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iShares ESG Advanced High Yield Corporate Bond ETF (HYXF)
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Upturn Advisory Summary
11/11/2025: HYXF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star 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 14.45% | Avg. Invested days 103 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/11/2025 |
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 (HYXF) seeks to track the investment results of an index composed of U.S. dollar-denominated, high yield corporate bonds that are screened for certain environmental, social, and governance (ESG) characteristics.
Reputation and Reliability
iShares, a brand of BlackRock, is one of the largest and most reputable ETF providers globally, known for its diverse range of investment products and robust risk management.
Management Expertise
BlackRock has extensive expertise in fixed-income investing and ESG integration, with a dedicated team managing its ETF offerings.
Investment Objective
Goal
The ETF aims to provide investment results that correspond to the price and yield performance, before fees and expenses, of the ICE US ESG High Yield Corporate Bond Index.
Investment Approach and Strategy
Strategy: The ETF seeks to track a specific index composed of U.S. dollar-denominated, high yield corporate bonds that are screened for certain ESG characteristics.
Composition The ETF primarily holds U.S. dollar-denominated, high yield corporate bonds.
Market Position
Market Share: Data Unavailable
Total Net Assets (AUM): 348200000
Competitors
Key Competitors
- Xtrackers USD High Yield Corporate Bond ETF (HYLB)
- SPDR Bloomberg High Yield Bond ETF (JNK)
- iShares iBoxx $ High Yield Corporate Bond ETF (HYG)
Competitive Landscape
The high yield corporate bond ETF market is competitive, with several established players. HYXF differentiates itself through its ESG focus. A potential disadvantage is that the ESG screening may limit the investment universe, potentially affecting performance compared to non-ESG focused competitors.
Financial Performance
Historical Performance: Historical performance data is readily available through financial data providers and the iShares website.
Benchmark Comparison: The ETF's performance should be compared to the ICE US ESG High Yield Corporate Bond Index to assess its tracking effectiveness. Such data can be retrieved from fund fact sheets and financial data platforms.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
The ETF's average trading volume can be assessed through major financial data providers such as Bloomberg or Yahoo Finance to determine its liquidity.
Bid-Ask Spread
Details of the bid-ask spread can also be obtained through the same financial data providers to help understand the cost of trading the ETF.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, credit spreads, and overall economic growth significantly affect HYXF. Sector-specific factors and geopolitical events could also influence bond valuations.
Growth Trajectory
Growth trends depend on investor demand for ESG-focused fixed income products. Changes to the index methodology and holdings composition could also influence its growth.
Moat and Competitive Advantages
Competitive Edge
HYXF's primary competitive advantage lies in its ESG focus, catering to investors seeking socially responsible investments in the high yield space. This aligns with growing investor demand for sustainable and ethical investment options. BlackRock's brand recognition and established distribution network further contribute to its competitive edge. The ESG screening process helps mitigate risks associated with companies that may have negative ESG impacts.
Risk Analysis
Volatility
Volatility can be assessed by reviewing the ETF's historical price fluctuations and comparing it to other high yield bond ETFs and the broader market.
Market Risk
Specific risks include credit risk (the risk of default by bond issuers), interest rate risk (the risk of bond prices falling as interest rates rise), and liquidity risk (the risk of difficulty in selling the bonds). The ESG screening process might lead to concentration risks due to a smaller investable universe.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking high yield corporate bond exposure with an ESG overlay. It suits investors who prioritize socially responsible investing and are willing to accept potential trade-offs in returns due to the ESG screening process.
Market Risk
HYXF is suitable for long-term investors seeking income and potential capital appreciation, as well as those who want to align their investments with their ESG values.
Summary
iShares ESG Advanced High Yield Corporate Bond ETF offers exposure to high yield corporate bonds while incorporating ESG considerations. It targets investors prioritizing sustainability and ethical investing. While this ESG focus may limit the investment universe, the ETF offers a socially responsible approach to high yield bond investing. BlackRock's backing enhances its appeal.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares Website
- BlackRock Website
- Bloomberg
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. Market data is subject to change.
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.
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.