IShares Aggregate Competition

CBU2 Etf

5.32 0.08 1.48%

iShares Aggregate Bond competes with IShares Emerging, and IShares MSCI; as well as few others. Analyzing IShares Aggregate competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of IShares Aggregate to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of IShares Aggregate competition on your existing holdings.

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IShares Aggregate Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between IShares Aggregate and its competitors represents the degree of relationship between the price movements of corresponding etfs. A correlation of about +1.0 implies that the price of IShares and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of iShares Aggregate Bond does not affect the price movement of the other competitor.

	META	MSFT	UBER	F	T	A	CRM	JPM	MRK	XOM
META		0.29	0.57	-0.02	0.6	0.02	0.68	0.28	-0.56	0.72	META
MSFT	0.29		0.24	0.12	0.2	-0.02	0.02	-0.17	0.11	-0.18	MSFT
UBER	0.57	0.24		-0.02	0.02	0.26	0.05	-0.1	0.04	0.36	UBER
F	-0.02	0.12	-0.02		0.0	-0.37	0.36	0.62	-0.24	0.29	F
T	0.6	0.2	0.02	0.0		-0.48	0.73	0.49	-0.76	0.39	T
A	0.02	-0.02	0.26	-0.37	-0.48		-0.48	-0.65	0.64	-0.01	A
CRM	0.68	0.02	0.05	0.36	0.73	-0.48		0.83	-0.92	0.68	CRM
JPM	0.28	-0.17	-0.1	0.62	0.49	-0.65	0.83		-0.83	0.51	JPM
MRK	-0.56	0.11	0.04	-0.24	-0.76	0.64	-0.92	-0.83		-0.57	MRK
XOM	0.72	-0.18	0.36	0.29	0.39	-0.01	0.68	0.51	-0.57		XOM
	META	MSFT	UBER	F	T	A	CRM	JPM	MRK	XOM

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High positive correlations

JPM	+ 0.83	CRM
CRM	+ 0.73	T
XOM	+ 0.72	META
CRM	+ 0.68	META
XOM	+ 0.68	CRM
MRK	+ 0.64	A

High negative correlations

MRK	- 0.92	CRM
MRK	- 0.83	JPM
MRK	- 0.76	T
JPM	- 0.65	A
XOM	- 0.57	MRK
MRK	- 0.56	META

IShares Aggregate Competition Risk-Adjusted Indicators

There is a big difference between IShares Etf performing well and IShares Aggregate ETF doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze IShares Aggregate's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
META	1.05	0.00	(0.03)	0.12	1.40	(1.14)	2.62	(3.15)	8.02
MSFT	0.88	(0.08)	(0.07)	0.01	1.51	(0.82)	2.09	(1.85)	8.19
UBER	1.60	(0.14)	0.00	(0.02)	0.00	0.00	2.69	(2.44)	20.10
F	1.43	(0.12)	(0.02)	0.04	2.19	(1.43)	2.75	(2.90)	11.72
T	0.92	0.28	0.14	24.43	0.85	(1.04)	2.56	(1.72)	6.47
A	1.14	(0.13)	0.00	(0.12)	0.00	0.00	2.29	(2.42)	9.02
CRM	1.28	0.29	0.25	0.37	0.90	(1.52)	3.18	(1.91)	9.09
JPM	1.12	0.00	0.06	0.12	1.44	(1.17)	2.05	(2.00)	15.87
MRK	0.85	(0.26)	0.00	(1.12)	0.00	0.00	1.73	(2.13)	4.89
XOM	1.03	0.03	(0.01)	0.18	1.21	(1.11)	2.14	(2.09)	5.78

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IShares Aggregate Competitive Analysis

