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XFIV
+0.19 · +0.39%
$49.56 · NYSE ARCA

Bondbloxx ETF Trust - BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) ETF Analysis | Intermediate Government

BondBloxx Investment Management · USA
AUM:$439.6M
#– of – in Intermediate Government 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

Up 6.7% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.05% — among the lowest available for this category.

What is XFIV?

Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in a portfolio of U. Treasury securities that collectively have an average duration of approximately 5 years, either directly or indirectly (e.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
XFIV returned 6.7% over the past year. Historical returns only — past performance is not indicative of future results.
Ultra-Low Expense Ratio
Expense ratio of 0.05% — among the lowest available. Low costs compound favourably over long holding periods.
Moderate Concentration
Top 10 holdings make up 48.6% of the ETF — a moderate level of name concentration.
ETF Information
AUM$439.6M
Expense Ratio0.05%
Dividend Yield4.05%
Holdings8
Inception DateSept 2022
Domicile–
Distribution–
Index–
ProviderBondBloxx Investment Management
Beta0.83
CategoryIntermediate Government
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-3.7%
1Y
-0.8%
3Y
+10.6%
5Y
+10.9%
OpenBook InsightIf you had invested £10,000 in XFIV 5 years ago, it would have grown to £11,093 — a gain of £1,093.

Annual Returns

Calendar year performance

XFIV delivered positive returns in 3 of the last 5 calendar years.
YearXFIV
2026 YTD-2.0%
2025+7.5%
2024+1.8%
2023+4.1%
2022-0.6%
CAGR 4yr+3.2%
3/5 positive yearsAvg return: +2.2%Worst year: -2.0% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
3.2%
Low
Momentum
-0.6%
30-day change
Support Level
48.02
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.
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