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Upturn AI SWOT - About
iShares U.S. ETF Trust - iShares Interest Rate Hedged U.S. Aggregate Bond ETF (AGRH)
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Upturn Advisory Summary
07/10/2025: AGRH (1-star) is currently NOT-A-BUY. Pass it for now.
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 8.64% | Avg. Invested days 145 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/10/2025 |
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 (AGGH) aims to provide exposure to the U.S. investment-grade bond market while mitigating interest rate risk. It targets the broad U.S. aggregate bond market and uses a strategy to hedge against fluctuations in interest rates.
Reputation and Reliability
iShares is a well-established and reputable issuer of ETFs, known for its extensive range of investment products and reliable fund management.
Management Expertise
BlackRock, the parent company of iShares, possesses significant expertise in fixed-income investment and risk management.
Investment Objective
Goal
The primary investment goal of AGGH is to provide investment results that closely correspond to the price and yield performance of the Bloomberg Barclays U.S. Aggregate Bond Index, while mitigating the impact of interest rate changes.
Investment Approach and Strategy
Strategy: AGGH aims to track the performance of the Bloomberg Barclays U.S. Aggregate Bond Index with interest rate hedging.
Composition The ETF primarily holds U.S. investment-grade bonds, including government, corporate, and mortgage-backed securities. It also utilizes derivative instruments to hedge against interest rate risk.
Market Position
Market Share: AGGH's market share in the interest rate hedged bond ETF category varies and should be compared against competing funds within this specific niche.
Total Net Assets (AUM): 48000000
Competitors
Key Competitors
- ProShares Investment Grade Interest Rate Hedged (IGHG)
- WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD)
Competitive Landscape
The competitive landscape is characterized by a few key players offering interest rate hedged bond ETFs. AGGH benefits from iShares' brand recognition and AUM, while competitors might offer slightly different hedging strategies or expense ratios. AGGH has good liquidity and lower expense ratio compared to peers, making it a good choice in the category.
Financial Performance
Historical Performance: Historical performance can be reviewed on the iShares website or other financial data providers.
Benchmark Comparison: AGGH aims to track the Bloomberg Barclays U.S. Aggregate Bond Index, so its performance should be compared to that index's performance.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
AGGH generally exhibits moderate liquidity, which may vary depending on market conditions.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's liquidity and the underlying market for U.S. aggregate bonds.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rate expectations, inflation, and economic growth significantly impact AGGH's performance, as it is designed to mitigate the effects of rising interest rates.
Growth Trajectory
AGGH's growth trajectory depends on investor demand for interest rate hedging strategies in a rising interest rate environment and the continued popularity of bond ETFs.
Moat and Competitive Advantages
Competitive Edge
AGGH's competitive edge lies in its established brand name (iShares), its relatively low expense ratio, and its effective interest rate hedging strategy. Its ability to provide exposure to the broad U.S. aggregate bond market while mitigating interest rate risk is a key differentiator. The fund's liquidity and tight bid-ask spread further enhance its appeal to investors. AGGH stands out because of its hedging strategy, which protects against losses that would happen with rising interest rates.
Risk Analysis
Volatility
AGGH's volatility is expected to be lower than unhedged bond ETFs during periods of rising interest rates, but it may still exhibit some volatility due to market fluctuations and credit risk.
Market Risk
The primary market risk is the potential for credit losses on the underlying bonds and imperfect correlation between the hedging instruments and the underlying bond portfolio.
Investor Profile
Ideal Investor Profile
The ideal investor for AGGH is a risk-averse investor seeking exposure to the U.S. investment-grade bond market while mitigating the impact of rising interest rates.
Market Risk
AGGH is best suited for long-term investors seeking stable income and capital preservation, particularly in a rising interest rate environment. It is suitable for both passive index followers and those seeking a hedge against interest rate risk.
Summary
AGGH is an iShares ETF designed to track the U.S. Aggregate Bond Index while hedging against interest rate risk. Its low expense ratio, combined with the BlackRock brand make it appealing to risk averse investors. The fund is best suited for long-term investors. However, it is susceptible to market risk based on credit losses on the underlying bonds. AGGH generally exhibits moderate liquidity, which may vary depending on market conditions.
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. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Market data is subject to 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 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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