Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
HYBX
Upturn stock ratingUpturn stock rating

TCW ETF Trust (HYBX)

Upturn stock ratingUpturn stock rating
$30.66
Last Close (24-hour delay)
Profit since last BUY3.62%
upturn advisory
Consider higher Upturn Star rating
BUY since 67 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

08/14/2025: HYBX (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 3.62%
Avg. Invested days 52
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

ai summary icon Upturn AI SWOT

TCW ETF Trust

stock logo

ETF Overview

overview logo 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.

reliability logo 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.

reliability logo 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

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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").