LQD:ARCA-iShares iBoxx $ Investment Grade Corporate Bond (USD)

ETF | Corporate Bond | NYSE Arca

Last Closing

USD 106.65

Change

-0.45 (-0.42)%

Market Cap

USD 29.51B

Volume

0.01B

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the Markit iBoxx? USD Liquid Investment Grade Index composed of U.S. dollar-denominated, investment-grade corporate bonds. The fund generally invests at least 90% of its assets in securities of the underlying index and at least 95% of its assets in investment-grade corporate bonds. The underlying index is designed to provide a broad representation of the U.S. dollar-denominated liquid investment-grade corporate bond market.

Inception Date: 22/07/2002

Primary Benchmark: Markit iBoxx Liquid IG TR USD

Primary Index: BBgBarc US Agg Bond TR USD

Gross Expense Ratio: 0.15%

Management Expense Ratio: 0.15 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-27 )

Largest Industry Peers for Corporate Bond

Symbol Name Mer Price(Change) Market Cap
SPIB SPDR Barclays Intermediate Ter.. 0.08 %

N/A

USD 9.92B
QLTA iShares Aaa - A Rated Corporat.. 0.15 %

N/A

USD 1.62B
CORP PIMCO Investment Grade Corpora.. 0.20 %

N/A

USD 1.24B
GIGB Goldman Sachs Access Investmen.. 0.14 %

N/A

USD 0.86B
LQDH iShares Interest Rate Hedged C.. 0.10 %

N/A

USD 0.43B
KORP American Century Diversified C.. 0.45 %

N/A

USD 0.38B
IBD Northern Lights Fund Trust IV .. 0.62 %

N/A

USD 0.33B
IGBH iShares Interest Rate Hedged L.. 0.20 %

N/A

USD 0.09B
IG Principal Exchange-Traded Fund.. 0.26 %

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USD 0.09B
FCOR Fidelity® Corporate Bond ETF 0.42 %

N/A

N/A

ETFs Containing LQD

XIG:CA iShares U.S. IG Corporate.. 99.47 % 0.32 %

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CAD 0.35B
ADFI Anfield Dynamic Fixed Inc.. 17.70 % 0.00 %

N/A

USD 0.04B
XFLX FundX Investment Trust 12.24 % 0.00 %

N/A

USD 0.06B
KDRN ETF Opportunities Trust 12.10 % 0.00 %

N/A

USD 1.17M
XRLX FundX Investment Trust 5.55 % 0.00 %

N/A

USD 0.06B
QGTA 0.00 % 0.37 %

N/A

N/A
QLS 0.00 % 0.76 %

N/A

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XCR:CA 0.00 % 0.66 %

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XGR:CA 0.00 % 0.64 %

N/A

N/A
DXB:CA Dynamic Active Tactical B.. 0.00 % 0.57 %

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CAD 0.12B
1496:TSE iShares USD Investment Gr.. 0.00 % 0.00 %

N/A

USD 43.87B
TDSD 0.00 % 0.00 %

N/A

N/A
TDSE 0.00 % 0.00 %

N/A

N/A
XCBU:CA iShares U.S. IG Corporate.. 0.00 % 0.00 %

N/A

CAD 4.64M
CLSM Cabana Target Leading Sec.. 0.00 % 0.00 %

N/A

USD 0.15B
CROP:CA Purpose Credit Opportunit.. 0.00 % 0.00 %

N/A

CAD 0.19B

Market Performance

  Market Performance vs. Industry/Classification (Corporate Bond) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -3.62% 7% C- 27% F
Dividend Return 4.29% 86% B+ 60% D-
Total Return 0.67% 14% F 28% F
Trailing 12 Months  
Capital Gain -3.62% 7% C- 27% F
Dividend Return 4.29% 86% B+ 60% D-
Total Return 0.67% 14% F 28% F
Trailing 5 Years  
Capital Gain -16.85% 23% F 30% F
Dividend Return 15.33% 54% F 51% F
Total Return -1.52% 23% F 26% F
Average Annual (5 Year Horizon)  
Capital Gain -4.39% 21% F 14% F
Dividend Return -2.25% 21% F 13% F
Total Return 2.14% 36% F 50% F
Risk Return Profile  
Volatility (Standard Deviation) 9.44% 14% F 81% B-
Risk Adjusted Return -23.81% 29% F 10% F
Market Capitalization 29.51B N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.