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Upturn AI SWOT - About
Global X Short-Term Treasury Ladder ETF (SLDR)
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Upturn Advisory Summary
03/04/2025: SLDR (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 1.34% | Avg. Invested days 64 | 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 03/04/2025 |
Key Highlights
Volume (30-day avg) 1136 | Beta - | 52 Weeks Range 49.22 - 50.26 | Updated Date 03/27/2025 |
52 Weeks Range 49.22 - 50.26 | Updated Date 03/27/2025 |
Upturn AI SWOT
Global X Short-Term Treasury Ladder ETF
ETF Overview
Overview
The Global X Short-Term Treasury Ladder ETF (CLIP) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Solactive Short-Term US Treasury Bond Ladder Index. It invests in a portfolio of short-term U.S. Treasury bonds, creating a 'laddered' maturity structure.
Reputation and Reliability
Global X is a well-known ETF provider with a focus on thematic and innovative investment strategies.
Management Expertise
Global X has a dedicated team managing fixed income ETFs with experience in constructing and managing bond portfolios.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Solactive Short-Term US Treasury Bond Ladder Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Solactive Short-Term US Treasury Bond Ladder Index.
Composition The ETF holds U.S. Treasury bonds with maturities laddered across a short-term maturity range.
Market Position
Market Share: CLIP holds a portion of the short-term treasury ETF market.
Total Net Assets (AUM): 1703180971
Competitors
Key Competitors
- iShares 1-3 Year Treasury Bond ETF (SHY)
- Vanguard Short-Term Treasury ETF (VGSH)
- SPDR Portfolio Short Term Treasury ETF (SPTS)
Competitive Landscape
The short-term Treasury ETF market is dominated by large, established players like iShares and Vanguard. CLIP differentiates itself through its laddered maturity structure, potentially offering a more consistent yield profile. However, CLIP's AUM is significantly smaller, indicating lower trading volume compared to its competitors.
Financial Performance
Historical Performance: Historical performance data is available from the issuer's website and financial data providers.
Benchmark Comparison: The ETF's performance should be compared to the Solactive Short-Term US Treasury Bond Ladder Index to evaluate tracking efficiency.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The average trading volume for CLIP is moderate, providing adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for CLIP is generally tight, reflecting the underlying liquidity of U.S. Treasury bonds.
Market Dynamics
Market Environment Factors
Interest rate movements, economic growth, and inflation expectations significantly impact the performance of CLIP.
Growth Trajectory
CLIP's growth is tied to investor demand for short-term treasury exposure and its ability to attract assets from competitors.
Moat and Competitive Advantages
Competitive Edge
CLIP's laddered maturity structure provides a differentiated approach to short-term Treasury investing, potentially offering more stable income and mitigating reinvestment risk. This laddered approach can be particularly attractive to investors seeking predictable cash flows. However, the fund's relatively smaller AUM compared to competitors presents a challenge in terms of liquidity and trading costs. The expense ratio is comparable to competitors, so its success hinges on its unique investment strategy and marketing efforts.
Risk Analysis
Volatility
CLIP exhibits low volatility due to its exposure to U.S. Treasury bonds.
Market Risk
The primary market risk is interest rate risk; rising interest rates can negatively impact the ETF's value.
Investor Profile
Ideal Investor Profile
CLIP is suited for investors seeking low-risk, short-term fixed income exposure with a focus on capital preservation and income generation.
Market Risk
CLIP is suitable for long-term investors seeking stability and income, as well as those using it as a component of a diversified portfolio.
Summary
The Global X Short-Term Treasury Ladder ETF (CLIP) offers a laddered approach to investing in short-term U.S. Treasury bonds, aiming to provide stable income and mitigate reinvestment risk. It's a low-volatility investment suitable for risk-averse investors seeking short-term fixed income exposure. While its AUM is smaller compared to market leaders, its unique strategy may appeal to certain investors. The primary risk is interest rate risk, and its performance is closely tied to economic conditions and interest rate movements.
Similar Companies
- SHY
- VGSH
- SPTS
- BIL
- GBIL
Sources and Disclaimers
Data Sources:
- Global X ETFs Website
- Solactive Index Website
- Financial Data Providers (e.g., Bloomberg, Morningstar)
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly and 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 Global X Short-Term Treasury Ladder ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its total assets, plus borrowings for investment purposes (if any), in the securities of the index. The index is designed to measure the performance of a strategy commonly referred to as bond "laddering" as applied to public obligations of the U.S. Treasury that have maturities between 1 and 3 years as of the last business day of February of each year.
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