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Upturn AI SWOT - About
iShares Core U.S. Aggregate Bond ETF (AGG)
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Upturn Advisory Summary
10/15/2025: 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 6.23% | Avg. Invested days 47 | 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 10/15/2025 |
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 an index composed of the total U.S. investment-grade bond market. It provides broad exposure to U.S. investment-grade bonds, offering a diversified portfolio of government, corporate, and mortgage-backed securities.
Reputation and Reliability
BlackRock is a reputable and reliable issuer, being the world's largest asset manager with a long track record of managing ETFs.
Management Expertise
BlackRock has extensive expertise in managing fixed-income ETFs, with a dedicated team of portfolio managers and analysts.
Investment Objective
Goal
To track the investment results of an index composed of the total U.S. investment-grade bond market.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the Bloomberg U.S. Aggregate Bond Index.
Composition The ETF holds a diversified portfolio of U.S. investment-grade bonds, including government, corporate, and mortgage-backed securities.
Market Position
Market Share: AGG is a leading ETF in the U.S. aggregate bond market.
Total Net Assets (AUM): 90000000000
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 aggregate bond ETF market is competitive, with AGG, BND, and SCHZ dominating. AGG benefits from BlackRock's brand recognition and large AUM, potentially leading to tighter spreads. However, BND often has a slightly lower expense ratio, while SCHZ is another low-cost option. SPAB is also an alternative with focus on low expense ratio.
Financial Performance
Historical Performance: Historical performance data is readily available from financial data providers and BlackRock's website. It depends on the period for return and volatility.
Benchmark Comparison: AGG's performance is designed to closely track the Bloomberg U.S. Aggregate Bond Index.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
AGG has high average trading volume, indicating strong liquidity.
Bid-Ask Spread
AGG generally has a tight bid-ask spread, reflecting its high liquidity and popularity.
Market Dynamics
Market Environment Factors
AGG's performance is affected by interest rate movements, inflation expectations, and overall economic conditions.
Growth Trajectory
Growth trends are closely tied to bond market trends, with adjustments to holdings to maintain index replication.
Moat and Competitive Advantages
Competitive Edge
AGG benefits from its large AUM, providing economies of scale. BlackRock's strong reputation and expertise in fixed-income investing also contribute. The ETF's high liquidity and tight bid-ask spreads attract a wide range of investors. Itu2019s well established as a core holding for many portfolios and tracks a widely used benchmark.
Risk Analysis
Volatility
AGG's volatility is generally low to moderate, reflecting the relatively stable nature of investment-grade bonds.
Market Risk
AGG is subject to interest rate risk (rising rates can decrease bond values) and credit risk (risk of issuer default, although the investment-grade focus mitigates this).
Investor Profile
Ideal Investor Profile
AGG is suitable for investors seeking broad exposure to the U.S. investment-grade bond market for diversification, income, or capital preservation.
Market Risk
AGG is best for long-term investors and passive index followers looking for a core bond holding.
Summary
The iShares Core U.S. Aggregate Bond ETF (AGG) provides broad exposure to the U.S. investment-grade bond market, tracking the Bloomberg U.S. Aggregate Bond Index. It benefits from BlackRock's strong reputation and large AUM, offering high liquidity and a low expense ratio. The ETF is suitable for long-term investors seeking diversification and income from a core bond holding. AGG is subject to interest rate and credit risk, but its investment-grade focus mitigates the latter. Overall, AGG is a well-established and reliable choice for fixed-income exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock iShares Website
- Bloomberg
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation 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 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.
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.