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Upturn AI SWOT - About
SPDR Barclays Intermediate Term Corporate Bond (SPIB)
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Upturn Advisory Summary
04/01/2025: SPIB (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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 6.78% | Avg. Invested days 50 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 7485186 | Beta 0.77 | 52 Weeks Range 30.58 - 33.22 | Updated Date 04/1/2025 |
52 Weeks Range 30.58 - 33.22 | Updated Date 04/1/2025 |
Upturn AI SWOT
SPDR Barclays Intermediate Term Corporate Bond
ETF Overview
Overview
The SPDR Barclays Intermediate Term Corporate Bond ETF (ITR) seeks to provide investment results that correspond generally to the price and yield performance of the Bloomberg Barclays U.S. Intermediate Corporate Bond Index. It invests in U.S. dollar-denominated investment-grade fixed-rate corporate bonds and has an intermediate maturity focus.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable asset manager with a long track record in the ETF market.
Management Expertise
SSGA has extensive experience in managing fixed-income ETFs, leveraging a dedicated team of portfolio managers and analysts.
Investment Objective
Goal
To track the investment results of the Bloomberg Barclays U.S. Intermediate Corporate Bond Index.
Investment Approach and Strategy
Strategy: Tracks a specific index (Bloomberg Barclays U.S. Intermediate Corporate Bond Index).
Composition Primarily invests in U.S. dollar-denominated, investment-grade, fixed-rate corporate bonds with maturities between 1 and 10 years.
Market Position
Market Share: ITR holds a significant market share within the intermediate-term corporate bond ETF category.
Total Net Assets (AUM): 471683230
Competitors
Key Competitors
- VCIT
- IGIB
- SCHI
Competitive Landscape
The intermediate-term corporate bond ETF market is competitive, with several large players. ITR's advantage lies in its established track record and brand recognition from SSGA. A disadvantage could be slightly higher expense ratio or subtle tracking differences compared to its peers.
Financial Performance
Historical Performance: Historical performance data not available directly in this JSON, consult financial data providers.
Benchmark Comparison: Performance typically closely tracks the Bloomberg Barclays U.S. Intermediate Corporate Bond Index.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
ITR generally exhibits good liquidity with a healthy average trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting good liquidity.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and overall economic conditions significantly affect ITR's performance.
Growth Trajectory
ITR's growth is linked to the demand for intermediate-term corporate bond exposure, influenced by investor sentiment and macroeconomic factors. Changes to strategy and holdings are infrequent and driven by index methodology.
Moat and Competitive Advantages
Competitive Edge
ITR's competitive advantage stems from its established brand (SPDR), the backing of SSGA, and its generally low expense ratio for this type of ETF. It provides diversified exposure to investment-grade corporate bonds, appealing to investors seeking stable income. Its intermediate-term maturity helps balance yield and interest rate sensitivity. The ETF's adherence to a well-known benchmark also contributes to its appeal.
Risk Analysis
Volatility
Volatility is moderate, influenced by interest rate sensitivity and credit spreads of the underlying bonds.
Market Risk
The primary risks are interest rate risk (rising rates can decrease bond values) and credit risk (risk of default by bond issuers).
Investor Profile
Ideal Investor Profile
Ideal for investors seeking stable income and moderate capital appreciation through exposure to investment-grade corporate bonds.
Market Risk
Suitable for long-term investors and passive index followers seeking diversified exposure to the intermediate-term corporate bond market.
Summary
ITR offers diversified exposure to intermediate-term investment-grade corporate bonds. Its performance is closely tied to the Bloomberg Barclays U.S. Intermediate Corporate Bond Index, making it a relatively low-cost option. The fund's risk is moderate and primarily tied to interest rate movements and credit spreads. It suits investors seeking stable income within a diversified portfolio.
Similar Companies
IEF
iShares 7-10 Year Treasury Bond ETF
IEF
iShares 7-10 Year Treasury Bond ETF
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
SCHI
Schwab 5-10 Year Corporate Bond ETF
SCHI
Schwab 5-10 Year Corporate Bond ETF
VCIT
Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares
VCIT
Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- State Street Global Advisors website
- Bloomberg
- 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 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 SPDR Barclays Intermediate Term Corporate Bond
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests substantially all, but at least 80%, of its total assets in the securities comprising the index and in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to measure the performance of U.S. corporate bonds that have a maturity of greater than or equal to 1 year and less than 10 years.
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