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Upturn AI SWOT - About
iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB)
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Upturn Advisory Summary
08/01/2025: IGIB (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 5.7% | Avg. Invested days 43 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/01/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.13 | 52 Weeks Range 48.91 - 53.19 | Updated Date 06/29/2025 |
52 Weeks Range 48.91 - 53.19 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares 5-10 Year Investment Grade Corporate Bond ETF
ETF Overview
Overview
The iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds with remaining maturities between five and ten years. It offers exposure to the intermediate-term corporate bond market, focusing on high-quality, investment-grade securities. The ETF's asset allocation is primarily concentrated in corporate bonds. Its investment strategy involves passively tracking its underlying index, aiming for returns that closely mirror the index's performance.
Reputation and Reliability
iShares, a division of BlackRock, is one of the largest and most reputable ETF providers globally, known for its wide range of ETF offerings and reliable tracking of underlying indices.
Management Expertise
BlackRock has extensive experience and expertise in managing fixed-income investments, with a dedicated team focused on bond ETFs.
Investment Objective
Goal
The primary investment goal of IGIB is to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds with remaining maturities between five and ten years.
Investment Approach and Strategy
Strategy: IGIB aims to track the investment results of the ICE BofA 5-10 Year US Corporate Index.
Composition IGIB primarily holds U.S. dollar-denominated, investment-grade corporate bonds.
Market Position
Market Share: IGIB holds a significant market share within the intermediate-term investment-grade corporate bond ETF category.
Total Net Assets (AUM): 7500000000
Competitors
Key Competitors
- Vanguard Intermediate-Term Corporate Bond ETF (VCIT)
- Schwab Intermediate-Term Corporate Bond ETF (SCHI)
- SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB)
Competitive Landscape
The ETF industry for intermediate-term investment-grade corporate bonds is competitive, with several major players. IGIB benefits from BlackRock's brand recognition and large AUM, offering high liquidity. However, competitors such as VCIT often offer slightly lower expense ratios, which can attract cost-conscious investors.
Financial Performance
Historical Performance: Historical performance data is dynamic, but can be sourced from fund provider websites.
Benchmark Comparison: The ETF's performance closely tracks the ICE BofA 5-10 Year US Corporate Index.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
IGIB typically exhibits high average trading volume, indicating strong liquidity.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's high liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and corporate credit spreads significantly affect IGIB. Sector growth prospects and overall market sentiment also play a role.
Growth Trajectory
IGIB's growth depends on investor demand for intermediate-term corporate bond exposure and overall market conditions. Changes in the ETF's strategy and holdings are typically driven by adjustments to the underlying index.
Moat and Competitive Advantages
Competitive Edge
IGIB benefits from BlackRock's strong brand recognition and extensive distribution network. Its large AUM contributes to high liquidity, making it attractive to institutional investors. The ETF's low expense ratio, relative to actively managed funds, provides a cost advantage. IGIB offers a diversified portfolio of investment-grade corporate bonds with maturities between five and ten years, catering to investors seeking intermediate-term fixed-income exposure. Overall, the ETF's passive tracking strategy and focus on investment-grade bonds provide a stable investment option.
Risk Analysis
Volatility
IGIB's volatility is generally lower than that of equity ETFs but is influenced by interest rate fluctuations and changes in corporate credit spreads.
Market Risk
Specific risks include interest rate risk (changes in interest rates can impact bond prices), credit risk (risk of issuer default), and liquidity risk (although IGIB itself is liquid, the underlying bonds could face liquidity challenges).
Investor Profile
Ideal Investor Profile
The ideal investor profile includes those seeking a stable income stream, diversification within a fixed-income portfolio, and exposure to investment-grade corporate bonds.
Market Risk
IGIB is suitable for long-term investors, passive index followers, and those looking to diversify their portfolio with intermediate-term investment-grade corporate bonds.
Summary
The iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) provides exposure to a diversified portfolio of intermediate-term, investment-grade corporate bonds. It offers a relatively low-cost and liquid way to access this segment of the fixed-income market. IGIB's performance closely tracks its underlying index, making it a suitable choice for passive investors. While subject to interest rate and credit risk, it serves as a valuable tool for building a well-rounded portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Official Website
- BlackRock Official Website
- Morningstar
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own research and due diligence. Market conditions can change rapidly and may impact the performance of the ETF.
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 5-10 Year Investment Grade Corporate Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 80% of its assets in the component securities of the index, and it will invest at least 90% of its assets in fixed income securities of the types included in the underlying index that BFA believes will help the fund track the index. The fund will invest no more than 10% of its assets in futures, options and swaps contracts that BFA believes will help the fund track the index as well as in fixed income securities other than the types included in the index, but which BFA believes will help the fund track the index.
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