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Upturn AI SWOT - About
iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD)
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Upturn Advisory Summary
08/14/2025: SLQD (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 11.37% | Avg. Invested days 131 | 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 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.38 | 52 Weeks Range 47.38 - 50.57 | Updated Date 06/29/2025 |
52 Weeks Range 47.38 - 50.57 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares 0-5 Year Investment Grade Corporate Bond ETF
ETF Overview
Overview
The iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds with remaining maturities between zero and five years. It provides exposure to short-term corporate bonds with relatively low credit risk.
Reputation and Reliability
BlackRock is a reputable and reliable issuer, known for its extensive experience and wide range of ETF offerings.
Management Expertise
BlackRock has a highly experienced and skilled management team with expertise in fixed income investing.
Investment Objective
Goal
The fund seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds with remaining maturities between zero and five years.
Investment Approach and Strategy
Strategy: The ETF aims to track a specific index, the ICE U.S. Corporate 0-5 Year Index.
Composition The ETF holds U.S. dollar-denominated, investment-grade corporate bonds.
Market Position
Market Share: SLQD holds a significant market share within the short-term corporate bond ETF segment, due to its large AUM and established presence.
Total Net Assets (AUM): 12680000000
Competitors
Key Competitors
- VCSH
- BSCI
- SCHI
Competitive Landscape
The short-term investment grade corporate bond ETF market is competitive. SLQD's large AUM and iShares brand recognition provide an advantage, but other ETFs may offer slightly different index tracking or lower expense ratios. SLQD faces competition from ETFs such as VCSH, BSCI, and SCHI, each vying for investor capital in the short-term investment grade corporate bond space.
Financial Performance
Historical Performance: Historical performance data is available from various financial sources, showing returns that correlate with the investment-grade bond market and prevailing interest rates. Returns vary year to year.
Benchmark Comparison: The ETF's performance closely tracks its benchmark index, the ICE U.S. Corporate 0-5 Year Index.
Expense Ratio: 0.06
Liquidity
Average Trading Volume
SLQD exhibits high liquidity with a large average daily trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's high trading volume and liquid underlying assets.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and corporate credit spreads significantly impact the ETF's performance. The demand and pricing of investment grade corporate bonds is influenced by prevailing market conditions.
Growth Trajectory
The ETF's growth is tied to the overall demand for short-term investment-grade corporate bond exposure. Growth is likely to fluctuate with changes in interest rate expectations and credit market sentiment.
Moat and Competitive Advantages
Competitive Edge
SLQD benefits from BlackRock's strong brand recognition and large asset base, contributing to its high liquidity and tight bid-ask spreads. Its focus on short-term investment-grade corporate bonds provides investors with a specific and relatively conservative fixed income strategy. The ETF's low expense ratio and close tracking of its benchmark index also enhance its appeal. Investors trust BlackRock's ability to manage the fund effectively, contributing to its competitive advantage.
Risk Analysis
Volatility
The ETF exhibits relatively low volatility due to its focus on short-term investment-grade bonds.
Market Risk
The ETF is subject to market risk, including interest rate risk and credit risk, although these risks are mitigated by the ETF's focus on short-term and investment-grade bonds.
Investor Profile
Ideal Investor Profile
SLQD is suitable for risk-averse investors seeking stable income and capital preservation with minimal exposure to interest rate fluctuations. It's ideal for those looking for short-term, investment-grade corporate bond exposure.
Market Risk
SLQD is best for long-term investors and passive index followers seeking a conservative fixed-income investment.
Summary
The iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) offers targeted exposure to short-term, investment-grade corporate bonds, appealing to risk-averse investors. Its low expense ratio, high liquidity, and close tracking of its benchmark index make it an attractive option. While susceptible to interest rate and credit risk, its short duration and investment-grade focus mitigate these concerns. SLQD is best suited for investors seeking stable income and capital preservation within a conservative fixed-income strategy managed by BlackRock.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- Bloomberg.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own research and risk tolerance.
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 Investment Grade Corporate Bond 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 the fund will invest at least 90% of its assets in fixed income securities of the types included in the underlying index. The index is designed to reflect the performance of U.S. dollar-denominated investment-grade corporate debt.
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.