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Upturn AI SWOT - About
iShares TIPS Bond ETF (TIP)
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Upturn Advisory Summary
08/14/2025: TIP (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 4.56% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.84 | 52 Weeks Range 103.81 - 110.69 | Updated Date 06/29/2025 |
52 Weeks Range 103.81 - 110.69 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares TIPS Bond ETF
ETF Overview
Overview
The iShares TIPS Bond ETF (TIP) seeks to track the investment results of an index composed of inflation-protected U.S. Treasury bonds. It provides exposure to U.S. Treasury Inflation Protected Securities (TIPS) with the aim of protecting investors from inflation. The ETF invests in TIPS with varying maturities, providing broad exposure to the TIPS market.
Reputation and Reliability
iShares (BlackRock) is one of the largest and most reputable ETF providers globally, known for its extensive range of investment products and strong track record.
Management Expertise
BlackRock has a highly experienced management team with expertise in fixed income and ETF management, contributing to the ETF's efficient operation.
Investment Objective
Goal
To track the investment results of an index composed of inflation-protected U.S. Treasury bonds.
Investment Approach and Strategy
Strategy: The ETF tracks the ICE U.S. Treasury TIPS Index, which measures the performance of inflation-protected public obligations of the U.S. Treasury.
Composition The ETF holds U.S. Treasury Inflation Protected Securities (TIPS) with varying maturities. The bonds are backed by the U.S. government, making them relatively low-risk.
Market Position
Market Share: TIP is a dominant player in the TIPS ETF market.
Total Net Assets (AUM): 24400000000
Competitors
Key Competitors
- Schwab U.S. TIPS ETF (SCHP)
- Vanguard TIPS Bond ETF (VIPS)
Competitive Landscape
The TIPS ETF market is dominated by a few large players, including TIP, SCHP, and VIPS. TIP has the advantage of being the first-mover and having a large AUM, which translates to high liquidity. Competitors like SCHP offer lower expense ratios, making them attractive to cost-conscious investors. VIPS offers a similar strategy with the backing of Vanguard.
Financial Performance
Historical Performance: Historical performance varies with interest rates and inflation expectations. Performance should be evaluated based on inflation and interest rate conditions. Historical performance data unavailable in the format requested.
Benchmark Comparison: The ETF's performance closely tracks the ICE U.S. Treasury TIPS Index. Performance should closely mimic the index's return.
Expense Ratio: 0.19
Liquidity
Average Trading Volume
The average daily trading volume is high, indicating strong liquidity.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's high liquidity and trading activity.
Market Dynamics
Market Environment Factors
Economic indicators, especially inflation rates and interest rate policies, significantly impact TIP's performance. Changes in inflation expectations drive investor demand for TIPS.
Growth Trajectory
The ETF's growth trajectory is dependent on investor demand for inflation protection. The assets under management can fluctuate based on inflation expectations and market conditions. No significant strategic changes or holdings changes are apparent.
Moat and Competitive Advantages
Competitive Edge
TIP benefits from BlackRock's strong brand recognition and extensive distribution network. Its first-mover advantage has helped it accumulate a large AUM, which results in high liquidity. The ETF closely tracks its benchmark index, providing investors with reliable exposure to the TIPS market. The established track record provides assurance to investors.
Risk Analysis
Volatility
The ETF's volatility is generally low compared to equity ETFs, as it invests in U.S. Treasury bonds. However, it is susceptible to interest rate risk.
Market Risk
The primary market risk is interest rate risk, as TIPS prices can decline when interest rates rise. Inflation risk is mitigated by the inflation-protected nature of the underlying bonds.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking to protect their portfolio from inflation and desires a low-risk fixed income investment.
Market Risk
The ETF is suitable for long-term investors, particularly those seeking inflation protection and diversification in their fixed income portfolio. It is generally considered a passive investment.
Summary
iShares TIPS Bond ETF (TIP) offers exposure to U.S. Treasury Inflation Protected Securities, aiming to shield investors from inflation. Backed by BlackRock, it boasts a large AUM and high liquidity, tracking the ICE U.S. Treasury TIPS Index closely. While susceptible to interest rate risk, it suits long-term investors seeking inflation protection. Its competitiveness hinges on investor perceptions of inflation and BlackRock's brand strength.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
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 can change rapidly, and investment decisions should be made based on individual circumstances 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 TIPS Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index tracks the performance of inflation-protected public obligations of the U.S. Treasury, commonly known as "TIPS," that have a remaining maturity of more than one year. The fund will invest at least 80% of its assets in the component securities of the index, and it will invest at least 90% of its assets in U.S. Treasury securities that BFA believes will help the fund track the 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.