XBB ETF ANALYSIS

Most Popular ETFs

S&P 500 ETF Trust

Nasdaq-100 Index Tracking ETF

Dow Jones Industrial Average ETF

iShares Russell 2000 ETF

iShares MSCI Emerging Markets ETF

Financial Select Sector SPDR Fund

undefined
XBB ETF FUNDAMENTALS
XBB ETF PERFORMANCE

XBB ISSUER

The iShares Core U.S. Aggregate Bond ETF (XBB) is managed by BlackRock, Inc., a leading global investment management and advisory firm. XBB seeks to track the performance of the ICE BofA BB US Cash Pay High Yield Constrained Index, which is designed to include bonds from the ICE BofA US Cash Pay High Yield Index rated BB1 through BB3, with issuer exposure capped at 2%. BlackRock employs a passive indexing approach for XBB, aiming to provide investors with broad exposure to the high-yield bond market while keeping costs low and minimizing portfolio turnover. As of its last available data in December 2022, XBB included approximately 936 constituents, reflecting the diversity of the U.S. dollar-denominated high yield corporate bond market.

XBB DIVIDEND

The iShares Core Canadian Universe Bond Index ETF (XBB) provides investors with exposure to a diversified portfolio of Canadian bonds. While the primary objective of this ETF is income generation through bond coupon payments, it is important to note that bond ETFs like XBB distribute dividends differently than equity ETFs. XBB typically pays out monthly dividends, reflecting the interest income generated by the underlying bond holdings. Investors seeking regular fixed-income cash flows may find XBB's monthly dividend distributions align with their income needs. However, it's essential to understand that these dividends are subject to fluctuations in interest rates and the performance of the bond market, affecting the yield and distribution amount.

XBB TRACKING

Tracking the ICE BofA BB US Cash Pay High Yield Constrained Index is the primary objective of the Alternative Sources XBB ETF. This fund is non-diversified and aims to replicate the performance of bonds rated BB1 through BB3 by Moody's, S&P, and Fitch. It adheres to specific issuer exposure limits, capping exposure at 2%, and utilizes a representative sampling indexing strategy to construct a portfolio with characteristics similar to the underlying index. With a focus on high-yield corporate bonds denominated in U.S. dollars, this ETF provides investors with a means to access this segment of the fixed income market.

XBB CORRELATION

The correlation aspect of the iShares Canadian Universe Bond Index ETF (XBB) is vital for investors seeking exposure to the Canadian bond market. XBB aims to track the performance of the Canadian Universe Bond Index, which includes a wide range of investment-grade government and corporate bonds. This ETF typically exhibits a moderate to high correlation with changes in interest rates, making it sensitive to fluctuations in the Canadian fixed-income market. Investors often use XBB as a tool for income generation, capital preservation, and diversification within their portfolios.

XBB SECTOR

The iShares Core U.S. Aggregate Bond ETF (XBB) is primarily invested in the fixed-income sector. This ETF aims to track the performance of the ICE BofA BB US Cash Pay High Yield Constrained Index, focusing on bonds rated BB1 through BB3 by Moody's, S&P, and Fitch. It maintains a diversified portfolio of high-yield corporate bonds, seeking to provide investors with exposure to the fixed-income market while managing risk. XBB may include various sectors within its holdings, such as finance, utilities, and healthcare, depending on the composition of the underlying index.

XBB EXPOSURE

The exposure characteristic of the Nasdaq Victory US Large Cap High Dividend 100 Volatility Weighted Index (XBB) reflects its focus on high-dividend-yielding U.S. large-cap stocks while employing a volatility-weighted methodology. XBB seeks to provide investors with exposure to stocks from the Nasdaq Victory US Large Cap 500 Volatility Weighted Index that have the highest dividend yields. This approach combines fundamental criteria with individual security risk control through volatility weighting, offering a unique angle to access income-generating stocks within the large-cap segment of the U.S. equity market.

ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.

Rather than focusing on the surface-level attributes of ETFs and Mutual Funds, ETF Insider goes deeper by examining the underlying holdings of exchange traded products.
By organizing and structuring that data, investors can easily navigate within their overlapping layers.

This innovative perspective combined with modern data visualization and modeling tools, provides an entirely new approach to portfolio optimization that can quickly expose both portfolio inefficiencies and opportunities.

BLOG ARTICLES

AMLP VS VDE
Blog book icon4 min read
By Ron Koren ETF Insider

AMLP VS VDE

Compare the AMLP and VDE ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies.

SPXL VS TECL: A Comprehensive Comparison of ETFs
Blog book icon4 min read
By Beqa Bumbeishvili ETF Insider

SPXL VS TECL: A Comprehensive Comparison of ETFs

SPXL VS TECL are specialized investment funds that focus on a diverse range of sectors in the financial market. these exchange-traded funds offer investors exposure to various industries and companies, presenting potential growth opportunities and risks. it's essential to understand the underlying assets and strategies of these etfs before considering an investment.

What is the XBB ETF?
Blog book icon4 min read
By Ron Koren ETF Insider

What is the XBB ETF?

The XBB ETF is a specialized investment fund that focuses on global companies in the relevant sectors. This exchange-traded fund offers investors exposure to a diverse range of innovative and cutting-edge companies engaged in advancements in the industry. Discover the potential growth opportunities and risks associated with investing in this dynamic sector through the XBB ETF.

FREQUENTLY ASKED QUESTIONS

Can you explain the correlation of XBB with the Canadian bond market?
Question Arrow
How does XBB provide exposure to the Canadian bond market?
Question Arrow
How does XBB's dividend strategy compare to other funds like XIC and XIU?
Question Arrow
What does XBB mean on the stock market?
Question Arrow
What does XBB stand for on the stock market?
Question Arrow
What is the sector composition of XBB?
Question Arrow

GET STARTED NOW!

No Credit Card Required
Full Data Protection
Overlap And Correlation
Insightful Visualization
Impactful Drill-Downs
Real-Time Data Feeds
Full Coverage For The U.S.

ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.