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iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
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Upturn Advisory Summary
04/22/2025: LQD (1-star) is currently NOT-A-BUY. Pass it for now.
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 -6.46% | Avg. Invested days 35 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/22/2025 |
Key Highlights
Volume (30-day avg) 33173226 | Beta 1.48 | 52 Weeks Range 99.66 - 111.20 | Updated Date 04/23/2025 |
52 Weeks Range 99.66 - 111.20 | Updated Date 04/23/2025 |
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 corporate bonds with relatively high credit ratings, offering income and diversification benefits.
Reputation and Reliability
BlackRock is one of the world's largest asset managers, known for its established track record and diverse ETF offerings, providing a high level of trust and reliability.
Management Expertise
BlackRock's management team has extensive experience in fixed-income investing and ETF management, with a proven ability to navigate various market conditions.
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: The ETF aims to replicate the performance of the Markit iBoxx USD Liquid Investment Grade Index.
Composition The ETF primarily holds U.S. dollar-denominated corporate bonds rated as investment grade, spanning various sectors and maturities.
Market Position
Market Share: LQD holds a significant market share within the investment-grade corporate bond ETF sector.
Total Net Assets (AUM): 31610000000
Competitors
Key Competitors
- Vanguard Intermediate-Term Corporate Bond ETF (VCIT)
- SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB)
- iShares Intermediate-Term Corporate Bond ETF (IGIB)
Competitive Landscape
The investment-grade corporate bond ETF market is competitive, with several large players offering similar exposure. LQD benefits from its first-mover advantage and high liquidity. However, competitors like VCIT offer similar exposure with slightly lower expense ratios, which can be appealing to cost-conscious investors. LQD's large AUM can also be seen as an advantage.
Financial Performance
Historical Performance: Historical performance data should be obtained from financial data providers for accurate numerical representation. Please note that past performance is not indicative of future results.
Benchmark Comparison: LQD's performance closely tracks the Markit iBoxx USD Liquid Investment Grade Index. Any deviations are typically due to tracking error and fund expenses.
Expense Ratio: 0.14
Liquidity
Average Trading Volume
LQD exhibits high liquidity, characterized by a robust average daily trading volume.
Bid-Ask Spread
The bid-ask spread for LQD is generally tight, reflecting its high trading volume and efficient market making.
Market Dynamics
Market Environment Factors
LQD's performance is influenced by interest rate movements, credit spreads, and overall economic conditions. Rising interest rates can negatively impact bond prices, while widening credit spreads can reflect increased risk aversion.
Growth Trajectory
LQD's growth trajectory depends on investor demand for investment-grade corporate bonds and its ability to maintain its market share. Changes in the ETF's strategy or holdings are typically driven by changes in the underlying index.
Moat and Competitive Advantages
Competitive Edge
LQD benefits from its large AUM, resulting in high liquidity and tight bid-ask spreads, making it attractive to institutional investors. As one of the oldest and most established investment-grade corporate bond ETFs, it has a strong brand recognition and a proven track record. BlackRock's extensive resources and expertise in fixed-income investing further enhance its competitive position. Its deep holdings provide diverse exposure to investment-grade corporate bonds.
Risk Analysis
Volatility
LQD's volatility is generally lower compared to equity ETFs, but it is still subject to interest rate risk and credit risk.
Market Risk
LQD is exposed to market risk, including interest rate risk (the risk that rising interest rates will decrease the value of the bonds) and credit risk (the risk that issuers will default on their debt obligations).
Investor Profile
Ideal Investor Profile
LQD is suitable for investors seeking income and diversification through exposure to investment-grade corporate bonds. It is often used as a core holding in a fixed-income portfolio.
Market Risk
LQD is best suited for long-term investors and passive index followers who are looking for relatively stable returns and lower volatility compared to equities.
Summary
The iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) provides exposure to U.S. dollar-denominated, investment-grade corporate bonds. Managed by BlackRock, LQD offers high liquidity and a relatively low expense ratio. It is influenced by interest rate movements and credit spreads and is suitable for income-seeking investors. Overall, LQD is a good choice for long-term investors or passive index followers looking to diversify their portfolios.
Similar Companies
AGG
iShares Core U.S. Aggregate Bond ETF
AGG
iShares Core U.S. Aggregate Bond ETF
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
SPIB
SPDR Barclays Intermediate Term Corporate Bond
SPIB
SPDR Barclays Intermediate Term Corporate Bond
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
VCIT
Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares
VCIT
Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- iShares Website
- BlackRock Website
- Morningstar
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult with a qualified 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 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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