bond ETF
ETF Overview
Overview
The iShares Fallen Angels USD Bond ETF (FALN) seeks to track the investment results of an index composed of U.S. dollar-denominated corporate bonds that were rated investment grade when issued but are currently rated below investment grade.
Reputation and Reliability
BlackRock is the world's largest asset manager, known for its reliability and broad range of investment products.
Management Expertise
BlackRock has extensive expertise in managing fixed income ETFs and a large team of investment professionals.
Investment Objective
Goal
To track the investment results of an index composed of U.S. dollar-denominated corporate bonds that were rated investment grade when issued but are currently rated below investment grade.
Investment Approach and Strategy
Strategy: Tracks the ICE US Fallen Angel High Yield 10% Capped Index.
Composition Primarily holds U.S. dollar-denominated corporate bonds.
Market Position
Market Share: FALN has a significant market share within the fallen angel bond ETF category, but smaller compared to the broad high yield market.
Total Net Assets (AUM): 323080000
Competitors
Key Competitors
- VanEck Fallen Angel High Yield Bond ETF (ANGL)
- SPDR Bloomberg High Yield Bond ETF (JNK)
- iShares iBoxx $ High Yield Corporate Bond ETF (HYG)
Competitive Landscape
The competitive landscape is dominated by ANGL, which has a larger AUM and market share. FALN focuses specifically on fallen angels, offering a targeted exposure. JNK and HYG offer broader exposure to the high-yield market, providing diversification advantages but potentially diluting exposure to fallen angels.
Financial Performance
Historical Performance: Historical performance varies based on credit cycles; review official fund fact sheet for specific returns.
Benchmark Comparison: Performance is tracked against the ICE US Fallen Angel High Yield 10% Capped Index.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
FALN exhibits moderate liquidity with sufficient average trading volume for most investors.
Bid-Ask Spread
FALN's bid-ask spread is generally tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and credit spreads impact FALN's performance.
Growth Trajectory
Growth is correlated with the number of companies being downgraded from investment grade to high yield.
Moat and Competitive Advantages
Competitive Edge
FALN's competitive edge lies in its focused exposure to fallen angel bonds, which historically have shown the potential for price appreciation as they recover from downgrades. Its strategy captures the value that arises from bonds that are mispriced due to forced selling after being downgraded from investment grade. This targeted approach appeals to investors seeking potential capital appreciation beyond standard high-yield investments. Blackrock's brand also adds credibility.
Risk Analysis
Volatility
FALN exhibits volatility typical of high-yield bond ETFs.
Market Risk
FALN faces credit risk (default risk) of the underlying bonds and interest rate risk.
Investor Profile
Ideal Investor Profile
Investors seeking higher potential returns than traditional high-yield bonds and willing to accept greater credit risk should invest in FALN.
Market Risk
FALN is suited for investors with a moderate to high risk tolerance and a long-term investment horizon.
Summary
The iShares Fallen Angels USD Bond ETF (FALN) provides targeted exposure to U.S. dollar-denominated corporate bonds that have been downgraded from investment grade. It seeks to capture potential price appreciation as these bonds recover. While offering potentially higher returns, FALN carries credit and interest rate risks typical of high-yield bond investments. The ETF is best suited for investors seeking enhanced yield and capital appreciation within a high-yield bond allocation and who can accept the elevated risk level.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- BlackRock.com
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. 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 Fallen Angels USD Bond ETF
Exchange NASDAQ | 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 the fund will invest at least 90% of its assets in fixed income securities of the types included in the underlying index. The index is designed to reflect the performance of U.S. dollar denominated, high yield corporate bonds that were previously rated investment grade.
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.