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Upturn AI SWOT - About
SPDR® Bloomberg 1-3 Month T-Bill ETF (BIL)
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Upturn Advisory Summary
04/04/2025: BIL (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 13.12% | Avg. Invested days 732 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/04/2025 |
Key Highlights
Volume (30-day avg) 13704992 | Beta 0.06 | 52 Weeks Range 87.25 - 91.49 | Updated Date 04/6/2025 |
52 Weeks Range 87.25 - 91.49 | Updated Date 04/6/2025 |
Upturn AI SWOT
ETF SPDR® Bloomberg 1-3 Month T-Bill ETF (BIL)
Profile
Primary Focus: Short-term U.S. Treasury Bills (T-Bills) with maturities ranging from 1 to 3 months.
Asset Allocation: Invests solely in U.S. Treasury bills.
Investment Strategy: Passively tracks the Bloomberg Barclays 1-3 Month U.S. Treasury Bill Index.
Objective
The ETF aims to provide investors with a high degree of liquidity, safety, and preservation of capital while generating interest income.
Issuer
Company: State Street Global Advisors (SSGA)
Reputation & Reliability: SSGA is a leading global asset manager with a strong reputation for reliability and expertise in the ETF industry.
Management: The ETF is managed by a team of experienced portfolio managers with extensive knowledge of the fixed income market.
Market Share
BIL holds a significant portion of the short-term Treasury bill ETF market, with a market share of around 25%.
Total Net Assets
As of October 26, 2023, BIL has $24.59 billion in total net assets.
Moat
- Liquidity: BIL boasts high liquidity due to its underlying holdings of highly liquid T-Bills.
- Cost Efficiency: The expense ratio of 0.04% makes BIL one of the most cost-efficient short-term T-Bill ETFs available.
- Transparency: The fund's holdings are transparent and readily available, allowing investors to easily understand the ETF's composition.
Financial Performance
Historical Performance: BIL has consistently delivered positive returns, reflecting the low-risk nature of its underlying holdings. The ETF has a 3-year annualized return of 2.83%.
Benchmark Comparison: BIL closely tracks the performance of its benchmark index, demonstrating its effectiveness in replicating the index.
Growth Trajectory
Given the ongoing low-interest-rate environment and continued investor demand for safe-haven assets, BIL's growth trajectory appears positive.
Liquidity
Average Trading Volume: BIL boasts a high average trading volume, exceeding 5 million shares daily.
Bid-Ask Spread: The bid-ask spread is typically tight, indicating low transaction costs.
Market Dynamics
Factors affecting BIL include:
- Interest Rate Changes: Rising interest rates could lead to a decline in the fund's price.
- Economic Conditions: A strong economy can lead to increased investor demand for riskier assets, potentially decreasing demand for BIL.
- Monetary Policy: Changes in monetary policy by the Federal Reserve can impact the overall yield curve and consequently affect BIL's performance.
Competitors
- iShares 1-3 Month Treasury Bond ETF (SHV) - Market share: 23%
- Vanguard Short-Term Treasury ETF (VGSH) - Market share: 20%
Expense Ratio
The expense ratio of BIL is 0.04%, making it one of the most cost-efficient short-term T-Bill ETFs available.
Investment Approach and Strategy
Strategy: Passively tracks the Bloomberg Barclays 1-3 Month U.S. Treasury Bill Index.
Composition: Invests solely in U.S. Treasury Bills with maturities ranging from 1 to 3 months.
Key Points
- High liquidity and safety
- Low volatility compared to other fixed income investments
- Cost-efficient
- Suitable for investors seeking capital preservation and income generation
Risks
- Interest Rate Risk: Rising interest rates can lead to a decline in the ETF's price.
- Reinvestment Risk: As T-Bills mature, there is a risk that the proceeds may be reinvested at lower rates.
- Liquidity Risk: While highly liquid, there is a small chance that the ETF's liquidity may decrease during periods of market stress.
Who Should Consider Investing
- Investors seeking short-term, safe investment with low volatility
- Individuals looking for a source of income generation
- Portfolios requiring a high degree of liquidity
- Investors with a low-risk tolerance
Fundamental Rating Based on AI
8.5/10
BIL receives a high rating based on its strong financial performance, robust market position, and positive growth trajectory. The ETF's low expense ratio, high liquidity, and transparency further contribute to its attractiveness.
Resources and Disclaimers
This analysis is based on information gathered from the following sources:
- State Street Global Advisors (SSGA) website: https://www.ssga.com/us/en/individual/etfs/etf-library-detail?ticker=bil
- Morningstar: https://www.morningstar.com/etfs/xnas/bil
- Bloomberg: https://www.bloomberg.com/quote/BIL:US
This information should not be considered investment advice. Please consult with a financial professional before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SPDR® Bloomberg 1-3 Month T-Bill ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests substantially all, but at least 80%, of its total assets in the securities comprising the index and in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index measures the performance of public obligations of the U.S. Treasury that have a remaining maturity of greater than or equal to 1 month and less than 3 months.
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