Openbookopenbook
Openbook
BRTR
-0.20 · -0.39%
$50.59 · NASDAQ

BlackRock Total Return ETF (BRTR) ETF Analysis | Intermediate Core-Plus Bond

BlackRock · USA
AUM:$556.0M
#– of – in Intermediate Core-Plus Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

BRTR returned +5.0% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.38% — moderate cost. Consider how fees compound over long holding periods.

What is BRTR?

The fund typically invests more than 90% of its assets in a diversified portfolio of fixed-income securities such as corporate bonds and notes, mortgage-backed securities, asset-backed securities, convertible securities, preferred securities and government obligations. and foreign companies and governments may issue these securities.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
BRTR returned 5.0% over the past year.
Moderate Cost
Expense ratio of 0.38%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 1.9% of the ETF — exposure spread across many positions.
ETF Information
AUM$556.0M
Expense Ratio0.38%
Dividend Yield4.76%
Holdings2
Inception DateDec 2023
Domicile–
Distribution–
Index–
ProviderBlackRock
Beta–
CategoryIntermediate Core-Plus Bond
CurrencyUSD
Portfolio Impact

How would BRTR affect your portfolio?

Sign in to see exactly what adding this ETF changes — sector exposure, yield, diversification, volatility. Real numbers from your actual holdings.

Sign in
Example preview
6168
+7 points · better diversified

Chart Tools

My Portfolio

Sign in to overlay your portfolio on the chart.

Sign in
Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-3.4%
1Y
+0.8%
3Y
+8.5%
5Y
+8.5%
OpenBook InsightIf you had invested £10,000 in BRTR 5 years ago, it would have grown to £10,845 — a gain of £845.

Annual Returns

Calendar year performance

BRTR delivered positive returns in 3 of the last 4 calendar years.
YearBRTR
2026 YTD-1.4%
2025+8.0%
2024+1.8%
2023+0.4%
CAGR 3yr+3.4%
3/4 positive yearsAvg return: +2.2%Worst year: -1.4% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
3.9%
Low
Momentum
-0.5%
30-day change
Support Level
49.36
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
openbook

Stock research for UK and US investors. Make smarter decisions, faster.

Questions? Email us at contact@openbookanalytics.com

© 2026 Openbook Analytics Ltd · Company No. SC843579 · Registered in Scotland

256-bit encryption GDPR compliant UK data centres

Openbook Analytics Ltd (Company No. SC843579) is registered in Scotland. Registered office: Strathclyde Inspire Hub, University of Strathclyde, Graham Hills Building (Level 6), 50 Richmond Street, Glasgow, G1 1XP. Openbook Analytics is not authorised or regulated by the Financial Conduct Authority (FCA). The content on this platform is provided for general informational and educational purposes only and does not constitute financial advice, investment advice, trading advice, or any other form of advice. You should not treat any content on this platform as a recommendation to buy, sell, or hold any financial instrument. Past performance is not a reliable indicator of future results. The value of investments and the income from them can go down as well as up, and you may get back less than you invest. User-generated content, including community posts and commentary, reflects the personal opinions of individual users, is not verified for accuracy, and does not represent the views of Openbook Analytics Ltd. You should always conduct your own research or consult a qualified, FCA-regulated financial adviser before making investment decisions. Data displayed on this platform may be delayed or inaccurate and is provided "as is" without warranty. Openbook Analytics Ltd accepts no liability for any loss arising from reliance on the information provided.