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Upturn AI SWOT - About
iShares Core U.S. Aggregate Bond ETF (AGG)
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Upturn Advisory Summary
07/03/2025: 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 3.24% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/03/2025 |
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, including government, corporate, and mortgage-backed securities, offering a diversified approach to fixed-income investing.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and extensive experience in the ETF market.
Management Expertise
BlackRock has a highly experienced team managing its ETF portfolios, leveraging their expertise in fixed income and index tracking.
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 aims 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 U.S. Treasury bonds, government-related bonds, corporate bonds, mortgage-backed securities, and asset-backed securities.
Market Position
Market Share: AGG is one of the largest and most liquid ETFs in the U.S. aggregate bond market category.
Total Net Assets (AUM): 87210000000
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 AGG, BND, SCHZ, and SPAB dominating the landscape. AGG benefits from BlackRock's brand recognition and established market presence, while BND often competes on price. SCHZ and SPAB are typically lower cost. Competitive advantage lies in factors such as expense ratio, tracking error, liquidity and fund size.
Financial Performance
Historical Performance: Past performance is not indicative of future results and varies depending on the time period.
Benchmark Comparison: The ETF's performance is closely correlated with the Bloomberg U.S. Aggregate Bond Index.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
AGG exhibits high liquidity, with a substantial average daily trading volume, ensuring easy buying and selling.
Bid-Ask Spread
The bid-ask spread for AGG is typically very tight, reflecting its high liquidity and minimizing transaction costs.
Market Dynamics
Market Environment Factors
Interest rate movements, inflation expectations, and economic growth all influence the performance of AGG.
Growth Trajectory
Growth trajectory depends on interest rate policy and investor sentiment towards fixed income; changes in holdings reflect shifts in the composition of the underlying index.
Moat and Competitive Advantages
Competitive Edge
AGG benefits from BlackRock's scale, brand recognition, and extensive distribution network. Its low expense ratio and tight tracking error make it an attractive option for investors seeking broad exposure to the U.S. investment-grade bond market. The ETF's high liquidity further enhances its appeal, making it easy for investors to enter and exit positions. AGG is well positioned to maintain its competitive edge in the aggregate bond ETF market, driven by its efficiency and reliability.
Risk Analysis
Volatility
AGG's volatility is relatively low compared to equity ETFs, reflecting the 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 bond issuer defaulting), though the investment-grade focus mitigates some credit risk.
Investor Profile
Ideal Investor Profile
AGG is suited for investors seeking stable income and diversification in their portfolio and low correlation to stocks, including retirees, conservative investors, and those nearing retirement.
Market Risk
AGG is best for long-term investors and passive index followers looking for broad exposure to the U.S. investment-grade bond market.
Summary
The iShares Core U.S. Aggregate Bond ETF (AGG) offers diversified exposure to the U.S. investment-grade bond market at a low cost. It's managed by BlackRock, a reputable issuer, and tracks the Bloomberg U.S. Aggregate Bond Index closely. While subject to interest rate and credit risk, AGG provides relatively low volatility and serves as a portfolio diversifier. The ETF is suitable for long-term investors and those seeking stable income with a bias towards capital preservation.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- Bloomberg
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. 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 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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