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Upturn AI SWOT - About
Schwab 1-5 Year Corporate Bond ETF (SCHJ)
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Upturn Advisory Summary
03/27/2025: SCHJ (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
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 11.31% | Avg. Invested days 62 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 98346 | Beta 0.47 | 52 Weeks Range 22.63 - 24.64 | Updated Date 03/28/2025 |
52 Weeks Range 22.63 - 24.64 | Updated Date 03/28/2025 |
Upturn AI SWOT
Schwab 1-5 Year Corporate Bond ETF
ETF Overview
Overview
The Schwab 1-5 Year Corporate Bond ETF (SPSB) seeks to track the total return of the Bloomberg US 1-5 Year Corporate Bond Index, reflecting the performance of U.S. dollar-denominated investment-grade corporate bonds with maturities between 1 and 5 years.
Reputation and Reliability
Schwab is a well-established and reputable financial services firm with a strong track record in managing investment products.
Management Expertise
Schwab Asset Management has significant experience and expertise in managing fixed-income ETFs and other investment vehicles.
Investment Objective
Goal
To track the total return of the Bloomberg US 1-5 Year Corporate Bond Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the performance of the Bloomberg US 1-5 Year Corporate Bond Index.
Composition The ETF holds a diversified portfolio of U.S. dollar-denominated investment-grade corporate bonds with maturities between 1 and 5 years.
Market Position
Market Share: SPSB holds a significant market share within the short-term corporate bond ETF category.
Total Net Assets (AUM): 11810000000
Competitors
Key Competitors
- iShares 1-5 Year Investment Grade Corporate Bond ETF (IGIB)
- Vanguard Short-Term Corporate Bond ETF (VCSH)
- SPDR Portfolio Short Term Corporate Bond ETF (SPSH)
Competitive Landscape
The short-term corporate bond ETF market is competitive, with several large players. SPSB competes primarily on cost, often having a lower expense ratio than its competitors. This may give SPSB an advantage for cost-conscious investors, but larger competitors like IGIB offer more liquidity.
Financial Performance
Historical Performance: The ETF's historical performance closely tracks the Bloomberg US 1-5 Year Corporate Bond Index. Data is unavailable without specific API access to financial databases.
Benchmark Comparison: The ETF's performance is designed to closely mirror the performance of the Bloomberg US 1-5 Year Corporate Bond Index.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
The ETF exhibits good liquidity, typically having a substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's liquidity and ease of trading.
Market Dynamics
Market Environment Factors
Economic conditions, interest rate movements, and credit spreads significantly influence the performance of SPSB.
Growth Trajectory
Growth is steady, influenced by investor demand for short-term fixed-income exposure; no changes to strategy or holdings have been reported.
Moat and Competitive Advantages
Competitive Edge
SPSB's competitive edge lies in its low expense ratio, offered by a reputable provider. This makes it attractive to cost-conscious investors seeking exposure to short-term corporate bonds. While it does not have a unique investment strategy, its low cost and reliable tracking make it a strong contender. Its focus on investment-grade bonds provides a layer of safety compared to higher-yield options.
Risk Analysis
Volatility
Volatility is relatively low compared to equity ETFs, reflecting the stability of investment-grade corporate bonds.
Market Risk
The primary risks include interest rate risk (rising rates can decrease bond values) and credit risk (the risk that issuers may default on their debt obligations).
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse, seeking stable returns, and looking for short-term fixed-income exposure. This may include retirees, conservative investors, and those looking for a fixed-income component to diversify their portfolio.
Market Risk
SPSB is suitable for long-term investors seeking income and capital preservation, as well as for passive index followers.
Summary
Schwab 1-5 Year Corporate Bond ETF (SPSB) offers a low-cost and efficient way to gain exposure to the short-term investment-grade corporate bond market. Its performance closely tracks its benchmark index, providing predictable returns. It's most suitable for risk-averse investors seeking income and capital preservation. Although its market share is smaller than some key competitors, its low expense ratio makes it attractive to cost-conscious investors. SPSB is a sound choice for a stable fixed-income component within a diversified portfolio.
Similar Companies
- IGIB
- VCSH
- SPSH
- LQD
- USIG
Sources and Disclaimers
Data Sources:
- Schwab Asset Management
- Bloomberg
- iShares
- Vanguard
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Market conditions and other factors may impact the performance of the ETF.
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 Schwab 1-5 Year Corporate Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
To pursue its goal, the fund generally invests in securities that are included in the index. The index measures the performance of U.S. investment grade, taxable corporate bonds with maturities greater than or equal to one year and less than five years that have $300 million or more of outstanding face value. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets in securities included in the index.
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