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Upturn AI SWOT - About
iShares® 0-3 Month Treasury Bond ETF (SGOV)
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Upturn Advisory Summary
04/01/2025: SGOV (2-star) has a low Upturn Star Rating. Not recommended to BUY.
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
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 13.58% | Avg. Invested days 772 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 11806820 | Beta - | 52 Weeks Range 95.66 - 100.35 | Updated Date 04/2/2025 |
52 Weeks Range 95.66 - 100.35 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares® 0-3 Month Treasury Bond ETF
ETF Overview
Overview
The iShares 0-3 Month Treasury Bond ETF (SGOV) seeks to provide exposure to U.S. Treasury bonds with remaining maturities of less than three months, offering a low-risk, highly liquid investment option focused on capital preservation.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and extensive experience in managing ETFs.
Management Expertise
BlackRock has a large and experienced team of investment professionals managing its ETF offerings.
Investment Objective
Goal
Seeks to provide current income consistent with capital preservation by investing in U.S. Treasury bonds with remaining maturities of less than three months.
Investment Approach and Strategy
Strategy: Tracks an index of U.S. Treasury bonds with remaining maturities of less than three months.
Composition Primarily invests in short-term U.S. Treasury bonds.
Market Position
Market Share: SGOV holds a significant portion of the ultra-short-term Treasury ETF market.
Total Net Assets (AUM): 10480000000
Competitors
Key Competitors
- BIL (SPDR Bloomberg 1-3 Month T-Bill ETF)
- TBIL (Fidelity 0-3 Month Treasury Bill Index ETF)
- USFR (WisdomTree Floating Rate Treasury Fund)
Competitive Landscape
The ultra-short-term Treasury ETF market is competitive, with several ETFs offering similar exposure. SGOV's advantages include BlackRock's strong brand and generally tight bid-ask spreads. Its disadvantages compared to competitors may include slightly higher expense ratios or tracking differences.
Financial Performance
Historical Performance: Historical performance is characterized by low volatility and returns that track short-term Treasury yields. Data unavailable due to external dependencies.
Benchmark Comparison: The ETF's performance closely tracks its benchmark index, indicating effective management. Data unavailable due to external dependencies.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
The ETF has high liquidity with a substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation expectations, and monetary policy decisions significantly impact the ETF's performance.
Growth Trajectory
The ETF's growth is closely tied to investor demand for safe-haven assets and expectations regarding interest rate movements, with holdings dynamically adjusted to maintain the target maturity profile.
Moat and Competitive Advantages
Competitive Edge
SGOV benefits from BlackRock's established brand, large asset base, and efficient trading operations, resulting in tight bid-ask spreads and reliable tracking of the underlying index. Its focus on ultra-short-term Treasuries provides a low-risk, highly liquid alternative to cash. The ETF's large AUM enhances its liquidity and reduces potential tracking errors. SGOV is a popular choice for investors seeking capital preservation and a stable source of income. BlackRock's extensive resources and expertise contribute to the ETF's efficient management.
Risk Analysis
Volatility
The ETF exhibits very low volatility due to its focus on short-term U.S. Treasury bonds.
Market Risk
The primary market risk is interest rate risk, as rising rates can slightly decrease the value of the ETF's holdings, though this effect is minimized by the short maturities.
Investor Profile
Ideal Investor Profile
Ideal for investors seeking a low-risk, liquid investment for cash management, short-term savings, or as a safe-haven asset during periods of market uncertainty.
Market Risk
Suitable for long-term investors, active traders, and passive index followers looking for a low-risk, liquid investment option.
Summary
The iShares 0-3 Month Treasury Bond ETF (SGOV) offers a convenient and liquid way to invest in ultra-short-term U.S. Treasury bonds. It is designed for investors seeking capital preservation and a stable income stream with minimal risk. SGOV's low expense ratio and high liquidity make it an attractive option for cash management and short-term investment needs. However, the potential returns are limited, reflecting the low-yield environment for short-term Treasuries. BlackRock's expertise in ETF management ensures efficient tracking of the underlying index and reliable performance.
Similar Companies
BIL
SPDR® Bloomberg 1-3 Month T-Bill ETF
BIL
SPDR® Bloomberg 1-3 Month T-Bill ETF
ISTB
iShares Core 1-5 Year USD Bond
ISTB
iShares Core 1-5 Year USD Bond
SHV
iShares Short Treasury Bond ETF
SHV
iShares Short Treasury Bond ETF
TBIL
Rbb Fund Inc - Us Treasury 3 Month Bill ETF
TBIL
Rbb Fund Inc - Us Treasury 3 Month Bill ETF
VGSH
Vanguard Short-Term Treasury Index Fund ETF Shares
VGSH
Vanguard Short-Term Treasury Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- iShares.com
- Bloomberg
- Morningstar
Disclaimers:
Data 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 advisor.
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 iShares® 0-3 Month Treasury Bond 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 80% of its assets in the component securities of the underlying index and it will invest at least 90% of its assets in U.S. Treasury securities that BFA believes will help the fund track the underlying index. The index measures the performance of public obligations of the U.S. Treasury that have a remaining maturity of less than or equal to three months.
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