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iShares 0-5 Year TIPS Bond ETF (STIP)STIP
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Upturn Advisory Summary
09/18/2024: STIP (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 0.95% | Upturn Advisory Performance  2 | Avg. Invested days: 61 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 0.95% | Avg. Invested days: 61 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 2 |
Key Highlights
Volume (30-day avg) 360154 | Beta 0.29 |
52 Weeks Range 93.75 - 101.34 | Updated Date 09/19/2024 |
52 Weeks Range 93.75 - 101.34 | Updated Date 09/19/2024 |
AI Summarization
iShares 0-5 Year TIPS Bond ETF (STIP):
Profile:
STIP is an ETF that invests primarily in Treasury Inflation-Protected Securities (TIPS) with maturities ranging from 0 to 5 years. The ETF aims to track the performance of the Bloomberg Barclays 0-5 Year U.S. Treasury Inflation-Protected Securities Index. Its primary focus is to provide investors with income and some inflation protection.
Objective:
The primary objective of STIP is to provide investors with a high level of current income while providing protection against inflation.
Issuer:
BlackRock: BlackRock is the world's largest asset manager with a strong reputation and long track record in the financial industry. The iShares ETF family is one of the biggest in the world, known for its diverse range of products and excellent management.
Market Share & Total Net Assets:
STIP has a market share of roughly 50% in the short-term TIPS ETF category as of November 2023. Its total net assets are approximately USD 14 billion.
Moat:
The unique feature of STIP is its focus on short-term TIPS, offering an alternative to traditional bond ETFs. This niche positioning provides certain advantages:
- Reduced Interest Rate Risk: Short-term maturities are less sensitive to changes in interest rates compared to longer-term bonds.
- Inflation Protection: TIPS adjust principal value based on inflation, potentially mitigating purchasing power erosion.
Financial Performance:
Historically, STIP has delivered relatively steady returns while outperforming its benchmark index in certain periods. Its average annual return since inception has been around 2.5%, with lower volatility compared to longer-term TIPS ETFs.
Growth Trajectory:
The demand for inflation-protected investments is expected to grow with rising inflation concerns.
Liquidity:
STIP exhibits high trading volume, ensuring easy buying and selling without significant price impact. The Bid-Ask spread is also narrow, indicating low transaction costs.
Market Dynamics:
STIP's performance is influenced by factors like inflation expectations, economic growth, and Federal Reserve policies.
Competitors:
- Vanguard Short-Term Treasury Inflation-Protected Securities ETF (VTIP)
- SPDR Bloomberg Barclays 1-3 Year TIPS ETF (SHV)
Expense Ratio:
STIP's expense ratio is 0.15%, relatively low compared to similar TIPS ETFs.
Investment Approach & Strategy:
- Strategy: Track the Bloomberg Barclays 0-5 Year U.S. Treasury Inflation-Protected Securities Index.
- Composition: Holds Treasury Inflation-Protected Securities with maturities between 0 and 5 years.
Key Points:
- High current income.
- Short-term maturities reduce interest rate risk.
- Inflation protection.
- High market share and liquidity.
- Relatively low expense ratio.
Risks:
- Inflation may not always rise as expected, potentially impacting returns.
- Changes in interest rates could affect bond prices.
- Liquidity risk is minimal but not entirely absent.
Who Should Consider Investing:
- Investors seeking short-term, relatively stable income.
- Investors concerned about inflation eroding their purchasing power.
- Investors diversifying their portfolio with exposure to high-quality bonds.
Fundamental Rating Based on AI (1-10):
8.5
STIP exhibits excellent fundamentals based on AI analysis. Reasons supporting this rating include:
- Strong financial performance exceeding benchmark.
- Large market share and healthy asset base.
- Reputable and experienced issuer.
- Attractive risk-reward profile due to inflation protection and short-term maturities.
Resources & Disclaimers:
- iShares 0-5 Year TIPS Bond ETF (STIP): https://www.ishares.com/us/products/etf-product-detail
- Bloomberg (STIP Index and historical data): https://www.bloomberg.com/quote/SHY:US
- BlackRock website: https://www.blackrock.com/us/individual/products/ishares-core
- Disclaimer: This summary is for informational purposes only and should not be considered professional financial advice. It is essential to conduct due diligence and consult with a qualified financial advisor before making any investment decisions.
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 0-5 Year TIPS Bond ETF
The index measures the performance of the inflation-protected public obligations of the U.S. Treasury, commonly known as TIPS, that have a remaining maturity of less than or equal to five years. The fund will invest at least 80% of its assets in the component securities of the underlying index, and the fund will invest at least 90% of its assets in U.S. Treasury securities that BFA believes will help the fund track the underlying index.
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