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Upturn AI SWOT - About
iShares Interest Rate Hedged Corporate Bond ETF (LQDH)
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Upturn Advisory Summary
10/24/2025: LQDH (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 18.25% | Avg. Invested days 129 | 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 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.33 | 52 Weeks Range 85.56 - 92.47 | Updated Date 06/29/2025 |
52 Weeks Range 85.56 - 92.47 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Interest Rate Hedged Corporate Bond ETF
ETF Overview
Overview
The iShares Interest Rate Hedged Corporate Bond ETF (LQDH) seeks to provide exposure to U.S. dollar-denominated investment-grade corporate bonds while mitigating interest rate risk through hedging. The fund invests in a portfolio of corporate bonds and uses interest rate swaps to hedge against changes in interest rates.
Reputation and Reliability
iShares is a reputable and reliable ETF issuer, known for its extensive range of investment products and strong track record.
Management Expertise
BlackRock, the parent company of iShares, has a team of experienced portfolio managers and analysts who oversee the ETF's investments and hedging strategies.
Investment Objective
Goal
To provide exposure to U.S. dollar-denominated investment-grade corporate bonds while mitigating interest rate risk.
Investment Approach and Strategy
Strategy: The ETF uses a rules-based strategy to invest in corporate bonds and employs interest rate swaps to hedge against interest rate fluctuations.
Composition The ETF primarily holds U.S. dollar-denominated investment-grade corporate bonds and interest rate swaps.
Market Position
Market Share: Difficult to ascertain exact market share as it competes with other interest rate hedged strategies and broad corporate bond ETFs.
Total Net Assets (AUM): 424638265
Competitors
Key Competitors
- ProShares Investment Grade Interest Rate Hedged (IGHG)
- WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD)
- Invesco Investment Grade Corporate Bond ETF (LWC)
Competitive Landscape
The competitive landscape includes other interest-rate hedged corporate bond ETFs and broader corporate bond ETFs. LQDH differentiates itself by utilizing iShares' expertise and hedging strategy. Competitors like IGHG offer similar hedging approaches, while LWC offers unhedged exposure. LQDH offers lower expense ratio compared to AGZD.
Financial Performance
Historical Performance: Historical performance data not readily available in this format.
Benchmark Comparison: Benchmark comparison not readily available in this format.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The average trading volume of LQDH suggests reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for LQDH is generally tight, indicating efficient trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, corporate bond spreads, interest rate movements, and overall market sentiment influence LQDH's performance.
Growth Trajectory
The growth trajectory depends on investor demand for interest rate hedged corporate bond exposure and BlackRock's ability to manage the portfolio effectively.
Moat and Competitive Advantages
Competitive Edge
LQDH benefits from iShares' established brand and distribution network. Its hedging strategy differentiates it from traditional corporate bond ETFs. The fund's relatively low expense ratio and deep liquidity make it attractive to cost-conscious investors. LQDH benefits from access to BlackRock's research and trading capabilities. Its clear focus on investment grade bonds provides stability.
Risk Analysis
Volatility
LQDH's volatility is expected to be lower than unhedged corporate bond ETFs due to its interest rate hedging strategy.
Market Risk
LQDH is exposed to credit risk (risk of default by bond issuers) and counterparty risk (risk associated with interest rate swaps).
Investor Profile
Ideal Investor Profile
LQDH is suitable for investors seeking income from corporate bonds while mitigating the negative impact of rising interest rates. It is suitable for investors who want to reduce their portfolio's interest rate sensitivity.
Market Risk
LQDH can be suitable for both long-term investors and active traders who want to manage interest rate risk within their fixed income portfolio.
Summary
The iShares Interest Rate Hedged Corporate Bond ETF offers exposure to investment-grade corporate bonds while hedging against interest rate risk. The fund is managed by BlackRock's iShares and aims to reduce the negative impact of rising interest rates on bond prices. LQDH's hedging strategy and relatively low expense ratio make it attractive to investors seeking a stable income stream. The ETF may be subject to credit risks associated with the underlying corporate bonds.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions may change.
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 Interest Rate Hedged Corporate Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is designed to minimize the interest-rate risk exposure of a portfolio composed of U.S. dollar-denominated, investment grade bonds, represented in the index by the underlying fund, by including a series of up to 10 interest rate swap contracts with different maturities. The fund invests, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in component securities and instruments in the index and/or bonds included in the underlying index of the underlying fund.
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