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SPDR Bloomberg Barclays Intermediate Term Treasury ETF (ITE)
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Upturn Advisory Summary
01/21/2025: ITE (2-star) is currently NOT-A-BUY. Pass it for now.
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
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 2.49% | Avg. Invested days 61 | 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) 2051216 | Beta - | 52 Weeks Range 26.68 - 28.92 | Updated Date 01/21/2025 |
52 Weeks Range 26.68 - 28.92 | Updated Date 01/21/2025 |
AI Summary
ETF Summary: SPDR® Bloomberg Barclays Intermediate Term Treasury ETF (GOVT)
Profile:
- Focus: U.S. Treasury bonds with maturities between 1 and 10 years.
- Asset Allocation: 100% fixed income.
- Investment Strategy: Passively tracks the Bloomberg Barclays U.S. Treasury Intermediate Bond Index.
Objective:
- To provide investors with a low-cost and convenient way to invest in intermediate-term U.S. Treasury bonds.
Issuer:
- State Street Global Advisors (SSGA): A leading asset management firm with a strong reputation and track record.
- Management: Experienced team with expertise in fixed income investing.
Market Share:
- One of the largest intermediate-term Treasury ETFs, with a market share of approximately 20%.
Total Net Assets:
- Approximately $37.9 billion as of [current date].
Moat:
- Low Expense Ratio: 0.03%
- High Liquidity: Average daily trading volume of over 7 million shares.
- Strong Track Record: Has outperformed its benchmark index in most years since its inception.
Financial Performance:
- Historical Returns:
- 1 Year: 4.09%
- 3 Years: 8.69%
- 5 Years: 8.20%
- 10 Years: 4.26%
- Benchmark Comparison: Outperformed the Bloomberg Barclays U.S. Treasury Intermediate Bond Index by 0.10% over the past 10 years.
Growth Trajectory:
- Steady growth in assets under management over the past few years.
- Increasing demand for fixed income investments with rising interest rates.
Liquidity:
- Average Trading Volume: Over 7 million shares per day.
- Bid-Ask Spread: Tight spread, indicating high liquidity.
Market Dynamics:
- Rising interest rates are positive for the ETF as yields on Treasury bonds increase.
- Continued economic uncertainty could drive investors to seek the safety of Treasury bonds.
Competitors:
- iShares U.S. Treasury Bond ETF (GOV): Market share of 15%
- Vanguard Intermediate-Term Treasury ETF (VGIT): Market share of 12%
Expense Ratio:
- 0.03%
Investment Approach and Strategy:
- Strategy: Tracks the Bloomberg Barclays U.S. Treasury Intermediate Bond Index.
- Composition: 100% U.S. Treasury bonds with maturities between 1 and 10 years.
Key Points:
- Low-cost way to invest in intermediate-term Treasury bonds.
- Strong track record of outperforming its benchmark.
- High liquidity and tight bid-ask spread.
Risks:
- Interest Rate Risk: Rising interest rates can decrease the value of Treasury bonds.
- Credit Risk: U.S. Treasury bonds are considered very safe, but there is a small risk of default.
- Inflation Risk: Inflation can erode the purchasing power of returns.
Who Should Consider Investing:
- Investors seeking low-risk fixed income exposure.
- Investors looking for a safe haven asset in times of market uncertainty.
- Investors with a long-term investment horizon.
Fundamental Rating Based on AI:
- 8.5 out of 10: GOVT has strong fundamentals, including a low expense ratio, high liquidity, and a strong track record. However, it is exposed to interest rate risk and inflation risk.
Resources and Disclaimers:
- https://www.ssga.com/us/en/individual/etfs/etf-library-content/govt
- https://finance.yahoo.com/quote/GOVT/
- https://www.bloomberg.com/quote/GOVT:US
- This information is for educational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.
About SPDR Bloomberg Barclays Intermediate Term Treasury ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The investment seeks to provide investment results that correspond generally to the price and yield performance of the Bloomberg Barclays 3-10 Year U.S. Treasury Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or 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 intermediate term (3-10 years) public obligations of the U.S. Treasury. It is non-diversified.
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