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Upturn AI SWOT - About
iShares iBoxx $ High Yield Corporate Bond ETF (HYG)
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Upturn Advisory Summary
08/28/2025: 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 15.39% | Avg. Invested days 80 | 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 08/28/2025 |
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 offers exposure to a broad range of high-yield bonds, providing income and diversification benefits.
Reputation and Reliability
BlackRock, the issuer, is the world's largest asset manager with a strong reputation and track record in managing ETFs.
Management Expertise
BlackRock has a dedicated team of fixed-income professionals with extensive experience in managing high-yield bond portfolios.
Investment Objective
Goal
The ETF's goal is to track the investment results of an index composed of U.S. dollar-denominated, high yield corporate bonds.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, aiming to hold all the bonds in the underlying index, the Markit iBoxx USD Liquid High Yield Index.
Composition The ETF holds a portfolio of U.S. dollar-denominated high-yield corporate bonds.
Market Position
Market Share: HYG is one of the largest and most liquid high-yield corporate bond ETFs, reflecting its popularity and broad acceptance among investors.
Total Net Assets (AUM): 13120000000
Competitors
Key Competitors
- SPDR Bloomberg High Yield Bond ETF (JNK)
- VanEck High Yield Muni ETF (HYMB)
- Xtrackers USD High Yield Corporate Bond ETF (HYLB)
Competitive Landscape
The high-yield corporate bond ETF market is competitive, with HYG holding a significant market share. HYG's advantages include its large AUM and high liquidity, making it a popular choice. JNK is a close competitor, offering a similar investment strategy. Other ETF such as HYMB provides the tax exempt income for its investors.
Financial Performance
Historical Performance: Historical performance data is best obtained from financial data providers like Yahoo Finance, Google Finance, or the iShares website. Numerical data requires frequent updates.
Benchmark Comparison: The ETF is benchmarked against the Markit iBoxx USD Liquid High Yield Index. Tracking error data requires frequent updates.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
The average trading volume of HYG is generally high, indicating good liquidity and ease of trading.
Bid-Ask Spread
The bid-ask spread for HYG is typically tight, reflecting its high liquidity and low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, credit spreads, and overall market sentiment significantly influence the performance of HYG. Rising interest rates and widening credit spreads can negatively impact the ETF, while economic expansion and tighter spreads tend to be favorable.
Growth Trajectory
HYG's growth trajectory depends on investor demand for high-yield bonds and the overall health of the corporate credit market. Changes in strategy primarily involve rebalancing to maintain alignment with the underlying index.
Moat and Competitive Advantages
Competitive Edge
HYG benefits from BlackRock's strong brand and distribution network, making it a preferred choice for many investors seeking high-yield exposure. Its large AUM and high liquidity provide trading advantages, while its well-diversified portfolio mitigates risk. The ETF is a liquid and low cost method for investors to gain high-yield market exposure. Blackrock's brand recognition and management experience provide investor confidence.
Risk Analysis
Volatility
HYG exhibits moderate volatility, reflecting the inherent risk associated with high-yield bonds. Credit risk and interest rate sensitivity are key factors influencing its volatility.
Market Risk
HYG is subject to market risk, including the risk of defaults on the underlying bonds, changes in interest rates, and fluctuations in the overall credit market.
Investor Profile
Ideal Investor Profile
HYG is suitable for investors seeking income and diversification through exposure to high-yield corporate bonds. It is appropriate for investors with a moderate risk tolerance who are willing to accept credit risk in exchange for higher yields.
Market Risk
HYG is best suited for long-term investors seeking income and diversification. Active traders may also use it for short-term tactical allocations.
Summary
The iShares iBoxx $ High Yield Corporate Bond ETF (HYG) is a popular and liquid ETF offering exposure to a broad range of U.S. dollar-denominated high-yield corporate bonds. It is managed by BlackRock, a reputable issuer, and aims to track the Markit iBoxx USD Liquid High Yield Index. While it provides income and diversification, it is subject to credit risk and interest rate sensitivity. HYG is suitable for investors with a moderate risk tolerance seeking long-term income and diversification in the high-yield market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- Bloomberg
- Yahoo Finance
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market conditions can change rapidly, and 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 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.
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.