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Upturn AI SWOT - About
Invesco Equal Weight 0-30 Years Treasury ETF (GOVI)
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Upturn Advisory Summary
02/13/2025: GOVI (1-star) is currently NOT-A-BUY. Pass it for now.
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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -5.11% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/13/2025 |
Key Highlights
Volume (30-day avg) 173583 | Beta 1.44 | 52 Weeks Range 25.74 - 29.12 | Updated Date 04/1/2025 |
52 Weeks Range 25.74 - 29.12 | Updated Date 04/1/2025 |
Upturn AI SWOT
Invesco Equal Weight 0-30 Years Treasury ETF
ETF Overview
Overview
The Invesco Equal Weight 0-30 Years Treasury ETF (GOVT) aims to provide investment results that generally correspond to the price and yield of the DBIQ U.S. Treasury Equal Weight Index. This ETF invests in U.S. Treasury securities with maturities ranging from 0 to 30 years, equally weighting each maturity. The primary focus is on U.S. government bonds.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and extensive track record.
Management Expertise
Invesco has a team of experienced portfolio managers and analysts specializing in fixed income investments.
Investment Objective
Goal
The investment objective of the Invesco Equal Weight 0-30 Years Treasury ETF is to track the performance of an index composed of U.S. Treasury securities with maturities ranging from 0 to 30 years.
Investment Approach and Strategy
Strategy: The ETF seeks to replicate the DBIQ U.S. Treasury Equal Weight Index.
Composition The ETF holds U.S. Treasury bonds with maturities ranging from 0 to 30 years.
Market Position
Market Share: GOVT's market share within the US Treasury ETF space is moderate.
Total Net Assets (AUM): 120675939
Competitors
Key Competitors
- iShares 7-10 Year Treasury Bond ETF (IEF)
- iShares 20+ Year Treasury Bond ETF (TLT)
- Vanguard Total Bond Market ETF (BND)
Competitive Landscape
The competitive landscape is dominated by a few large players like iShares and Vanguard. GOVT offers a unique equal-weight strategy across the Treasury yield curve, differentiating it from market-cap weighted competitors. However, this can result in different performance compared to market-cap weighted Treasury ETFs. Advantages include diversification across the curve, while disadvantages may include higher tracking error compared to broader market-cap weighted benchmarks.
Financial Performance
Historical Performance: Historical performance data is readily available through financial data providers.
Benchmark Comparison: The ETF's performance can be compared to the DBIQ U.S. Treasury Equal Weight Index to gauge its effectiveness.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
GOVT's average trading volume is moderate, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the liquidity of the underlying Treasury bonds.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation expectations, and monetary policy decisions significantly affect GOVT.
Growth Trajectory
GOVT's growth trajectory depends on investor demand for U.S. Treasury securities and the ETF's ability to effectively track its index; changes to strategy are infrequent.
Moat and Competitive Advantages
Competitive Edge
GOVT's equal-weight strategy across the Treasury yield curve offers a unique approach compared to market-cap weighted ETFs. This provides exposure across the entire Treasury maturity spectrum. It helps investors to diversify and capture different segments of the Treasury market without being dominated by longer-dated securities. This equal weighting strategy may be advantageous for investors seeking a more balanced exposure to the U.S. Treasury market.
Risk Analysis
Volatility
GOVT's volatility is generally moderate, reflecting the stability of U.S. Treasury securities.
Market Risk
Specific risks include interest rate risk (inverse relationship between bond prices and interest rates), inflation risk, and potential changes in government policy.
Investor Profile
Ideal Investor Profile
The ideal investor profile is a risk-averse investor seeking stable income and diversification through U.S. Treasury securities.
Market Risk
GOVT is suitable for long-term investors, particularly those seeking a safe haven asset or a hedge against equity market volatility.
Summary
The Invesco Equal Weight 0-30 Years Treasury ETF (GOVT) provides exposure to the U.S. Treasury market through an equal-weight strategy across various maturities. This approach differentiates it from market-cap weighted competitors, offering diversification benefits. Its performance is influenced by interest rate movements and economic conditions. GOVT is suitable for risk-averse investors seeking stable income and a hedge against market volatility. Overall, GOVT presents a unique approach to US Treasury exposure.
Similar Companies
IEF
iShares 7-10 Year Treasury Bond ETF
IEF
iShares 7-10 Year Treasury Bond ETF
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
SHY
iShares 1-3 Year Treasury Bond ETF
SHY
iShares 1-3 Year Treasury Bond ETF
SPTL
SPDR Barclays Long Term Treasury
SPTL
SPDR Barclays Long Term Treasury
VGIT
Vanguard Intermediate-Term Treasury Index Fund ETF Shares
VGIT
Vanguard Intermediate-Term Treasury Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- Morningstar
- Bloomberg
- YCharts
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investment decisions should be based on individual circumstances and a thorough understanding of the risks involved.
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 Invesco Equal Weight 0-30 Years Treasury ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its total assets in the components of the index. The index provider compiles, maintains and calculates the underlying index, which is designed to track the performance of up to 30 U.S. Treasury Notes or Bonds representing the annual February maturity ladder across the yield curve.
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