The better you understand IShares Aggregate competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, IShares Aggregate's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across IShares Aggregate's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	CBU2	EUN8	IS0Z	AYEU	CBU1	IUSP	2B7A	IS02	IUSQ
	1.48 5.32 IShares	0.55 154.22 IShares	0.57 72.59 IShares	1.63 7.49 IShares	0.17 5.82 IShares	0.61 41.35 IShares	0.86 9.34 IShares	0.91 5.52 IShares	0.72 86.38 IShares
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Not too volatile	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Insignificant	Modest	OK	OK	Good	Solid	Solid	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Unknown	Unknown	Unknown	About Average	Unknown	Low	About Average	Unknown	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Over Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Strong Sell	Strong Sell	Strong Sell	Strong Sell	Strong Sell	Hold	Strong Sell	Hold
Five Year Return				N/A		-1.04	N/A		6.14
One Year Return				N/A		7.74	N/A		4.78
Bond Positions Weight				N/A		97.11	N/A		0.01
Equity Positions Weight				N/A		N/A	N/A		99.13
Three Year Return				N/A		2.86	N/A		11.52
Net Asset				N/A		9.69 B	N/A		697.48 M
Day Typical Price	5.33	153.96	72.42	7.49	5.82	41.35	9.36	5.51	86.22
Accumulation Distribution	0.0037	0.0089	0.0078	N/A	0.0034	N/A	0.0117	0.0126	0.0092
Market Facilitation Index	0.02	1.38	0.57	N/A	0.02	N/A	0.11	0.07	0.8
Daily Balance Of Power	(4.00)	0.6087	0.7193	9.2 T	(0.50)	9.2 T	0.7273	0.7143	0.775
Period Momentum Indicator	(0.08)	0.84	0.41	0.12	(0.01)	0.25	0.08	0.05	0.62
Rate Of Daily Change	0.99	1.01	1.01	1.02	1.0	1.01	1.01	1.01	1.01
Day Median Price	5.33	153.83	72.34	7.49	5.82	41.35	9.37	5.51	86.14
Price Action Indicator	(0.05)	0.81	0.46	0.06	(0.01)	0.13	0.015	0.04	0.55
Relative Strength Index	39.54	42.24	32.21	21.77	41.45	40.68	25.74	40.98	43.05
Coefficient Of Variation	846.42	3107.64	1452.45	676.08	1269.97	558.99	415.56	375.78	504.21
Mean Deviation	0.2143	0.329	0.2253	0.5479	0.1462	0.2382	0.7766	0.3027	0.5668
Jensen Alpha	0.0286	0.0024	0.0014	0.0675	(0)	0.0327	0.203	0.0748	0.0464
Total Risk Alpha	(0.02)	(0.06)	(0.04)	(0.02)	(0.03)	(0)	0.0749	0.0357	0.0224
Sortino Ratio	(0.34)	(0.29)	(0.43)	(0.0003)	(0.42)	(0.24)	0.1045	(0.05)	0.0375
Downside Variance	0.0844	0.1669	0.0673	1.4	0.0737	0.096	1.21	0.1666	0.4984
Standard Deviation	0.2711	0.4053	0.2834	0.8818	0.202	0.3223	1.02	0.4207	0.7928
Kurtosis	(0.07)	0.2747	(0.19)	5.34	0.5005	1.82	0.3658	2.8	3.68
Potential Upside	0.3868	0.6748	0.4788	1.33	0.3448	0.5879	1.73	0.7561	1.42
Treynor Ratio	(0.41)	0.5963	0.1409	0.2748	0.0758	0.3855	0.869	0.4543	0.1763
Maximum Drawdown	1.35	2.14	1.38	4.82	1.03	1.52	5.05	2.28	4.72
Variance	0.0735	0.1643	0.0803	0.7775	0.0408	0.1039	1.04	0.177	0.6285
Market Risk Adjusted Performance	(0.40)	0.6063	0.1509	0.2848	0.0858	0.3955	0.879	0.4643	0.1863
Risk Adjusted Performance	0.0723	0.0158	0.0357	0.1147	0.0324	0.1234	0.187	0.1959	0.1524
Skewness	0.2793	(0.07)	0.2073	(0.22)	0.0057	0.4947	(0.21)	0.9817	0.8975
Semi Deviation	0.1071	0.3848	0.208	0.7227	0.1057	0.0931	0.7741	0.0	0.4659
Information Ratio	(0.36)	(0.29)	(0.39)	(0.0004)	(0.57)	(0.23)	0.1126	(0.04)	0.0334
Value At Risk	(0.38)	(0.55)	(0.37)	(1.33)	(0.34)	(0.49)	(1.59)	(0.55)	(1.22)
Expected Short fall	(0.31)	(0.33)	(0.25)	(0.71)	(0.24)	(0.27)	(0.88)	(0.46)	(0.64)
Downside Deviation	0.2904	0.4086	0.2594	1.18	0.2716	0.3099	1.1	0.4081	0.706
Semi Variance	0.0115	0.1481	0.0432	0.5223	0.0112	0.0087	0.5993	(0.04)	0.2171

IShares Aggregate Competition Performance Charts

Five steps to successful analysis of IShares Aggregate Competition

IShares Aggregate's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by iShares Aggregate Bond in relation to its competition. IShares Aggregate's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of IShares Aggregate in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact IShares Aggregate's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to iShares Aggregate Bond, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your IShares Aggregate position

In addition to having IShares Aggregate in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Furniture

Companies producing and selling home and office furniture. The Furniture theme has 42 constituents at this time.

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