LQD:ARCA-iShares iBoxx $ Investment Grade Corporate Bond

ETF | Others | NYSE Arca

Last Closing

USD 127.14

Change

+0.16 (+0.13)%

Market Cap

USD 29.51B

Volume

5.98M

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: 2019-10-18 )

Largest Industry Peers for Others

Symbol Name Mer Price(Change) Market Cap
SOJE SOJE 0.00 %

+0.01 (+0.05%)

USD 65.72B
JEPI JPMorgan Equity Premium Income.. 0.00 %

-0.02 (-0.04%)

USD 32.78B
LCR Leuthold Core ETF 0.00 %

-0.06 (-0.17%)

USD 32.52B
DTB DTB 0.00 %

+0.02 (+0.11%)

USD 26.58B
DFAC Dimensional U.S. Core Equity 2.. 0.00 %

-0.12 (-0.40%)

USD 26.11B
JPST JPMorgan Ultra-Short Income ET.. 0.00 %

N/A

USD 22.47B
SGOV iShares® 0-3 Month Treasury B.. 0.00 %

+0.03 (+0.03%)

USD 18.58B
TSPA T. Rowe Price US Equity Resear.. 0.00 %

-0.33 (-1.05%)

USD 16.23B
DFUV Dimensional US Marketwide Valu.. 0.00 %

+0.27 (+0.70%)

USD 10.15B
AVUV Avantis® U.S. Small Cap Value.. 0.00 %

+1.11 (+1.28%)

USD 10.05B

ETFs Containing LQD

ADFI 17.65 % 0.00 %

N/A

N/A
CROP:CA Purpose Credit Opportunit.. 3.95 % 0.00 %

-0.02 (0%)

CAD 0.22B
LQDH iShares Interest Rate Hed.. 0.00 % 0.10 %

-0.02 (0%)

USD 0.31B
QGTA 0.00 % 0.37 %

N/A

N/A
QLS 0.00 % 0.76 %

N/A

N/A
XCR:CA 0.00 % 0.66 %

N/A

N/A
XGR:CA 0.00 % 0.64 %

N/A

N/A
XIG:CA iShares U.S. IG Corporate.. 0.00 % 0.32 %

+0.03 (+0%)

CAD 0.25B
DXB:CA Dynamic Active Tactical B.. 0.00 % 0.57 %

+0.01 (+0%)

CAD 0.11B
1496:TSE iShares USD Investment Gr.. 0.00 % 0.00 %

-2.00 (0%)

USD 43.87B
TDSC Cabana Target Drawdown 10.. 0.00 % 0.00 %

+0.03 (+0%)

USD 0.27B
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 1.73M
CLSM Cabana Target Leading Sec.. 0.00 % 0.00 %

-0.07 (0%)

USD 0.21B

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.69% 57% F 53% F
Dividend Return 2.19% 77% C+ 52% F
Total Return 14.89% 59% D- 53% F
Trailing 12 Months  
Capital Gain 12.67% 85% B 74% C
Dividend Return 3.15% 82% B 60% D-
Total Return 15.82% 88% B+ 74% C
Trailing 5 Years  
Capital Gain 5.97% 49% F 52% F
Dividend Return 16.04% 78% C+ 56% F
Total Return 22.01% 53% F 48% F
Average Annual (5 Year Horizon)  
Capital Gain 0.26% 40% F 44% F
Dividend Return 3.57% 51% F 44% F
Total Return 3.32% 85% B 66% D+
Risk Return Profile  
Volatility (Standard Deviation) 4.80% 79% B- 89% A-
Risk Adjusted Return 74.44% 75% C 77% C+
Market Capitalization 29.51B 99% N/A 94% 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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:

There is nothing we particularly dislike