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iShares iBoxx $ High Yield Corporate Bond ETF (HYG)
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Upturn Advisory Summary
12/04/2025: HYG (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 16.03% | Avg. Invested days 77 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/04/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.87 | 52 Weeks Range 72.69 - 80.47 | Updated Date 06/29/2025 |
52 Weeks Range 72.69 - 80.47 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares iBoxx $ High Yield Corporate Bond ETF
ETF Overview
Overview
The iShares iBoxx $ High Yield Corporate Bond ETF (HYG) seeks to track the investment results of an index composed of U.S. dollar-denominated, high yield corporate bonds. It provides exposure to the broad U.S. high-yield corporate bond market, offering potential income with a higher degree of risk than investment-grade bonds. The ETF primarily invests in a diversified portfolio of high-yield corporate bonds.
Reputation and Reliability
iShares is a well-established and reputable issuer of ETFs, managed by BlackRock, one of the world's largest asset managers.
Management Expertise
BlackRock possesses extensive experience and expertise in managing fixed-income investments, with a dedicated team focused on high-yield strategies.
Investment Objective
Goal
To track the investment results of the Markit iBoxx USD Liquid High Yield Index.
Investment Approach and Strategy
Strategy: The ETF employs a representative sampling strategy, which means it invests in a sample of securities in the underlying index that collectively have an investment profile similar to that of the entire index.
Composition The ETF holds a diversified portfolio of U.S. dollar-denominated high-yield corporate bonds.
Market Position
Market Share: HYG holds a significant market share within the high-yield corporate bond ETF sector.
Total Net Assets (AUM): 14350000000
Competitors
Key Competitors
- SPDR Bloomberg High Yield Bond ETF (JNK)
- VanEck High Yield Muni ETF (HYD)
- PIMCO 0-5 Year High Yield Corporate Bond Index ETF (HYS)
Competitive Landscape
The high-yield corporate bond ETF market is competitive, with several major players vying for market share. HYG is the largest ETF in the space, offering high liquidity and a low expense ratio. While other competitors may offer specialized strategies or lower credit quality exposure, HYG benefits from its size and established track record. Competitors like JNK offer similar broad market exposure but with different index tracking methodology. Smaller players might focus on niche segments or specific maturity profiles.
Financial Performance
Historical Performance: Historical performance data is essential to review the ETF's performance over different time periods to understand its track record.
Benchmark Comparison: Comparing the ETFu2019s performance to its benchmark index is crucial to gauge its effectiveness.
Expense Ratio: 0.48
Liquidity
Average Trading Volume
HYG demonstrates high liquidity with a significant average daily trading volume.
Bid-Ask Spread
HYG typically has a tight bid-ask spread, reflecting its high liquidity and ease of trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, credit spreads, and corporate earnings all impact HYG's performance.
Growth Trajectory
HYG's growth trajectory is closely linked to the overall health of the U.S. economy and the high-yield corporate bond market. Strategic shifts in sector allocation or duration management can influence performance.
Moat and Competitive Advantages
Competitive Edge
HYG's competitive edge stems from its scale, liquidity, and the reputation of its issuer, BlackRock. Its large asset base allows for efficient trading and lower transaction costs. The ETF's broad diversification across the high-yield market also mitigates risk. BlackRock's expertise in fixed-income management further enhances the ETF's appeal.
Risk Analysis
Volatility
HYG exhibits moderate volatility, reflecting the inherent risks associated with high-yield corporate bonds.
Market Risk
HYG is exposed to market risk, credit risk (the risk of default by bond issuers), and interest rate risk (the risk that rising interest rates will decrease bond values).
Investor Profile
Ideal Investor Profile
The ideal investor for HYG is someone seeking higher income than typically available from investment-grade bonds, with a tolerance for moderate risk.
Market Risk
HYG is suitable for long-term investors who are comfortable with the volatility of high-yield bonds or as part of a diversified portfolio.
Summary
The iShares iBoxx $ High Yield Corporate Bond ETF (HYG) provides exposure to the broad U.S. high-yield corporate bond market. Its substantial AUM and high trading volume make it one of the most liquid high-yield ETFs available. HYG faces competition from similar ETFs, but its size and BlackRock's management provide advantages. Investors should be aware of the inherent risks associated with high-yield bonds, including credit risk and interest rate sensitivity.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares Official Website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and ETF performance can change rapidly. 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 iBoxx $ High Yield 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 a rules-based index consisting of U.S. dollar-denominated, high yield corporate bonds for sale in the U.S. 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 that the advisor believes will help the fund track the underlying index.
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