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Upturn AI SWOT - About
SPDR SSGA My2027 Corporate Bond ETF (MYCG)
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Upturn Advisory Summary
04/01/2025: MYCG (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
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 1.3% | Avg. Invested days 80 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 5102 | Beta - | 52 Weeks Range 24.36 - 24.95 | Updated Date 04/1/2025 |
52 Weeks Range 24.36 - 24.95 | Updated Date 04/1/2025 |
Upturn AI SWOT
SPDR SSGA My2027 Corporate Bond ETF
ETF Overview
Overview
The SPDR SSGA My2027 Corporate Bond ETF (SPYB) seeks to provide investment results that correspond generally to the price and yield performance of the Bloomberg US Corporate Bond 2027 Index. It primarily invests in U.S. dollar-denominated, investment-grade corporate bonds with a final maturity date in 2027.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable asset manager with a long history of providing ETF products.
Management Expertise
SSGA has significant experience in managing fixed-income portfolios and ETFs, demonstrating strong management expertise.
Investment Objective
Goal
Seeks to provide investment results that correspond generally to the price and yield performance of the Bloomberg US Corporate Bond 2027 Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the Bloomberg US Corporate Bond 2027 Index.
Composition The ETF holds U.S. dollar-denominated, investment-grade corporate bonds with a final maturity date in 2027.
Market Position
Market Share: Data on SPYB's precise market share is not readily available, but it operates within the target maturity corporate bond ETF space.
Total Net Assets (AUM): 142400000
Competitors
Key Competitors
- Invesco BulletShares 2027 Corporate Bond ETF (BSCR)
- iShares iBonds Dec 2027 Term Corporate ETF (IBDQ)
Competitive Landscape
The competitive landscape involves several target maturity corporate bond ETFs. SPYB offers exposure to a portfolio of corporate bonds maturing in 2027, while its competitors offer similar strategies. Advantages may include lower expense ratios, while disadvantages could involve slightly different index tracking or bond selection methodologies.
Financial Performance
Historical Performance: Historical performance data is available from the fund's inception. Consult fund websites for accurate data over different time periods.
Benchmark Comparison: The ETF's performance should be compared to the Bloomberg US Corporate Bond 2027 Index to assess tracking accuracy.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
Average trading volume can fluctuate, but generally offers sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically narrow, minimizing trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate changes, credit spreads, and corporate bond issuance affect SPYB.
Growth Trajectory
The growth trajectory depends on investor demand for target maturity corporate bond ETFs and the overall performance of the corporate bond market. Adjustments to holdings will occur as bonds mature or are called.
Moat and Competitive Advantages
Competitive Edge
SPYB benefits from SSGA's strong reputation and established ETF platform. Its straightforward approach to target maturity corporate bond investing is appealing. The low expense ratio is another advantage. However, the main differentiator from competitors involves brand recognition, or the composition of the underlying index as each ETF has different selection criteria.
Risk Analysis
Volatility
SPYB's volatility is influenced by interest rate sensitivity and credit risk within the corporate bond market.
Market Risk
Market risk stems from changes in interest rates, credit spreads, and economic conditions, which can impact bond prices.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking fixed income exposure with a specific maturity date in mind, such as those planning for a liability or goal in 2027.
Market Risk
SPYB is suitable for long-term investors who want to align their bond portfolio with a target maturity date.
Summary
SPDR SSGA My2027 Corporate Bond ETF (SPYB) provides targeted exposure to investment-grade corporate bonds maturing in 2027. Its goal is to mirror the Bloomberg US Corporate Bond 2027 Index and is managed by SSGA. The ETF offers a simple strategy for fixed-income investors who are planning for a specific future date. Due to its target maturity date the ETF is best for long-term investors.
Similar Companies
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
Sources and Disclaimers
Data Sources:
- SSGA
- Bloomberg
- ETF.com
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market data is subject to change.
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 SSGA My2027 Corporate Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the advisor invests at least 80% of the fund"s net assets (plus borrowings for investment purposes) in corporate bonds. The fund primarily invests in corporate bonds maturing in the year 2027, which may include bonds with embedded issuer call options falling within that year. The fund is non-diversified.
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