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Upturn AI SWOT - About
Invesco Investment Grade Defensive ETF (IIGD)
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Upturn Advisory Summary
08/14/2025: 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 10.54% | Avg. Invested days 75 | 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 08/14/2025 |
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 performance of the ICE BofA US Corporate Index, focusing on investment grade corporate bonds with defensive characteristics.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record of managing ETFs.
Management Expertise
Invesco has a team of experienced investment professionals managing their fixed income ETFs, with expertise in credit analysis and portfolio management.
Investment Objective
Goal
To track the investment results of the ICE BofA US Corporate Index, a broad-based benchmark for U.S. dollar-denominated investment grade corporate bonds.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the ICE BofA US Corporate Index, employing a passive investment strategy.
Composition The ETF holds a portfolio of investment grade U.S. corporate bonds.
Market Position
Market Share: Data unavailable to precisely compute current market share.
Total Net Assets (AUM): 107250000
Competitors
Key Competitors
- LQD
- AGG
- VCIT
Competitive Landscape
The investment-grade corporate bond ETF market is highly competitive, with several large players. IIGD distinguishes itself by its 'defensive' focus. Compared to competitors IIGD has smaller AUM. Its defensive focus and diversification are advantages, but its lower trading volume compared to larger funds could be a disadvantage.
Financial Performance
Historical Performance: Historical performance data unavailable as of this response.
Benchmark Comparison: Benchmark performance data is unavailable.
Expense Ratio: 0.06
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity with a reasonably healthy average trading volume.
Bid-Ask Spread
The bid-ask spread for the ETF is generally tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and credit spreads significantly impact the performance of IIGD.
Growth Trajectory
Growth trends are reliant on prevailing interest rate enviroment and demand for defensive investment strategies.
Moat and Competitive Advantages
Competitive Edge
IIGD's competitive advantage lies in its defensive focus within the investment grade corporate bond market. The fund seeks to offer downside protection during periods of economic uncertainty or market volatility. It achieves this by investing in high-quality corporate bonds that are less sensitive to interest rate changes and credit risk. This focus can appeal to investors seeking stability and income.
Risk Analysis
Volatility
Historical volatility data is unavailable.
Market Risk
The ETF is exposed to interest rate risk, credit risk, and market risk, all inherent in fixed income investments.
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-averse individual seeking stable income and downside protection within their fixed income portfolio.
Market Risk
IIGD is suitable for long-term investors and passive index followers looking for investment-grade corporate bond exposure with a defensive strategy.
Summary
Invesco Investment Grade Defensive ETF seeks to replicate the ICE BofA US Corporate Index with a defensive approach. With a low expense ratio, it aims to provide stability in volatile markets. Investors seeking steady income and lower risk exposure may find it a good addition to their portfolio. However, its performance is tied to the underlying index and faces interest rate and credit risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly and may impact the accuracy of the data. Please consult 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 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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