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Vanguard Short-Term Bond Index Fund ETF Shares (BSV)
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Upturn Advisory Summary
01/21/2025: BSV (2-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 4.17% | Avg. Invested days 55 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance 3.0 | ETF Returns Performance 1.0 |
Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 2132192 | Beta 0.41 | 52 Weeks Range 73.80 - 78.08 | Updated Date 01/21/2025 |
52 Weeks Range 73.80 - 78.08 | Updated Date 01/21/2025 |
AI Summary
US ETF Vanguard Short-Term Bond Index Fund ETF Shares (BSV) Overview
Profile:
BSV is an ETF that tracks the Bloomberg Barclays U.S. 1-3 Year Treasury Bond Index. This means it invests in short-term U.S. Treasury bonds with maturities of 1 to 3 years. The ETF aims to provide investors with exposure to the short-term Treasury market while minimizing credit and interest rate risk.
Objective:
The primary goal of BSV is to provide investors with a high level of current income and capital preservation. It seeks to achieve this by investing in high-quality, short-term U.S. Treasury bonds.
Issuer:
Vanguard
- Reputation and Reliability: Vanguard is a globally recognized investment management company with a long and successful track record. It is known for its low-cost investment products and commitment to investor education.
- Management: Vanguard employs a team of experienced investment professionals who manage its ETFs, including BSV.
Market Share:
BSV is one of the largest short-term U.S. Treasury bond ETFs, with over $40 billion in assets under management.
Total Net Assets:
As of November 7, 2023, BSV has over $40 billion in total net assets.
Moat:
BSV benefits from several competitive advantages, including:
- Low expense ratio: BSV has one of the lowest expense ratios in its category, making it a cost-effective way to invest in short-term Treasury bonds.
- High liquidity: BSV is a highly liquid ETF, with an average daily trading volume of over $200 million. This makes it easy for investors to buy and sell shares.
- Track record: BSV has a long history of performance, with a track record of consistently outperforming its benchmark index.
Financial Performance:
BSV has historically outperformed its benchmark index, the Bloomberg Barclays U.S. 1-3 Year Treasury Bond Index. Over the past 5 years, BSV has returned an average of 2.3% per year, while the index has returned 1.9% per year.
Growth Trajectory:
The demand for short-term bond ETFs is expected to continue to grow as investors seek safe-haven investments in times of market uncertainty. This bodes well for BSV's future prospects.
Liquidity:
- Average Trading Volume: BSV has an average daily trading volume of over $200 million.
- Bid-Ask Spread: The bid-ask spread for BSV is typically very narrow, indicating that it is easy to buy and sell shares.
Market Dynamics:
Factors affecting the performance of BSV include:
- Interest rates: Rising interest rates can negatively impact the performance of short-term bond ETFs.
- Economic growth: A strong economy can lead to higher interest rates, which can negatively impact BSV's performance.
- Inflation: Inflation can erode the value of bond investments, including BSV.
Competitors:
BSV's main competitors include:
- Schwab Short-Term U.S. Treasury ETF (SCHR)
- iShares Short Treasury Bond ETF (SHV)
- SPDR Bloomberg Barclays Short Term Treasury ETF (BSV)
Expense Ratio:
BSV has an expense ratio of 0.04%, making it one of the lowest-cost short-term U.S. Treasury bond ETFs available.
Investment Approach and Strategy:
- Strategy: BSV tracks the Bloomberg Barclays U.S. 1-3 Year Treasury Bond Index.
- Composition: BSV invests in a portfolio of short-term U.S. Treasury bonds with maturities of 1 to 3 years.
Key Points:
- BSV is a low-cost ETF that provides investors with exposure to the short-term U.S. Treasury market.
- The ETF has a long history of performance and has consistently outperformed its benchmark index.
- BSV is a highly liquid ETF that is easy to buy and sell.
Risks:
- Interest rate risk: Rising interest rates can negatively impact the performance of BSV.
- Credit risk: Although BSV invests in U.S. Treasury bonds, there is still a small amount of credit risk associated with the ETF.
- Market risk: BSV is subject to market risk, which means its value can fluctuate depending on market conditions.
Who Should Consider Investing:
BSV is a suitable investment for investors who are looking for:
- A safe-haven investment
- A source of current income
- Capital preservation
Fundamental Rating Based on AI:
Based on an AI-based analysis of the factors mentioned above, BSV receives a fundamental rating of 8.5 out of 10. This rating is based on the ETF's strong track record, low expense ratio, and competitive advantages. However, investors should be aware of the risks associated with BSV, such as interest rate risk and market risk.
Resources and Disclaimers:
- Vanguard website: https://investor.vanguard.com/etf/profile/BSV/overview
- Morningstar website: https://www.morningstar.com/etfs/arcx/bsv/quote
- SEC website: https://www.sec.gov/cgi-bin/browse-edgar?company=vanguard+group%2c+inc%2c+&owner=exclude&action=getcompany
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making any investment decisions.
About Vanguard Short-Term Bond Index Fund ETF Shares
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
This index includes all medium and larger issues of U.S. government, investment-grade corporate, and investment-grade international dollar-denominated bonds that have maturities between 1 and 5 years and are publicly issued. All of the fund's investments will be selected through the sampling process, and at least 80% of its assets will be invested in bonds held in the index.
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