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HYXF
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iShares ESG Advanced High Yield Corporate Bond ETF (HYXF)

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$47.15
Last Close (24-hour delay)
Profit since last BUY3.6%
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BUY since 67 days
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Upturn Advisory Summary

08/14/2025: HYXF (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 12.55%
Avg. Invested days 91
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 3.0
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 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

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iShares ESG Advanced High Yield Corporate Bond ETF

stock logo

ETF Overview

overview logo 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.

reliability logo 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.

reliability logo 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

overview logo 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

overview logo 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.

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 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.