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Upturn AI SWOT - About
BondBloxx ETF Trust (XHYT)
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Upturn Advisory Summary
08/14/2025: XHYT (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 11.87% | Avg. Invested days 67 | 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 0.89 | 52 Weeks Range 30.52 - 35.41 | Updated Date 06/29/2025 |
52 Weeks Range 30.52 - 35.41 | Updated Date 06/29/2025 |
Upturn AI SWOT
BondBloxx ETF Trust
ETF Overview
Overview
BondBloxx ETF Trust offers a suite of targeted maturity corporate bond ETFs. These funds focus on specific segments of the U.S. corporate bond market, allowing investors to fine-tune their fixed income exposure based on maturity profiles. The investment strategy involves holding a diversified portfolio of corporate bonds within the targeted maturity range.
Reputation and Reliability
BondBloxx is a relatively new entrant specializing in fixed income ETFs, aiming to offer granular control over bond exposures.
Management Expertise
The management team possesses expertise in fixed income markets and ETF product development.
Investment Objective
Goal
Provide targeted exposure to specific maturity segments of the U.S. corporate bond market.
Investment Approach and Strategy
Strategy: Each BondBloxx ETF tracks a specific segment of the U.S. corporate bond market based on maturity, not a broad index.
Composition The ETFs primarily hold U.S. dollar-denominated corporate bonds.
Market Position
Market Share: BondBloxx has a growing market share within the targeted maturity bond ETF space, but less than industry giants like iShares and Vanguard.
Total Net Assets (AUM): Varies by individual BondBloxx ETF. Please refer to the particular BondBloxx ETF.
Competitors
Key Competitors
- iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
- Vanguard Total Bond Market ETF (BND)
- SPDR Portfolio Intermediate Term Corporate Bond ETF (ITR)
- Vanguard Intermediate-Term Corporate Bond ETF (VCIT)
Competitive Landscape
The corporate bond ETF market is highly competitive, dominated by large issuers like iShares and Vanguard. BondBloxx differentiates itself by offering very granular maturity-specific exposure, which can be attractive to sophisticated investors seeking precise control. A disadvantage is its smaller AUM compared to the big players, which could affect liquidity.
Financial Performance
Historical Performance: Performance varies depending on the specific BondBloxx ETF and its target maturity range. It's dependent on credit spreads and interest rate movements.
Benchmark Comparison: Performance is generally compared to indices representing corporate bonds of similar maturities.
Expense Ratio: Expense ratio information varies by each BondBloxx ETF.
Liquidity
Average Trading Volume
The average trading volume depends on the specific ETF, and lower trading volume increases trading cost.
Bid-Ask Spread
The bid-ask spread is also dependent on the specific ETF, and wider bid-ask spread increases trading cost.
Market Dynamics
Market Environment Factors
Economic growth, interest rate policy, credit spreads, and corporate earnings influence the performance of BondBloxx ETFs.
Growth Trajectory
The growth trajectory depends on investor demand for targeted maturity bond exposures and BondBloxx's ability to attract assets.
Moat and Competitive Advantages
Competitive Edge
BondBloxx ETFs offer a level of maturity-specific granularity that many broad-based corporate bond ETFs do not provide. This allows investors to customize their fixed income portfolios with greater precision. The focused approach allows for better management of duration and yield curve strategies. However, the narrower focus may also limit diversification compared to broader bond ETFs, and can have higher expense ratios and lower trading volumes.
Risk Analysis
Volatility
Volatility depends on the maturity segment and credit quality of the underlying bonds, with longer-dated bonds typically exhibiting higher volatility.
Market Risk
Key risks include interest rate risk, credit risk (the risk of default by corporate issuers), and liquidity risk.
Investor Profile
Ideal Investor Profile
Sophisticated investors, financial advisors, and institutional investors seeking to fine-tune their fixed income exposure based on maturity preferences, or those employing yield curve strategies.
Market Risk
More suitable for active traders or those using specific fixed income strategies rather than passive, buy-and-hold investors due to the targeted nature of the products.
Summary
BondBloxx ETFs offer precise exposure to specific maturity segments of the U.S. corporate bond market. They are best suited for sophisticated investors and financial professionals seeking to implement targeted fixed income strategies. The ETFs' performance is susceptible to credit risk and interest rate risk. Their key differentiator lies in their granular maturity focus, providing control beyond broader corporate bond ETFs. BondBloxx has carved a niche but will require time to grow and achieve the trading volumes available in the largest ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Filings
- Bloomberg
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. Consult with a qualified financial advisor before making any investment decisions.
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 | ||
Under normal circumstances, 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 issuers in the telecom, media and technology sector, 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.