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Upturn AI SWOT - About
iShares Broad USD Investment Grade Corporate Bond ETF (USIG)
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Upturn Advisory Summary
10/31/2025: USIG (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 9.45% | Avg. Invested days 49 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/31/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.12 | 52 Weeks Range 47.89 - 51.37 | Updated Date 06/29/2025 |
52 Weeks Range 47.89 - 51.37 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Broad USD Investment Grade Corporate Bond ETF
ETF Overview
Overview
The iShares Broad USD Investment Grade Corporate Bond ETF (USIG) seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds, providing broad exposure to this market segment.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and extensive experience in managing ETFs.
Management Expertise
BlackRock has a large team of experienced investment professionals dedicated to managing fixed-income ETFs.
Investment Objective
Goal
The fund seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds.
Investment Approach and Strategy
Strategy: The ETF employs a representative sampling strategy, meaning it does not necessarily hold all of the securities in the underlying index but aims to hold a basket of securities that, in the aggregate, has similar investment characteristics to the index.
Composition The ETF primarily holds U.S. dollar-denominated investment-grade corporate bonds.
Market Position
Market Share: USIG holds a significant market share in the investment grade corporate bond ETF market.
Total Net Assets (AUM): 5090000000
Competitors
Key Competitors
- Vanguard Total Corporate Bond ETF (VTC)
- SPDR Portfolio Intermediate Term Corporate Bond ETF (ITR)
- Vanguard Intermediate-Term Corporate Bond ETF (VCIT)
Competitive Landscape
The investment grade corporate bond ETF market is competitive, with several large players. USIG benefits from BlackRock's brand and scale, while competitors like Vanguard offer lower expense ratios. USIG provides broad exposure, while some competitors may focus on specific segments of the market, such as intermediate-term bonds.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers.
Benchmark Comparison: Benchmark comparison requires access to performance data for the underlying index.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
USIG exhibits good liquidity with a high average daily trading volume.
Bid-Ask Spread
The bid-ask spread for USIG is generally tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and overall economic conditions significantly impact USIG's performance. Expectations of future interest rate hikes or economic slowdowns can negatively affect bond prices.
Growth Trajectory
The growth trajectory depends on the demand for fixed income investments, interest rate environment and the overall health of the economy. Growth is driven by investors seeking stable returns and diversification.
Moat and Competitive Advantages
Competitive Edge
USIG benefits from BlackRock's established brand, extensive distribution network, and deep expertise in fixed-income investing. The ETF's broad diversification across the investment-grade corporate bond market provides investors with exposure to a wide range of issuers and sectors. Its low expense ratio makes it a cost-effective option for accessing this asset class. BlackRock's size allows for economies of scale, potentially leading to better execution and tighter tracking of the underlying index.
Risk Analysis
Volatility
USIG's volatility is generally lower than that of equity ETFs, but it is still subject to interest rate risk and credit risk.
Market Risk
The primary market risks include interest rate risk (rising rates can decrease bond values) and credit risk (the risk that issuers may default on their obligations).
Investor Profile
Ideal Investor Profile
USIG is suitable for investors seeking stable income, diversification, and exposure to the investment-grade corporate bond market. It is often used as a core holding in a diversified portfolio.
Market Risk
USIG is best suited for long-term investors seeking income and diversification, and passive index followers looking for broad market exposure.
Summary
The iShares Broad USD Investment Grade Corporate Bond ETF (USIG) offers broad exposure to the U.S. dollar-denominated, investment-grade corporate bond market, tracking a representative index. Managed by BlackRock, it provides a cost-effective way to access this asset class. It is generally less volatile than equity ETFs but is subject to interest rate and credit risks. It is suitable for long-term investors seeking stable income and diversification, and passive index followers.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock 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. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor.
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 Broad USD 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 that the advisor believes will help the fund track the underlying index. The underlying index measures the performance of investment-grade corporate bonds of both U.S. and non-U.S. issuers that are U.S. dollar-denominated and publicly issued in the U.S. domestic market.
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.