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Upturn AI SWOT - About
Schwab U.S. TIPS ETF (SCHP)
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Upturn Advisory Summary
04/01/2025: SCHP (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
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 -4.76% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 3071606 | Beta 0.81 | 52 Weeks Range 24.81 - 26.91 | Updated Date 04/2/2025 |
52 Weeks Range 24.81 - 26.91 | Updated Date 04/2/2025 |
Upturn AI SWOT
Schwab U.S. TIPS ETF
ETF Overview
Overview
Schwab U.S. TIPS ETF (SCHP) seeks to track the total return of the Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) Index. It provides exposure to U.S. Treasury Inflation-Protected Securities, offering inflation protection to investors. The ETF focuses solely on U.S. TIPS and aims to mirror the index's composition and weighting.
Reputation and Reliability
Schwab is a well-established and reputable financial services company with a long track record of managing investment products.
Management Expertise
Schwab has a team of experienced portfolio managers and analysts dedicated to fixed income investments, ensuring efficient ETF management.
Investment Objective
Goal
The ETF's primary investment goal is to track the performance of the Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) Index before fees and expenses.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the composition and weighting of the underlying index.
Composition The ETF holds a portfolio of U.S. Treasury Inflation-Protected Securities (TIPS) with varying maturities.
Market Position
Market Share: SCHP has a substantial market share within the TIPS ETF category.
Total Net Assets (AUM): 14440000000
Competitors
Key Competitors
- iShares TIPS Bond ETF (TIP)
- Vanguard TIPS ETF (VIPS)
- SPDR Portfolio TIPS ETF (SPIP)
Competitive Landscape
The TIPS ETF market is dominated by a few large players. SCHP's competitive advantage lies in its low expense ratio, making it attractive to cost-conscious investors. However, TIP has a larger AUM and greater liquidity. VIPS provides similar exposure with a slightly higher expense ratio. SPIP offers another low-cost option but with a smaller AUM.
Financial Performance
Historical Performance: Historical performance data not available in this structured format.
Benchmark Comparison: Performance tracks closely to the Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) Index.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
SCHP exhibits high liquidity, with a substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread for SCHP is generally tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators such as inflation rates, interest rate policies, and government debt levels significantly impact SCHP's performance.
Growth Trajectory
Growth is tied to investor demand for inflation-protected assets and changes to index inclusion criteria.
Moat and Competitive Advantages
Competitive Edge
SCHP's primary competitive advantage is its extremely low expense ratio, making it a cost-effective option for investors seeking TIPS exposure. The backing of Charles Schwab also adds credibility and stability. It offers investors a simple and efficient way to hedge against inflation. These characteristics make it an appealing choice for long-term investors looking for inflation protection.
Risk Analysis
Volatility
TIPS ETFs generally exhibit lower volatility compared to equity ETFs, but are still sensitive to interest rate changes.
Market Risk
SCHP is exposed to interest rate risk, inflation risk, and credit risk (though minimal due to U.S. government backing).
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking inflation protection and diversification within their fixed-income portfolio.
Market Risk
SCHP is best suited for long-term investors and passive index followers seeking to preserve capital and hedge against inflation.
Summary
Schwab U.S. TIPS ETF (SCHP) offers investors a cost-effective way to gain exposure to U.S. Treasury Inflation-Protected Securities. Its low expense ratio and passive management style make it an attractive option for long-term investors seeking inflation protection. While sensitive to interest rate changes, its U.S. government backing provides a degree of safety. SCHP's performance closely tracks its benchmark index, making it a reliable choice for passive investing.
Similar Companies
SPIP
SPDR Portfolio TIPS
SPIP
SPDR Portfolio TIPS
TIP
iShares TIPS Bond ETF
TIP
iShares TIPS Bond ETF
VIPS
Vipshop Holdings Limited
VIPS
Vipshop Holdings Limited
Sources and Disclaimers
Data Sources:
- Schwab Asset Management Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a financial professional.
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 U.S. TIPS ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 90% of its net assets in securities included in the index. The index includes all publicly-issued U.S. Treasury Inflation-Protected Securities (TIPS) that have at least one year remaining to maturity, are rated investment grade and have $500 million or more of outstanding face value. The TIPS in the index must be denominated in U.S. dollars and must be fixed-rate and non-convertible.
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