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Upturn AI SWOT - About
iShares Core Total USD Bond Market ETF (IUSB)
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Upturn Advisory Summary
07/11/2025: IUSB (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 1.72% | Avg. Invested days 35 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/11/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.98 | 52 Weeks Range 43.24 - 46.18 | Updated Date 06/29/2025 |
52 Weeks Range 43.24 - 46.18 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Core Total USD Bond Market ETF
ETF Overview
Overview
The iShares Core Total USD Bond Market ETF (AGG) seeks to track the investment results of an index composed of the total U.S. dollar-denominated investment-grade bond market. It offers broad exposure to the U.S. investment-grade bond market and is ideal for investors looking for a core fixed income holding.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and extensive experience in managing ETFs.
Management Expertise
BlackRock has a large and experienced team of portfolio managers dedicated to fixed-income investing.
Investment Objective
Goal
To track the investment results of an index composed of the total U.S. dollar-denominated investment-grade bond market.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the Bloomberg US Aggregate Bond Index.
Composition The ETF holds a diversified portfolio of U.S. dollar-denominated investment-grade bonds, including U.S. Treasuries, government-related securities, corporate bonds, and mortgage-backed securities.
Market Position
Market Share: AGG is one of the largest and most liquid bond ETFs, holding a significant market share in the U.S. total bond market ETF category.
Total Net Assets (AUM): 28320000000
Competitors
Key Competitors
- Vanguard Total Bond Market ETF (BND)
- Schwab U.S. Aggregate Bond ETF (SCHZ)
- SPDR Portfolio Aggregate Bond ETF (SPAB)
Competitive Landscape
The U.S. total bond market ETF space is highly competitive, with several large players offering similar products. AGG competes on the basis of tracking accuracy, expense ratio, and liquidity. While AGG has a long track record and high liquidity, competitors like BND and SCHZ offer slightly lower expense ratios.
Financial Performance
Historical Performance: Historical performance data is available from various financial data providers. Returns vary depending on the period analyzed.
Benchmark Comparison: The ETF's performance closely tracks the Bloomberg US Aggregate Bond Index. Differences are due to expense ratio and tracking error.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
AGG exhibits high liquidity, characterized by a robust average daily trading volume.
Bid-Ask Spread
AGG typically maintains a tight bid-ask spread, indicative of its strong liquidity and efficient trading.
Market Dynamics
Market Environment Factors
AGG is influenced by factors such as interest rate changes, inflation expectations, and credit spreads.
Growth Trajectory
AGG's growth is tied to the overall growth of the U.S. bond market and investor demand for fixed income exposure.
Moat and Competitive Advantages
Competitive Edge
AGG's competitive edge lies in its first-mover advantage, large AUM, and high liquidity, which attract institutional and retail investors. The ETF's well-established brand and strong track record enhance its appeal as a core fixed income holding. Its extensive trading volume makes it an ideal instrument for both long-term and short-term strategies. It offers efficient access to the broad U.S. investment-grade bond market.
Risk Analysis
Volatility
AGG's volatility is generally low compared to equity ETFs, but it is sensitive to interest rate fluctuations.
Market Risk
AGG is subject to interest rate risk (duration risk), credit risk (default risk), and inflation risk. Rising interest rates can negatively impact the ETF's value.
Investor Profile
Ideal Investor Profile
AGG is suitable for risk-averse investors seeking a core fixed income allocation, income generation, and diversification.
Market Risk
AGG is best for long-term investors seeking passive index exposure to the U.S. bond market.
Summary
The iShares Core Total USD Bond Market ETF (AGG) offers broad exposure to the U.S. investment-grade bond market, making it a popular choice for core fixed income allocations. Managed by BlackRock, AGG tracks the Bloomberg US Aggregate Bond Index and provides diversification across various bond sectors. While its expense ratio is slightly higher than some competitors, its high liquidity and large AUM make it an attractive option. It is suitable for risk-averse investors looking for a stable, income-generating investment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- Bloomberg
- Morningstar
- SEC Filings
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investment decisions should be based on your own due diligence and consultation with a 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 iShares Core Total USD Bond Market 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 underlying index and to-be-announced transactions ("TBAs") that have economic characteristics that are substantially identical to the economic characteristics of the component securities of the underlying index. The index measures the performance of U.S. dollar-denominated taxable bonds that are rated either investment-grade or high yield.
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.