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Upturn AI SWOT - About
BondBloxx ETF Trust (XB)
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Upturn Advisory Summary
08/14/2025: XB (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 13.06% | Avg. Invested days 82 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.79 | 52 Weeks Range 36.22 - 39.80 | Updated Date 06/29/2025 |
52 Weeks Range 36.22 - 39.80 | Updated Date 06/29/2025 |
Upturn AI SWOT
BondBloxx ETF Trust
ETF Overview
Overview
BondBloxx ETF Trust offers a suite of ETFs focused on specific maturity ranges within the U.S. corporate bond market, allowing investors to target specific segments of the yield curve.
Reputation and Reliability
BondBloxx is a relatively new issuer specializing in fixed income ETFs, aiming to provide targeted exposure to specific bond maturities.
Management Expertise
BondBloxx's management team has expertise in fixed income investing and ETF management.
Investment Objective
Goal
To provide targeted exposure to specific maturity segments of the U.S. corporate bond market.
Investment Approach and Strategy
Strategy: These ETFs track specific maturity-based sub-indices of the ICE BofA US Corporate Index.
Composition The ETFs hold U.S. dollar-denominated investment-grade corporate bonds.
Market Position
Market Share: Market share varies depending on the specific maturity range targeted by each ETF within the BondBloxx suite.
Total Net Assets (AUM): The AUM varies for each ETF. Example: BondBloxx Investment Grade 1-5 Year Corporate Bond ETF (BFIX): $518.05M
Competitors
Key Competitors
- iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
- Vanguard Total Corporate Bond ETF (VTC)
- SPDR Portfolio Intermediate Term Corporate Bond ETF (ITR)
- iShares 1-3 Year Corporate Bond ETF (CSJ)
Competitive Landscape
The ETF industry is competitive, with established players like BlackRock (iShares) and Vanguard dominating. BondBloxx differentiates itself by focusing on granular maturity-based exposure. BondBloxx provides specific maturity exposure compared to the broad bond market coverage of larger competitors. However, it faces the challenge of building AUM and liquidity to compete effectively.
Financial Performance
Historical Performance: Historical performance varies based on the specific maturity range of each BondBloxx ETF. It depends on the underlying performance of the target bond market segment.
Benchmark Comparison: Performance is compared to relevant maturity-based sub-indices of the ICE BofA US Corporate Index.
Expense Ratio: The expense ratio varies by fund, but generally falls in the range of 0.05% to 0.08%.
Liquidity
Average Trading Volume
The average trading volume varies by fund, but generally moderate, suggesting reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread also varies by fund, but is usually relatively tight, indicating low transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, credit spreads, and overall market sentiment towards corporate bonds influence BondBloxx ETFs.
Growth Trajectory
The growth trajectory depends on investor demand for targeted fixed income exposure. BondBloxx could grow by expanding its suite of maturity-based ETFs or capturing market share from existing broad-based bond ETFs.
Moat and Competitive Advantages
Competitive Edge
BondBloxx's competitive advantage lies in its highly targeted maturity-based approach to corporate bond investing, which allows investors to fine-tune their fixed income exposure. This niche focus provides investors with greater control over duration and interest rate risk than broad-based ETFs. They also offer competitive pricing compared to similar, less targeted products. By specializing in fixed-income, they are uniquely positioned for providing these focused ETFs.
Risk Analysis
Volatility
Volatility depends on the maturity range and credit quality of the underlying bonds. Longer-maturity bonds are generally more volatile than shorter-maturity bonds.
Market Risk
Market risk includes interest rate risk, credit risk, and liquidity risk. Rising interest rates can negatively impact bond prices, while credit downgrades can reduce the value of corporate bonds. There is also the risk of the ETF not fully tracking the target index.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to specific maturity segments of the U.S. corporate bond market, who want to manage duration and interest rate risk precisely, are the ideal investors.
Market Risk
These ETFs are suitable for long-term investors, active traders, and those implementing sophisticated fixed income strategies.
Summary
BondBloxx ETF Trust offers a suite of maturity-targeted corporate bond ETFs, allowing investors to customize their fixed income exposure. These ETFs are ideal for managing duration and interest rate risk. BondBloxx faces competition from larger ETF providers but differentiates itself through its granular, targeted approach. They allow investors to target desired segments of the yield curve and are best suited for investors with the understanding to tailor their fixed income strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Filings
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results.
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 BondBloxx ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in high-yield, below-investment grade bonds denominated in U.S. dollars of corporate issuers, either directly or indirectly (e.g., through derivatives). It is non-diversified.
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.