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Upturn AI SWOT - About
SPDR® Bloomberg Short Term International Treasury Bond ETF (BWZ)
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Upturn Advisory Summary
04/01/2025: BWZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 0.94% | Avg. Invested days 36 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 72414 | Beta 0.98 | 52 Weeks Range 24.82 - 27.59 | Updated Date 04/2/2025 |
52 Weeks Range 24.82 - 27.59 | Updated Date 04/2/2025 |
Upturn AI SWOT
SPDR® Bloomberg Short Term International Treasury Bond ETF
ETF Overview
Overview
The SPDRu00ae Bloomberg Short Term International Treasury Bond ETF (ISTB) seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Bloomberg Short Term Global ex-US Treasury Index. It focuses on short-term, investment-grade sovereign debt issued by countries outside the United States.
Reputation and Reliability
State Street Global Advisors (SSGA) is one of the largest ETF providers globally, with a strong reputation and long track record of managing ETFs.
Management Expertise
SSGA has extensive experience in fixed income management, with a dedicated team specializing in international bond strategies.
Investment Objective
Goal
The fund seeks to track the investment results of the Bloomberg Short Term Global ex-US Treasury Index, providing exposure to short-term international treasury bonds.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, investing in a portfolio of bonds that closely matches the composition of the underlying index.
Composition The ETF primarily holds short-term, investment-grade sovereign debt issued by countries outside the U.S.
Market Position
Market Share: Data unavailable to provide accurate market share.
Total Net Assets (AUM): 167144891.87
Competitors
Key Competitors
- iShares International Treasury Bond ETF (IGOV)
- Vanguard Total International Bond ETF (BNDX)
Competitive Landscape
The international treasury bond ETF market includes both broad and targeted funds. ISTB focuses on short-term maturities, potentially offering lower duration risk compared to IGOV and BNDX. ISTB's advantage is its focus on short-term bonds, which may be preferred in rising interest rate environments. However, IGOV and BNDX offer broader diversification.
Financial Performance
Historical Performance: Historical performance data is not readily available in a structured format for this response, but it can be accessed through financial data providers.
Benchmark Comparison: Comparison data is not readily available in a structured format for this response, but it can be accessed through financial data providers.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity based on its average trading volume.
Bid-Ask Spread
The bid-ask spread is typically low, reflecting the ETF's overall liquidity.
Market Dynamics
Market Environment Factors
Economic indicators in developed markets (excluding the U.S.), interest rate policies of foreign central banks, and currency fluctuations affect ISTB.
Growth Trajectory
Growth trends are dependent on global economic conditions, interest rate movements, and investor demand for international fixed income exposure. Strategy and holding changes are published regularly by SSGA.
Moat and Competitive Advantages
Competitive Edge
ISTB's competitive advantage lies in its targeted exposure to short-term international treasury bonds, providing investors with a specific maturity segment and potentially lower duration risk. SSGA's reputation and established ETF platform contribute to the ETF's credibility. The fund's low expense ratio enhances its attractiveness for cost-conscious investors. It offers a focused approach to international fixed income, differentiating it from broader international bond ETFs. The transparency of its index-tracking methodology also appeals to investors.
Risk Analysis
Volatility
The ETF's volatility is influenced by interest rate sensitivity and currency fluctuations.
Market Risk
Risks include interest rate risk (changes in interest rates), credit risk (issuer default), and currency risk (fluctuations in exchange rates).
Investor Profile
Ideal Investor Profile
ISTB is suitable for investors seeking exposure to short-term international treasury bonds for diversification purposes, or those looking to manage interest rate risk.
Market Risk
ISTB is suitable for long-term investors, especially those seeking to diversify their fixed-income portfolio and manage duration.
Summary
SPDRu00ae Bloomberg Short Term International Treasury Bond ETF (ISTB) offers targeted exposure to short-term, investment-grade sovereign debt issued by countries outside the U.S. Managed by State Street Global Advisors, it tracks the Bloomberg Short Term Global ex-US Treasury Index. This ETF is attractive for investors seeking lower duration risk compared to broader international bond ETFs. The moderate liquidity and low expense ratio make it a cost-effective option for diversification. Investors should consider interest rate risk and currency fluctuations when investing in ISTB.
Similar Companies
BNDX
Vanguard Total International Bond Index Fund ETF Shares
BNDX
Vanguard Total International Bond Index Fund ETF Shares
BWX
SPDR® Bloomberg International Treasury Bond ETF
BWX
SPDR® Bloomberg International Treasury Bond ETF
IGOV
iShares International Treasury Bond ETF
IGOV
iShares International Treasury Bond ETF
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- Bloomberg
- Financial News Providers
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data might be inaccurate or unavailable.
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 Short Term International Treasury Bond 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 is designed to measure the performance of fixed-rate local currency sovereign debt of investment grade countries outside the United States that have remaining maturities of one to three years. The fund is non-diversified.
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