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- Upturn Summary
- Highlights
- Fund Details
iShares Broad USD Investment Grade Corporate Bond ETF(USIG)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for USIG
09/11/2026: USIG (2-star) is currently NOT-A-BUY. Pass it for now.
USIG is a low-cost, highly liquid ETF that provides broad exposure to US dollar-denominated investment-grade corporate bonds. It is managed by BlackRock and designed to track the performance of a wide-ranging corporate credit index, making it an excellent core holding for income-oriented portfolios. While it offers stable yields and significant diversification, investors must be aware of interest rate risk and the potential for bond prices to decline during periods of rising rates. The fund is most suitable for long-term investors who prioritize liquidity and cost-efficiency in their fixed-income allocation. Monitoring interest rate policies and macroeconomic indicators is essential for managing expectations regarding the fund's price performance.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This ETF is focused on fixed-income and lacks the capital appreciation potential typically sought by growth investors. |
| Momentum investor | Weak fit | Corporate bonds are generally not momentum assets; they are income-oriented instruments. |
| Value investor | Mixed fit | Value investors may use this for yield during periods when corporate bond prices are depressed relative to fair value. |
| Dividend/Income investor | Strong fit | The ETF is well-suited for investors seeking consistent income distributions from high-quality corporate sources. |
| Low-risk investor | Strong fit | It provides a conservative fixed-income exposure with lower volatility than equity markets, though interest rate risk persists. |
Investor Profile
Ideal Investor Profile
The ideal investor is an income-focused individual or institutional investor looking for a core fixed-income component to provide stability and steady cash flow.
Suitability
Best suited for long-term investors or passive index followers looking to diversify their portfolio beyond government securities.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Corporate bonds exhibit moderate price swings in response to interest rate changes and economic cycles. |
| Market risk | Medium / high | Changes in general market interest rates significantly impact the net asset value of the fund. |
| Concentration | Low | The fund holds a diverse basket of securities, mitigating the impact of any single issuer's default. |
| Tracking/expense | Low | The low expense ratio ensures that costs do not significantly erode the benchmark performance. |
| Liquidity | Low | The underlying bonds are generally liquid, reducing the risk of being unable to trade at fair value. |
| Business/sector quality | Medium | Credit quality is restricted to investment-grade, which balances the risk of default with the potential for return. |
Risk Analysis
Volatility
USIG exhibits moderate volatility typical of the investment-grade corporate bond market, largely tied to the duration of the underlying securities.
Market Risk
The fund is subject to systematic interest rate risk and corporate credit spread risk, which fluctuate based on economic health and central bank policy.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | US Dollar-Denominated Investment-Grade Corporate Bonds | 99.5 | This exposure provides broad access to high-quality corporate debt, which generally offers higher yields than government bonds with moderate credit risk. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | A small portion of cash is held to manage daily inflows, outflows, and operational requirements. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 7.82% | Avg. Invested days 54 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/11/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 12, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $17.57B |
| Issuer | iShares |
| Expense Ratio | 0.04% |
| Distribution Yield | 4.84% |
| Inception | Jan 5, 2007 |
Performance
| Period | Total Return |
|---|---|
| YTD | -1.31% |
| 1 Year | -0.95% |
| 3 Year | +5.12% |
| 5 Year | -0.14% |
| 10 Year | +2.25% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 3.51% |
| 3Y Volatility | 6% |
| 3Y Sharpe Ratio | 0.12 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Holdings Turnover | 11.0% |
Top Holdings
| Holding | Weight |
|---|---|
| BlackRock Cash Funds Treasury SL Agency | 0.55% |
Upturn AI Summary
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.
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