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Upturn AI SWOT - About
iShares Core Total USD Bond Market ETF (IUSB)
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Upturn Advisory Summary
08/29/2025: 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 3.63% | Avg. Invested days 40 | 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 08/29/2025 |
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. investment-grade bond market. It provides broad exposure to the U.S. bond market, including government, corporate, and securitized debt. The ETF is designed for investors seeking a core bond holding within a diversified portfolio.
Reputation and Reliability
BlackRock, the issuer, is one of the world's largest asset managers with a strong reputation and a long track record of managing ETFs.
Management Expertise
BlackRock has a team of experienced portfolio managers and analysts dedicated to fixed-income investing.
Investment Objective
Goal
The investment objective is to track the investment results of an index composed of the total U.S. investment-grade bond market.
Investment Approach and Strategy
Strategy: The ETF aims to track the investment results of the Bloomberg U.S. Aggregate Bond Index.
Composition The ETF holds a diversified portfolio of U.S. investment-grade bonds, including U.S. government bonds, corporate bonds, mortgage-backed securities, and asset-backed securities.
Market Position
Market Share: AGG is a major player in the U.S. bond ETF market, holding a significant portion of the total assets under management.
Total Net Assets (AUM): 277800000000
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. bond ETF market is highly competitive, with several large ETFs vying for market share. AGG's advantage lies in its established brand and large AUM, which contribute to liquidity and lower trading costs. However, competitors like BND often have lower expense ratios.
Financial Performance
Historical Performance: Historical data, including the 1-year, 3-year, 5-year and 10-year annual returns, can be used to understand ETFu2019s performance. The information is widely available.
Benchmark Comparison: The ETF's performance closely tracks the Bloomberg U.S. Aggregate Bond Index, indicating its effectiveness in replicating the index's returns.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
AGG exhibits high liquidity, with a substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting its high liquidity and accessibility for trading.
Market Dynamics
Market Environment Factors
Economic factors like interest rate changes, inflation, and overall economic growth affect AGG's performance. These factors influence bond yields and prices, impacting the ETF's returns.
Growth Trajectory
AGG's growth is tied to the overall growth of the U.S. bond market. Changes in asset allocation and expense ratios may impact its trajectory over time.
Moat and Competitive Advantages
Competitive Edge
AGG benefits from BlackRock's established brand and its large AUM, contributing to high liquidity and lower trading costs. The ETF's adherence to a widely recognized benchmark index provides transparency and predictability. Its diversified exposure to the U.S. investment-grade bond market also contributes to its stability. Lower expense ratio, or a more effective indexing approach are where competitor ETFs attempt to compete.
Risk Analysis
Volatility
AGG's historical volatility is relatively low compared to equity ETFs, reflecting the generally lower volatility of bonds.
Market Risk
Specific risks include interest rate risk (bond prices decline when interest rates rise), credit risk (risk of default), and inflation risk (inflation erodes the value of fixed income payments).
Investor Profile
Ideal Investor Profile
AGG is suitable for investors seeking a core fixed-income holding, a diversified portfolio, and relatively low risk exposure.
Market Risk
AGG is best for long-term investors and passive index followers who want a broad exposure to the U.S. bond market.
Summary
The iShares Core Total USD Bond Market ETF (AGG) provides broad exposure to the U.S. investment-grade bond market, making it a suitable core holding for diversified portfolios. It closely tracks the Bloomberg U.S. Aggregate Bond Index and benefits from BlackRock's experience and brand. While it has a relatively low expense ratio and good liquidity, it is subject to interest rate, credit, and inflation risks. Overall, AGG is a solid option for investors seeking stable, fixed-income returns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- Bloomberg
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances 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.