Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
Vanguard Short-Term Bond Index Fund ETF Shares (BSV)BSV
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- PASS (Skip invest)*
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/07/2024: BSV (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 4.16% | Upturn Advisory Performance  4 | Avg. Invested days: 55 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 08/07/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 4.16% | Avg. Invested days: 55 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 08/07/2024 | Upturn Advisory Performance 4 |
Key Highlights
Volume (30-day avg) 2123544 | Beta 0.41 |
52 Weeks Range 73.26 - 78.56 | Updated Date 11/20/2024 |
52 Weeks Range 73.26 - 78.56 | Updated Date 11/20/2024 |
AI Summarization
ETF Vanguard Short-Term Bond Index Fund ETF Shares (BSV)
Profile:
- Description: Invests in a broad range of U.S. dollar denominated government and corporate investment grade bonds with maturities of three years or less.
- Target Sector: Investment grade short-term bonds
- Asset Allocation: Primarily invests in government bonds (U.S. Treasury and agency), corporate bonds, and asset-backed securities.
- Investment Strategy: Tracks the Bloomberg U.S. Short Treasury Bond Index, seeking a high level of income and capital preservation.
Objective:
- Aims to provide current income and preserve capital by investing in high-quality, short-term bonds.
Issuer:
- The Vanguard Group: Renowned for low-cost, index-tracking funds.
- Reputation and Reliability: Highly respected, with a long history of success and transparency.
- Management: Experienced team with deep expertise in the bond market.
Market Share:
- Holds a significant market share in the short-term bond ETF space.
Total Net Assets:
- Over $200 billion in assets under management.
Moat:
- Low expense ratio.
- Diversification across various high-quality bonds.
- Strong track record.
Financial Performance:
- Historically delivered consistent returns, outperforming its benchmark.
- Lower volatility compared to other short-term bond ETFs.
Growth Trajectory:
- Stable growth expected due to continuous demand for short-term bond investments.
Liquidity:
- High average trading volume.
- Tight bid-ask spread.
Market Dynamics:
- Interest rate changes significantly impact short-term bond prices.
- Market volatility can affect liquidity and returns.
Competitors:
- iShares Core U.S. Aggregate Bond ETF (AGG)
- SPDR Bloomberg Barclays Short Term Treasury Bond ETF (BSV)
- Schwab Short-Term U.S. Treasury ETF (SCHR)
Expense Ratio:
- 0.04% per year.
Investment Approach and Strategy:
- Strategy: Passively tracks the Bloomberg U.S. Short Treasury Bond Index.
- Composition: Primarily invests in U.S. Treasury bonds, agency bonds, and short-term corporate bonds.
Key Points:
- Low-cost, diversified option for short-term bond exposure.
- Aims for high income and capital preservation.
- Suitable for conservative investors seeking stability and income.
Risks:
- Interest rate risk: Rising rates can lead to price decline.
- Credit risk: Default risk of underlying bonds.
- Market risk: General market fluctuations can affect performance.
Who Should Consider Investing:
- Investors seeking income and capital preservation with a low-risk tolerance.
- Individuals investing for near-term goals.
- Portfolio diversification with minimal correlation to stocks.
Fundamental Rating Based on AI:
- Rating: 8.5/10
- Justification:
- Strong financial performance and low expense ratio.
- Diversified holdings and reputable issuer.
- Stable growth trajectory and high liquidity.
- Limited interest rate risk due to short-term maturities.
Resources and Disclaimers:
- Data sources: Vanguard website, ETFdb.com, Bloomberg
- Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult 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 Vanguard Short-Term Bond Index Fund ETF Shares
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.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.