Why Few Bond Funds Are Passively Managed—and How to Create Your Own
Index Fund Dominance in Stocks: Passive funds now represent 62% of all U.S. stock funds, largely due to their ability to outperform active managers and lower fees.
Slow Adoption in Bond Funds: The index-fund revolution has not yet significantly impacted bond funds, resulting in higher costs for investors in this sector.
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Analyst Views on IUSB
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The Top ETF to Invest in During Uncertain Periods
Market Volatility: The equity markets are expected to remain volatile in 2025, with the S&P 500 experiencing significant fluctuations, including a notable decline followed by a year-to-date return of 16.6% as of early December.
Investment Strategy: Given the uncertain macroeconomic environment, characterized by high prices and a weakening job market, investors are encouraged to consider conservative investments, such as the iShares Core 30/70 Conservative Allocation ETF, which offers a 70% allocation to fixed income.
ETF Composition: The iShares Core 30/70 Conservative Allocation ETF includes a mix of equity and fixed-income ETFs, with over 59% allocated to the iShares Core Universal USD Bond ETF, and a low expense ratio of 0.15%, making it an attractive option for risk-averse investors.
Stock Advisor Recommendations: While the iShares ETF is a conservative choice, the Motley Fool's Stock Advisor has identified ten high-potential stocks that are recommended for investment, which have historically provided substantial returns compared to the broader market.
Noteworthy IUSB Call Options Set for January 2026
Covered Call Strategy: An investor can buy IUSB stock at $46.61 and sell a covered call at a $47.00 strike price, potentially earning a total return of 1.16% by January 2026, excluding dividends and commissions.
Risk of Expiration: The $47.00 strike is approximately 1% above the current price, with a 66% chance that the call contract may expire worthless, allowing the investor to keep both the shares and the premium collected.
YieldBoost Potential: If the covered call expires worthless, the premium could provide a 0.32% additional return, equating to an annualized YieldBoost of 2.61%.
Volatility Insights: The implied volatility of the call contract is 6%, while the actual trailing twelve-month volatility is calculated at 5%, indicating a relatively stable trading environment for IUSB.
IUSB: Large Inflows Detected at ETF
IUSB Share Price Analysis: IUSB's share price is currently at $45.89, with a 52-week low of $44.67 and a high of $47.4389, indicating its position within the recent trading range.
ETFs Trading Dynamics: Exchange traded funds (ETFs) function like stocks but involve buying and selling "units," which can be created or destroyed based on investor demand, affecting the underlying assets held within the ETFs.
IUSB Crosses Above Key Moving Average Level
52 Week Range of IUSB: IUSB's stock has a 52-week low of $44.27 and a high of $47.4389, with the last trade recorded at $46.00.
Market Commentary Disclaimer: The opinions expressed in the article are solely those of the author and do not necessarily represent Nasdaq, Inc.
Notable ETF Outflow Detected - AOR, IUSB, IEMG, CI
Stock Performance Overview: AOR's stock has a 52-week range with a low of $53 and a high of $59.77, currently trading at $58.41, which is close to its moving average analysis.
ETFs Trading Dynamics: ETFs function like stocks but involve trading units that can be created or destroyed based on investor demand, affecting the underlying holdings significantly during notable inflows or outflows.
iShares Core Total USD Bond Market ETF Experiences Big Inflow
Stock Performance Overview: IUSB's share price is currently at $45.28, within a 52-week range of $44.21 to $47.4389, and the analysis includes comparisons with the 200-day moving average for better insights.
ETFs Trading Dynamics: Exchange traded funds (ETFs) function like stocks but involve trading "units," which can be created or destroyed based on investor demand, impacting the underlying holdings significantly.
The Top ETF to Invest in During Uncertain Periods
Market Volatility: The equity markets are expected to remain volatile in 2025, with the S&P 500 experiencing significant fluctuations, including a notable decline followed by a year-to-date return of 16.6% as of early December.
Investment Strategy: Given the uncertain macroeconomic environment, characterized by high prices and a weakening job market, investors are encouraged to consider conservative investments, such as the iShares Core 30/70 Conservative Allocation ETF, which offers a 70% allocation to fixed income.
ETF Composition: The iShares Core 30/70 Conservative Allocation ETF includes a mix of equity and fixed-income ETFs, with over 59% allocated to the iShares Core Universal USD Bond ETF, and a low expense ratio of 0.15%, making it an attractive option for risk-averse investors.
Stock Advisor Recommendations: While the iShares ETF is a conservative choice, the Motley Fool's Stock Advisor has identified ten high-potential stocks that are recommended for investment, which have historically provided substantial returns compared to the broader market.
Noteworthy IUSB Call Options Set for January 2026
Covered Call Strategy: An investor can buy IUSB stock at $46.61 and sell a covered call at a $47.00 strike price, potentially earning a total return of 1.16% by January 2026, excluding dividends and commissions.
Risk of Expiration: The $47.00 strike is approximately 1% above the current price, with a 66% chance that the call contract may expire worthless, allowing the investor to keep both the shares and the premium collected.
YieldBoost Potential: If the covered call expires worthless, the premium could provide a 0.32% additional return, equating to an annualized YieldBoost of 2.61%.
Volatility Insights: The implied volatility of the call contract is 6%, while the actual trailing twelve-month volatility is calculated at 5%, indicating a relatively stable trading environment for IUSB.
IUSB: Large Inflows Detected at ETF
IUSB Share Price Analysis: IUSB's share price is currently at $45.89, with a 52-week low of $44.67 and a high of $47.4389, indicating its position within the recent trading range.
ETFs Trading Dynamics: Exchange traded funds (ETFs) function like stocks but involve buying and selling "units," which can be created or destroyed based on investor demand, affecting the underlying assets held within the ETFs.
IUSB Crosses Above Key Moving Average Level
52 Week Range of IUSB: IUSB's stock has a 52-week low of $44.27 and a high of $47.4389, with the last trade recorded at $46.00.
Market Commentary Disclaimer: The opinions expressed in the article are solely those of the author and do not necessarily represent Nasdaq, Inc.
Notable ETF Outflow Detected - AOR, IUSB, IEMG, CI
Stock Performance Overview: AOR's stock has a 52-week range with a low of $53 and a high of $59.77, currently trading at $58.41, which is close to its moving average analysis.
ETFs Trading Dynamics: ETFs function like stocks but involve trading units that can be created or destroyed based on investor demand, affecting the underlying holdings significantly during notable inflows or outflows.
iShares Core Total USD Bond Market ETF Experiences Big Inflow
Stock Performance Overview: IUSB's share price is currently at $45.28, within a 52-week range of $44.21 to $47.4389, and the analysis includes comparisons with the 200-day moving average for better insights.
ETFs Trading Dynamics: Exchange traded funds (ETFs) function like stocks but involve trading "units," which can be created or destroyed based on investor demand, impacting the underlying holdings significantly.
