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Upturn AI SWOT - About
iShares Core U.S. Aggregate Bond ETF (AGG)
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Upturn Advisory Summary
09/12/2025: AGG (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 5.8% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/12/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1 | 52 Weeks Range 93.13 - 99.89 | Updated Date 06/30/2025 |
52 Weeks Range 93.13 - 99.89 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares Core U.S. Aggregate Bond ETF
ETF Overview
Overview
The iShares Core U.S. Aggregate Bond ETF (AGG) seeks to track the investment results of the Bloomberg U.S. Aggregate Bond Index, providing broad exposure to the U.S. investment-grade bond market. It focuses on a diversified portfolio of government, corporate, and mortgage-backed securities.
Reputation and Reliability
BlackRock, the issuer of iShares ETFs, is a leading global asset manager with a strong reputation and extensive experience in the ETF market.
Management Expertise
BlackRock has a dedicated team of investment professionals managing its ETF offerings, leveraging their expertise in fixed-income markets.
Investment Objective
Goal
To track the investment results of the Bloomberg U.S. Aggregate Bond Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive investment strategy, aiming to replicate the performance of its benchmark index.
Composition The ETF holds a diversified mix of U.S. investment-grade bonds, including government, corporate, and mortgage-backed securities.
Market Position
Market Share: AGG holds a significant market share within the U.S. aggregate bond ETF category.
Total Net Assets (AUM): 93360000000
Competitors
Key Competitors
- Vanguard Total Bond Market ETF (BND)
- Schwab U.S. Aggregate Bond ETF (SCHZ)
- SPDR Portfolio Aggregate Bond ETF (SPAB)
Competitive Landscape
The U.S. aggregate bond ETF market is highly competitive, with several large players offering similar products. AGG benefits from BlackRock's brand recognition and large AUM, while competitors often compete on expense ratios. AGGu2019s larger size provides greater liquidity, but smaller ETFs may offer slightly lower expense ratios.
Financial Performance
Historical Performance: Historical performance data is available on the iShares website and other financial data providers. Specific numbers depend on the time period analyzed.
Benchmark Comparison: AGG's performance closely tracks the Bloomberg U.S. Aggregate Bond Index, with minor deviations due to expenses and tracking error.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
AGG exhibits high liquidity, characterized by a substantial average daily trading volume making it easy to buy and sell shares.
Bid-Ask Spread
The bid-ask spread for AGG is typically very tight, reflecting its high liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Interest rate movements, inflation expectations, and economic growth influence AGG's performance. Rising interest rates typically lead to lower bond prices, negatively impacting AGG.
Growth Trajectory
AGG's growth trajectory depends on investor demand for fixed-income exposure and the overall health of the bond market. Changes to strategy and holdings occur periodically to maintain index tracking.
Moat and Competitive Advantages
Competitive Edge
AGG's competitive edge lies in its large AUM, high liquidity, and the strong reputation of BlackRock. Its low expense ratio for an ETF of its size is a significant advantage. As a core holding, AGG provides diversified exposure to the U.S. investment-grade bond market. These factors contribute to its popularity among investors seeking broad fixed-income exposure.
Risk Analysis
Volatility
AGG exhibits relatively low volatility compared to equity ETFs, reflecting the stability of investment-grade bonds.
Market Risk
AGG is subject to interest rate risk, credit risk (although limited to investment-grade bonds), and inflation risk.
Investor Profile
Ideal Investor Profile
AGG is suitable for investors seeking broad exposure to the U.S. investment-grade bond market, including those looking for income generation, diversification, and a relatively conservative investment option.
Market Risk
AGG is best for long-term investors and passive index followers seeking core fixed-income exposure within a diversified portfolio.
Summary
The iShares Core U.S. Aggregate Bond ETF (AGG) offers broad exposure to the U.S. investment-grade bond market, tracking the Bloomberg U.S. Aggregate Bond Index. Its low expense ratio, high liquidity, and strong backing from BlackRock make it an appealing choice for investors seeking stable returns and diversification. However, it's susceptible to interest rate risk, and should be used with a long-term investment outlook. AGG is most appropriate for passive, buy-and-hold investors seeking a core fixed-income holding.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- Bloomberg
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Market conditions and ETF holdings can change.
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 Core U.S. Aggregate Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of the total U.S. investment-grade bond market. The fund will invest at least 80% of its assets in the component securities of the underlying index and TBAs that have economic characteristics that are substantially identical to the economic characteristics of 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.
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