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iShares U.S. ETF Trust - iShares Inflation Hedged U.S. Aggregate Bond ETF (AGIH)
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Upturn Advisory Summary
08/25/2025: AGIH (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 5.84% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/25/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 23.54 - 24.87 | Updated Date 06/29/2025 |
52 Weeks Range 23.54 - 24.87 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares U.S. ETF Trust - iShares Inflation Hedged U.S. Aggregate Bond ETF
ETF Overview
Overview
The iShares Inflation Hedged U.S. Aggregate Bond ETF (TIPZ) seeks to track the investment results of an index composed of inflation-protected U.S. Treasury bonds. It aims to provide exposure to the U.S. Treasury Inflation-Protected Securities (TIPS) market, offering a hedge against inflation.
Reputation and Reliability
iShares, a division of BlackRock, is a well-established and reputable ETF provider with a long track record.
Management Expertise
BlackRock has extensive experience in managing fixed-income ETFs and possesses a team of experts dedicated to managing inflation-protected securities.
Investment Objective
Goal
The ETF aims to track the investment results of an index composed of inflation-protected U.S. Treasury bonds.
Investment Approach and Strategy
Strategy: The ETF tracks the ICE US Treasury Inflation Linked Securities Index.
Composition The ETF holds U.S. Treasury Inflation-Protected Securities (TIPS).
Market Position
Market Share: TIPZ holds a moderate market share within the inflation-protected bond ETF sector.
Total Net Assets (AUM): 109658964
Competitors
Key Competitors
- Schwab Strategic Trust - Schwab U.S. TIPS ETF (SCHP)
- Vanguard Scottsdale Funds - Vanguard Short-Term Inflation-Protected Securities ETF (VTIP)
- PIMCO Investment Grade Credit Opportunities Fund (CLO)
Competitive Landscape
The inflation-protected bond ETF market is dominated by SCHP and VTIP. TIPZ offers a broader exposure to the aggregate bond market compared to VTIP's short-term focus but faces strong competition from SCHP's lower expense ratio and higher AUM. CLO invests in structured credit, which is different than TIPS.
Financial Performance
Historical Performance: Historical performance data can be found on financial websites and is subject to change.
Benchmark Comparison: The ETF's performance should be compared to the ICE US Treasury Inflation Linked Securities Index to assess its tracking effectiveness.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
The average trading volume indicates moderate liquidity for TIPZ.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
Inflation expectations, interest rate movements, and Treasury supply impact the ETF's performance.
Growth Trajectory
The ETF's growth trajectory depends on investor demand for inflation protection and broader market trends.
Moat and Competitive Advantages
Competitive Edge
TIPZ benefits from iShares' established brand and extensive distribution network. Its competitive edge lies in offering exposure to the broad U.S. aggregate bond market, encompassing various maturities. While other ETFs focus on specific segments, TIPZ provides a diversified approach. This wide spectrum can appeal to investors seeking comprehensive inflation protection. However, this advantage is somewhat mitigated by larger ETFs with lower expense ratios.
Risk Analysis
Volatility
The ETF's volatility is influenced by interest rate sensitivity and inflation expectations.
Market Risk
The ETF is subject to interest rate risk and inflation risk, which can impact its value.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking to protect their portfolio from the adverse effects of inflation.
Market Risk
The ETF is best suited for long-term investors who are concerned about inflation and want to hedge against it.
Summary
TIPZ provides exposure to U.S. Treasury Inflation-Protected Securities, offering a hedge against rising inflation. The ETF benefits from iShares' reputation and offers a relatively diversified approach to inflation protection. However, it faces competition from ETFs with lower expense ratios. The ETF is suitable for long-term investors seeking to mitigate inflation risk within their fixed-income portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- etfdb.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Consult with a 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 U.S. ETF Trust - iShares Inflation Hedged U.S. Aggregate Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The underlying index is designed to minimize the inflation risk of a portfolio composed of U.S. dollar-denominated, investment-grade bonds. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in component securities and instruments in the fund"s underlying index. It is non-diversified.
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