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TCW ETF Trust (HYBX)



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Upturn Advisory Summary
08/14/2025: HYBX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 3.62% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 28.35 - 30.74 | Updated Date 06/28/2025 |
52 Weeks Range 28.35 - 30.74 | Updated Date 06/28/2025 |
Upturn AI SWOT
TCW ETF Trust
ETF Overview
Overview
TCW ETF Trust is a suite of actively managed fixed income ETFs that seek to provide attractive risk-adjusted returns through a variety of strategies, including focusing on income, duration, and credit. It is designed for investors seeking income or total return from fixed income markets.
Reputation and Reliability
TCW is a well-established asset manager with a long history and a solid reputation in the fixed income space. They are known for their research-driven approach and experienced investment team.
Management Expertise
TCW has a team of experienced fixed income professionals with a deep understanding of credit analysis, portfolio construction, and risk management.
Investment Objective
Goal
To provide investors with attractive risk-adjusted returns in the fixed income market.
Investment Approach and Strategy
Strategy: The ETF utilizes an active management approach, aiming to outperform a relevant benchmark index through security selection and duration management. It does not solely track an index.
Composition The ETF holds a diverse portfolio of fixed income securities, including corporate bonds, government bonds, mortgage-backed securities, and other fixed income instruments. The specific composition varies depending on the individual ETF within the TCW ETF Trust.
Market Position
Market Share: TCW ETF Trust has a smaller market share in the overall fixed income ETF market, as it competes with larger, more established players.
Total Net Assets (AUM):
Competitors
Key Competitors
- AGG
- BND
- LQD
- IEF
- HYG
Competitive Landscape
The fixed income ETF market is highly competitive, dominated by large, passively managed funds like AGG and BND. TCW ETF Trust differentiates itself through active management, potentially offering higher returns but also incurring higher fees. Advantages of TCW ETF Trust include the potential for alpha generation through active security selection and duration management. Disadvantages include higher expense ratios compared to passive funds and the risk of underperformance relative to the benchmark.
Financial Performance
Historical Performance: Historical performance data is not directly available as the ETF suite is relatively new. Performance will vary by specific ETF within the TCW ETF Trust.
Benchmark Comparison: Benchmark comparison will vary by specific ETF and should be evaluated based on the fund's stated benchmark.
Expense Ratio: Expense ratios vary by specific ETF within the TCW ETF Trust, typically ranging from 0.3% to 0.6%.
Liquidity
Average Trading Volume
Liquidity varies by specific ETF within the TCW ETF Trust, with trading volume generally lower than more established, passively managed fixed income ETFs.
Bid-Ask Spread
Bid-ask spreads will vary by specific ETF within the TCW ETF Trust and are generally wider than those of more liquid, passively managed fixed income ETFs.
Market Dynamics
Market Environment Factors
TCW ETF Trust is affected by interest rate movements, credit spreads, inflation, and overall economic growth. Changes in monetary policy by the Federal Reserve and shifts in investor sentiment toward risk can significantly impact the ETF's performance.
Growth Trajectory
Growth trends are dependent on investor demand for active fixed income strategies and TCW's ability to deliver competitive returns. Future growth might also be tied to expanding the product line with unique or specialized fixed income strategies.
Moat and Competitive Advantages
Competitive Edge
TCW ETF Trust's competitive advantage lies in its active management approach, leveraging TCW's experienced fixed income team and research capabilities. This allows for potential alpha generation through security selection, duration management, and credit analysis. Their focus on risk-adjusted returns and ability to navigate different market environments can appeal to investors seeking more than just benchmark tracking. The firmu2019s long history and established reputation in fixed income provide a degree of investor confidence. Differentiation through specialized fixed income strategies could further enhance their competitive position.
Risk Analysis
Volatility
Volatility will vary by specific ETF within the TCW ETF Trust, depending on the underlying assets and investment strategy. Actively managed funds may exhibit higher volatility than passive index trackers.
Market Risk
The ETFs are subject to market risk, including interest rate risk (the risk that rising interest rates will decrease the value of fixed income securities), credit risk (the risk that an issuer will default on its debt), and inflation risk (the risk that inflation will erode the real return of fixed income investments).
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking income or total return from fixed income markets, willing to accept a higher expense ratio in exchange for the potential for alpha generation through active management. Investors looking for diversification within their fixed income portfolio and those who believe in the value of active management are suitable.
Market Risk
TCW ETF Trust is best suited for long-term investors who understand the risks and potential rewards of active fixed income management. It is less suitable for passive index followers focused solely on low-cost exposure.
Summary
TCW ETF Trust is a suite of actively managed fixed income ETFs designed to provide attractive risk-adjusted returns. Its active management approach differentiates it from passively managed competitors, offering potential for alpha generation. The higher expense ratios may be a deterrent for some investors. Investors should carefully consider their investment goals and risk tolerance before investing in TCW ETF Trust.
Peer Comparison
Sources and Disclaimers
Data Sources:
- TCW Website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on thorough research and consultation with a qualified financial advisor. All financial data is accurate to the best of our knowledge as of the current date.
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 TCW ETF Trust
Exchange NYSE | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund will invest, under normal circumstances, at least 80% of the value of its net assets, plus the amount of any borrowings for investment purposes, in high yield/below investment grade bonds (commonly known as "junk bonds").

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