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iShares ESG Advanced High Yield Corporate Bond ETF (HYXF)



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Upturn Advisory Summary
08/14/2025: HYXF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 12.55% | Avg. Invested days 91 | 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 0.88 | 52 Weeks Range 42.38 - 48.83 | Updated Date 06/30/2025 |
52 Weeks Range 42.38 - 48.83 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares ESG Advanced High Yield Corporate Bond ETF
ETF Overview
Overview
The iShares ESG Advanced High Yield Corporate Bond ETF (HYGV) seeks to track the investment results of an index composed of U.S. dollar-denominated, high yield corporate bonds that incorporate environmental, social and governance (ESG) factors. The fund aims to provide exposure to high yield corporate bonds while promoting ESG considerations.
Reputation and Reliability
BlackRock is the largest asset manager globally, known for its extensive experience and diverse ETF offerings. iShares, BlackRock's ETF brand, is a reputable and reliable provider.
Management Expertise
BlackRock's management team is highly experienced in managing fixed income and ESG-focused investments, leveraging their global resources and research capabilities.
Investment Objective
Goal
The ETF seeks to track the investment results of an index composed of U.S. dollar-denominated, high yield corporate bonds that incorporate environmental, social and governance (ESG) factors.
Investment Approach and Strategy
Strategy: The ETF employs a representative sampling strategy, meaning it may not hold all of the securities in the underlying index but aims to achieve a similar return profile.
Composition The ETF primarily holds U.S. dollar-denominated high yield corporate bonds, selected based on ESG criteria, excluding issuers involved in certain controversial activities.
Market Position
Market Share: HYGV has a moderate market share within the ESG high yield corporate bond ETF category.
Total Net Assets (AUM): 484700000
Competitors
Key Competitors
- Xtrackers USD High Yield Corporate Bond ETF (HYLB)
- VanEck BDC Income ETF (BIZD)
- SPDR Portfolio High Yield Corporate Bond ETF (SPHY)
Competitive Landscape
The high yield corporate bond ETF market is competitive, with several established players. HYGV differentiates itself through its ESG focus, which may appeal to socially conscious investors. Competitors may offer lower expense ratios or different risk/return profiles. HYGV's larger AUM compared to some ESG-focused peers provides some advantage.
Financial Performance
Historical Performance: Historical performance varies based on market conditions, interest rate movements, and credit spreads. Consult reputable financial data sources for specific return figures across different time periods.
Benchmark Comparison: The ETF's performance should be compared to its underlying index (ICE US ESG High Yield Corporate Bond Index) to assess tracking efficiency.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
HYGV exhibits a moderate average trading volume, which should generally be sufficient for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's liquidity and efficient trading dynamics.
Market Dynamics
Market Environment Factors
Economic growth, interest rate policies, credit spreads, and investor sentiment towards risk influence the ETF's performance.
Growth Trajectory
The ETF's growth is tied to the demand for ESG investing and the overall performance of the high yield corporate bond market. Growth may be constrained during periods of economic uncertainty or rising interest rates.
Moat and Competitive Advantages
Competitive Edge
HYGV's competitive advantage lies in its combination of high yield corporate bond exposure with an ESG focus. This appeals to investors seeking both income and socially responsible investing. BlackRock's brand recognition and extensive distribution network also provide an advantage. The ETF benefits from a rules-based approach to ESG integration, providing transparency and consistency. This differentiated approach may attract investors seeking more than just traditional high yield exposure.
Risk Analysis
Volatility
High yield corporate bonds are inherently more volatile than investment-grade bonds. The ETF's volatility will reflect the credit risk and interest rate sensitivity of its underlying holdings.
Market Risk
The ETF is exposed to market risk, including interest rate risk (rising rates can negatively impact bond prices), credit risk (issuers may default on their debt), and liquidity risk (difficulty in selling bonds during periods of market stress).
Investor Profile
Ideal Investor Profile
HYGV is suitable for investors seeking income from high yield corporate bonds and who prioritize ESG factors. Investors should have a moderate to high risk tolerance and a long-term investment horizon.
Market Risk
The ETF is best suited for long-term investors seeking to complement their portfolio with high yield bond exposure and ESG considerations.
Summary
iShares ESG Advanced High Yield Corporate Bond ETF (HYGV) offers exposure to high yield corporate bonds while incorporating ESG principles. It targets investors seeking income and socially responsible investments. The ETF's performance is subject to market risks, including interest rate and credit risks. HYGV competes with other high yield ETFs, differentiating itself through its ESG focus, backed by BlackRock's extensive resources and reputation.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- Morningstar
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. 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 ESG Advanced High Yield Corporate Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The index is designed to reflect the performance of U.S. dollar-denominated high yield corporate bonds of issuers with favorable ESG ratings, as identified by the index Provider, while applying additional screens. The fund will invest at least 80% of its assets in the component securities of the underlying index, and it will invest at least 90% of its assets in fixed income securities of the types included in the underlying index.

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