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Upturn AI SWOT - About
Fidelity Investment Grade Bond ETF (FIGB)
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Upturn Advisory Summary
08/14/2025: FIGB (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 3.75% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.01 | 52 Weeks Range 40.41 - 43.62 | Updated Date 06/29/2025 |
52 Weeks Range 40.41 - 43.62 | Updated Date 06/29/2025 |
Upturn AI SWOT
Fidelity Investment Grade Bond ETF
ETF Overview
Overview
The Fidelity Investment Grade Bond ETF (LQD) seeks to track the performance of a broad investment-grade U.S. corporate bond market. It aims to provide investment results that correspond to the price and yield performance of the ICE BofA US Corporate Index.
Reputation and Reliability
Fidelity is a well-established and reputable investment management firm with a long track record.
Management Expertise
Fidelity has a large team of experienced fixed-income professionals managing its bond ETFs.
Investment Objective
Goal
To provide investment results that correspond to the price and yield performance of the ICE BofA US Corporate Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of its benchmark index.
Composition The ETF primarily holds U.S. dollar-denominated investment-grade corporate bonds.
Market Position
Market Share: Unable to provide precise real-time market share data without access to current market databases.
Total Net Assets (AUM): 343700000
Competitors
Key Competitors
- iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
- Vanguard Total Bond Market ETF (BND)
- SPDR Portfolio Aggregate Bond ETF (SPAB)
Competitive Landscape
The investment-grade corporate bond ETF market is dominated by a few large players like iShares and Vanguard. FIGD is relatively new and is trying to gain market share. FIGD has a lower expense ratio, which might attract investors.
Financial Performance
Historical Performance: Historical performance data can be found on Fidelity's website and other financial data providers.
Benchmark Comparison: The ETF is designed to closely track the performance of the ICE BofA US Corporate Index.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
The average trading volume is moderate and typically sufficient for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating good liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and credit spreads all impact the performance of investment-grade corporate bonds.
Growth Trajectory
The ETF's growth is dependent on investor demand for investment-grade corporate bond exposure, which is influenced by macroeconomic conditions and market sentiment.
Moat and Competitive Advantages
Competitive Edge
FIGD offers a very low expense ratio compared to some of its larger competitors, which is a key advantage. This lower cost can result in slightly higher returns over the long term. The ETF's passive indexing strategy provides broad exposure to the investment-grade corporate bond market. Fidelity's brand recognition and extensive distribution network also contribute to its competitive position.
Risk Analysis
Volatility
Investment-grade corporate bonds generally exhibit lower volatility compared to equities, but they are still subject to interest rate risk and credit risk.
Market Risk
Rising interest rates can negatively impact bond prices, and credit downgrades can lead to lower bond values.
Investor Profile
Ideal Investor Profile
Risk-averse investors seeking stable income and diversification within their portfolio, who don't mind moderate fluctuations.
Market Risk
Suitable for long-term investors seeking passive exposure to the investment-grade corporate bond market.
Summary
The Fidelity Investment Grade Bond ETF (FIGD) seeks to track the performance of the ICE BofA US Corporate Index and offers investors access to a broad range of investment-grade corporate bonds. Its primary appeal lies in its very low expense ratio. It suits risk-averse investors seeking stable income. Potential investors should be aware of the interest rate and credit risk associated with bond investments. While it is a relatively new entrant, it leverages Fidelity's brand and distribution network to compete with larger, more established ETFs in the market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fidelity Investments Website
- ICE Data Indices
- Various Financial Data Providers
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data is based on estimates and may not be precise. Past performance is not indicative of future results.
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 Fidelity Investment Grade Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund normally invests at least 80% of assets in investment-grade debt securities (those of medium and high quality) of all types and repurchase agreements for those securities. The adviser allocates assets across different market sectors and maturities. It invests in domestic and foreign issuers. The adviser analyzes the credit quality of the issuer, security-specific features, current and potential future valuation, and trading opportunities to select investments.
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.