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iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
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Upturn Advisory Summary
09/15/2025: LQD (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 6.63% | Avg. Invested days 42 | 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 09/15/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.44 | 52 Weeks Range 102.19 - 110.35 | Updated Date 06/29/2025 |
52 Weeks Range 102.19 - 110.35 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares iBoxx $ Investment Grade Corporate Bond ETF
ETF Overview
Overview
The iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds. It provides exposure to a broad range of investment-grade corporate bonds, offering a diversified approach to fixed income investing.
Reputation and Reliability
iShares, managed by BlackRock, is a well-established and reputable ETF provider with a long track record in the market.
Management Expertise
BlackRock has extensive experience and expertise in managing fixed-income ETFs, with a large team of investment professionals.
Investment Objective
Goal
To track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds.
Investment Approach and Strategy
Strategy: LQD aims to replicate the performance of the Markit iBoxx USD Liquid Investment Grade Index.
Composition The ETF primarily holds U.S. dollar-denominated investment-grade corporate bonds.
Market Position
Market Share: LQD holds a significant market share within the investment-grade corporate bond ETF segment.
Total Net Assets (AUM): 32390000000
Competitors
Key Competitors
- Vanguard Total Corporate Bond ETF (VTC)
- SPDR Portfolio Aggregate Bond ETF (SPAB)
- Vanguard Intermediate-Term Corporate Bond ETF (VCIT)
Competitive Landscape
The investment-grade corporate bond ETF market is competitive, with several large players. LQD benefits from BlackRock's brand recognition and large AUM, while competitors offer similar exposure at potentially lower expense ratios. LQDu2019s advantage lies in its high liquidity and long track record; however, competitors sometimes provide more comprehensive market coverage at a slightly cheaper cost.
Financial Performance
Historical Performance: Historical performance data is readily available from iShares and other financial data providers. Please refer to their websites for specific performance figures across different time periods.
Benchmark Comparison: The ETF's performance should be compared against the Markit iBoxx USD Liquid Investment Grade Index. Please refer to the ETF's fund fact sheet for specific data.
Expense Ratio: 0.14
Liquidity
Average Trading Volume
LQD generally exhibits high average daily trading volume, indicating strong liquidity.
Bid-Ask Spread
The bid-ask spread is typically tight for LQD, reflecting its high liquidity and low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and credit spreads significantly influence LQD. Bond yields and overall market sentiment also affect LQD.
Growth Trajectory
LQD's growth is influenced by overall investor demand for fixed income and corporate bonds, along with interest rate movements and credit market conditions. Strategy changes are minimal, as it focuses on tracking the index.
Moat and Competitive Advantages
Competitive Edge
LQD benefits from its large AUM, which provides economies of scale and enhances liquidity. Its affiliation with BlackRock gives it credibility and access to extensive resources. The ETF's long track record establishes it as a reliable option for investors seeking investment-grade corporate bond exposure. LQD's focus on the most liquid investment-grade bonds makes it attractive for institutional investors. However, the similar expense ratio of its competitors means that it doesn't enjoy a significant advantage in this space.
Risk Analysis
Volatility
LQD's volatility is generally lower compared to equity ETFs due to the lower inherent risk of investment-grade corporate bonds.
Market Risk
LQD is subject to interest rate risk, credit risk (the risk of default by bond issuers), and market risk (general economic conditions).
Investor Profile
Ideal Investor Profile
LQD is suitable for investors seeking stable income, diversification within their portfolio, and exposure to investment-grade corporate bonds. It's suitable for those looking to mitigate portfolio risk.
Market Risk
LQD is best suited for long-term investors seeking income and capital preservation, as well as for passive index followers.
Summary
The iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) is a well-established ETF that tracks the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds. Its large AUM and high liquidity make it an attractive option for investors seeking exposure to this asset class. However, investors should carefully consider interest rate and credit risk when investing in LQD. Despite its established position, competitors offer similar exposure at potentially lower expense ratios.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investors should consult with a qualified financial advisor before making any investment decisions. Market data is dynamic and may change frequently. All investments carry risk.
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 iBoxx $ Investment Grade Corporate Bond ETF
Exchange NYSE ARCA | 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 it will invest at least 90% of its assets in fixed income securities of the types included in the underlying index that the advisor believes will help the fund track the underlying index. The underlying index is designed to provide a broad representation of the U.S. dollar-denominated liquid investment-grade corporate bond market.
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