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Upturn AI SWOT - About
iShares 0-5 Year High Yield Corporate Bond ETF (SHYG)
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Upturn Advisory Summary
09/17/2025: SHYG (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 17.67% | Avg. Invested days 123 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.57 | 52 Weeks Range 39.29 - 43.08 | Updated Date 06/29/2025 |
52 Weeks Range 39.29 - 43.08 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares 0-5 Year High Yield Corporate Bond ETF
ETF Overview
Overview
The iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) seeks to track the investment results of an index composed of U.S. dollar-denominated, high yield corporate bonds with remaining maturities between zero and five years. The ETF focuses on the short-term high yield corporate bond market and offers a more targeted exposure than broader high-yield bond ETFs. The ETF provides targeted access to the short-term high yield corporate bond market.
Reputation and Reliability
BlackRock is one of the largest and most reputable asset managers globally, known for its extensive ETF offerings and strong track record.
Management Expertise
BlackRock has a team of experienced portfolio managers and fixed income specialists managing its ETF products.
Investment Objective
Goal
The fund seeks to track the investment results of an index composed of U.S. dollar-denominated, high yield corporate bonds with remaining maturities between zero and five years.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the ICE 0-5 Year US High Yield Constrained Index.
Composition The ETF holds a portfolio of U.S. dollar-denominated high yield corporate bonds with maturities between 0 and 5 years.
Market Position
Market Share: SHYG holds a notable share of the short-term high yield corporate bond ETF market, however, the overall high yield bond ETF space is dominated by larger, broader ETFs.
Total Net Assets (AUM): 1816929440
Competitors
Key Competitors
- SPDR Bloomberg Short Term High Yield Bond ETF (SJNK)
- VanEck Short High-Yield Municipal Index ETF (SHNY)
- Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP)
Competitive Landscape
The short-term high yield bond ETF market is moderately competitive. SHYG's advantage lies in BlackRock's brand recognition and relatively low expense ratio compared to some peers. However, SJNK has very similar investment goals.
Financial Performance
Historical Performance: Historical performance data not available here, but should be accessed via financial data providers such as Yahoo Finance or Bloomberg.
Benchmark Comparison: Performance should be compared to the ICE 0-5 Year US High Yield Constrained Index.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
SHYG demonstrates good liquidity, facilitating ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread is generally tight, implying low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and credit spreads significantly affect SHYG's performance. A strong economy generally supports high yield bonds, while rising interest rates may negatively impact bond prices.
Growth Trajectory
The ETF's growth is tied to investor demand for short-term high yield exposure and its relative performance compared to peers.
Moat and Competitive Advantages
Competitive Edge
SHYG benefits from the strong reputation and brand recognition of BlackRock, which attracts investors seeking trusted ETF providers. Its focus on the short-term high yield segment allows investors to manage interest rate risk more effectively. A relatively low expense ratio also enhances its competitiveness, offering a cost-effective option compared to some other high yield ETFs. This ETF also has a large AUM, which provides scale and trading liquidity.
Risk Analysis
Volatility
High yield bonds are inherently more volatile than investment-grade bonds. SHYG's short-term focus may slightly reduce overall volatility, but the fund is still sensitive to credit risk.
Market Risk
The fund is exposed to market risk, including credit spread widening and interest rate fluctuations. Credit risk is particularly relevant as high yield bonds have a higher risk of default.
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-tolerant individual or institution seeking income and diversification with some interest rate risk mitigation.
Market Risk
SHYG is more suitable for investors seeking income and diversification, who are willing to take on credit risk, rather than active traders.
Summary
The iShares 0-5 Year High Yield Corporate Bond ETF provides targeted access to the short-term high yield corporate bond market. This ETF offers investors the ability to earn income while managing interest rate risk. Its holdings have high credit risk. Its short-term focus can make it a good fit for investors who wish to mitigate some interest rate risk, while still participating in the high yield market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- Yahoo Finance
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should consult with a financial advisor before making any investment decisions. Market data is dynamic and subject to 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 0-5 Year High Yield 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 reflect the performance of U.S. dollar-denominated high yield corporate debt. The fund will invest at least 80% of its assets in the component securities of the underlying index, and the fund will invest at least 90% of its assets in fixed income securities of the types included in the underlying index that BFA believes will help the fund track the underlying index.
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.