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iShares U.S. ETF Trust - iShares Interest Rate Hedged U.S. Aggregate Bond ETF (AGRH)
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Upturn Advisory Summary
12/04/2025: AGRH (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 11.8% | Avg. Invested days 133 | 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 12/04/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.66 - 25.90 | Updated Date 06/29/2025 |
52 Weeks Range 24.66 - 25.90 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares U.S. ETF Trust - iShares Interest Rate Hedged U.S. Aggregate Bond ETF
ETF Overview
Overview
The iShares Interest Rate Hedged U.S. Aggregate Bond ETF (AGGX) aims to provide exposure to the U.S. investment-grade bond market while mitigating interest rate risk through hedging strategies. The fund seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade bonds and utilizes derivatives to hedge interest rate exposure.
Reputation and Reliability
BlackRock's iShares is a well-established and reputable ETF provider with a long track record of managing various investment products.
Management Expertise
BlackRock has a team of experienced professionals managing its iShares ETFs, bringing expertise in fixed income and derivative strategies.
Investment Objective
Goal
To provide exposure to the U.S. investment-grade bond market while mitigating interest rate risk.
Investment Approach and Strategy
Strategy: The ETF tracks an index of U.S. dollar-denominated, investment-grade bonds and uses derivatives to hedge interest rate risk.
Composition The ETF holds a portfolio of U.S. investment-grade bonds and utilizes interest rate swaps and other derivatives for hedging.
Market Position
Market Share: Data not available
Total Net Assets (AUM): 29910000
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 bond ETF market is competitive, with several large players offering similar aggregate bond exposure. AGGX differentiates itself by hedging interest rate risk, which can be an advantage in rising rate environments. However, the hedging strategy can also add complexity and potential costs compared to unhedged bond ETFs.
Financial Performance
Historical Performance: Historical performance data should be reviewed on a fund factsheet or a financial data provider's website.
Benchmark Comparison: The ETF's performance should be compared to its underlying index and unhedged aggregate bond ETFs to assess the effectiveness of its hedging strategy.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
Average trading volume indicates how easily the ETF shares can be bought and sold in the market.
Bid-Ask Spread
The bid-ask spread represents the difference between the highest price a buyer is willing to pay (bid) and the lowest price a seller is willing to accept (ask).
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and economic growth can impact bond yields and the ETF's performance. Sector growth prospects within the bond market and overall market sentiment also play a role.
Growth Trajectory
Growth trends depend on interest rate movements, demand for interest rate hedging, and investor appetite for fixed income investments. Changes to the ETF's strategy and holdings would be detailed in its prospectus and shareholder reports.
Moat and Competitive Advantages
Competitive Edge
AGGX's competitive advantage lies in its interest rate hedging strategy, which distinguishes it from traditional aggregate bond ETFs. This feature attracts investors seeking to mitigate the impact of rising interest rates on their bond portfolios. The ETF benefits from BlackRock's expertise in fixed income and derivative strategies, which enhances its credibility and investor confidence. However, the hedging strategy may underperform in falling rate environments.
Risk Analysis
Volatility
The ETF's historical volatility reflects the price fluctuations of its underlying bond holdings and the impact of its hedging strategy.
Market Risk
Market risk includes interest rate risk (though partially hedged), credit risk of bond issuers, and liquidity risk in the bond market.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse, seeking fixed income exposure but concerned about the negative impact of rising interest rates.
Market Risk
AGGX is suitable for long-term investors seeking to mitigate interest rate risk within their fixed income allocation. It can also be useful for active traders looking to express a view on interest rate movements.
Summary
The iShares Interest Rate Hedged U.S. Aggregate Bond ETF (AGGX) provides exposure to U.S. investment-grade bonds while actively hedging against interest rate risk using derivatives. This strategy differentiates it from traditional bond ETFs and appeals to investors worried about rising rates. While the hedging can add complexity and cost, it offers potential protection in specific market environments. BlackRock's reputation and expertise further support the ETF's appeal, making it a niche offering within the broader bond ETF landscape.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares Website
- BlackRock
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment 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 U.S. ETF Trust - iShares Interest Rate 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 interest rate risk exposure 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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