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Upturn AI SWOT - About
Invesco Investment Grade Defensive ETF (IIGD)
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Upturn Advisory Summary
10/24/2025: IIGD (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 12.18% | Avg. Invested days 85 | 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 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.57 | 52 Weeks Range 22.97 - 24.66 | Updated Date 06/30/2025 |
52 Weeks Range 22.97 - 24.66 | Updated Date 06/30/2025 |
Upturn AI SWOT
Invesco Investment Grade Defensive ETF
ETF Overview
Overview
The Invesco Investment Grade Defensive ETF (IIGD) seeks to provide investment results that correspond generally to the price and yield of the ICE BofA US Corporate Index. This ETF focuses on investment-grade corporate bonds with a defensive approach, seeking to minimize downside risk while generating income.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation. It has a long track record of managing various ETFs and investment products.
Management Expertise
Invesco has a team of experienced fixed-income professionals who manage the ETF, utilizing their expertise in credit analysis and portfolio construction.
Investment Objective
Goal
The primary investment goal of IIGD is to track the investment results of the ICE BofA US Corporate Index.
Investment Approach and Strategy
Strategy: IIGD aims to track the ICE BofA US Corporate Index, a market-value weighted index of investment-grade corporate debt.
Composition The ETF primarily holds investment-grade corporate bonds issued by US companies across various sectors.
Market Position
Market Share: IIGD's market share in the investment-grade corporate bond ETF sector is moderate.
Total Net Assets (AUM): 322759728.68
Competitors
Key Competitors
- iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
- Vanguard Total Bond Market ETF (BND)
- SPDR Portfolio Aggregate Bond ETF (SPAB)
- Vanguard Intermediate-Term Corporate Bond ETF (VCIT)
Competitive Landscape
The investment-grade corporate bond ETF market is highly competitive, with several large players dominating. IIGD competes with larger, more established ETFs like LQD and BND. IIGD differentiates itself with a defensive approach but faces challenges in gaining market share due to the established presence of its competitors and lower trading volume and AUM.
Financial Performance
Historical Performance: Historical performance data is needed from financial sources and will vary across periods.
Benchmark Comparison: Performance must be compared against the ICE BofA US Corporate Index.
Expense Ratio: 0.19
Liquidity
Average Trading Volume
IIGD's average trading volume is moderate, implying moderate liquidity.
Bid-Ask Spread
The bid-ask spread for IIGD is relatively small, suggesting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and credit spreads significantly affect IIGD's performance. Favorable economic conditions and low interest rates may boost bond prices, while rising rates can negatively impact them.
Growth Trajectory
The growth trajectory of IIGD depends on investor demand for defensive investment-grade corporate bond exposure. Changes to strategy and holdings may occur to better align with the target index or to manage risk.
Moat and Competitive Advantages
Competitive Edge
IIGD offers a defensive approach to investment-grade corporate bonds, seeking to minimize downside risk. While this approach might appeal to risk-averse investors, it needs to differentiate itself with a focused investment strategy and strong historical performance metrics to compete with broader more liquid investment grade bond ETFs. Its niche focus may not appeal to all investors compared to its larger peer funds.
Risk Analysis
Volatility
IIGD's volatility is generally lower than equity ETFs due to its focus on investment-grade corporate bonds.
Market Risk
IIGD is exposed to market risk, including interest rate risk, credit risk, and liquidity risk. Rising interest rates can decrease bond values, while credit risk pertains to the potential for bond issuers to default.
Investor Profile
Ideal Investor Profile
IIGD is suited for risk-averse investors seeking income and capital preservation through investment-grade corporate bonds.
Market Risk
IIGD is best for long-term investors looking for a relatively stable source of income and diversification within a fixed-income portfolio.
Summary
The Invesco Investment Grade Defensive ETF (IIGD) provides exposure to investment-grade corporate bonds with a defensive approach. Its goal is to track the ICE BofA US Corporate Index, providing income and moderate capital appreciation. The ETF is suitable for risk-averse investors seeking a stable, income-generating asset. However, it faces competition from larger, more liquid ETFs in the investment-grade corporate bond space and must further differentiate itself in order to gain market share.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered as investment advice. Investment decisions should be based on individual risk tolerance, financial circumstances, and consultation with a qualified financial advisor.
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 Invesco Investment Grade Defensive ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its total assets in securities that comprise the underlying index. The underlying index is designed to provide exposure to U.S. investment grade bonds having the highest quality scores (within the eligible universe of U.S. investment grade bonds) as determined by the index provider.
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