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Upturn AI SWOT - About
iShares 0-5 Year TIPS Bond ETF (STIP)
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Upturn Advisory Summary
04/01/2025: STIP (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 2.41% | Avg. Invested days 66 | 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) 621107 | Beta 0.3 | 52 Weeks Range 96.40 - 103.61 | Updated Date 04/2/2025 |
52 Weeks Range 96.40 - 103.61 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares 0-5 Year TIPS Bond ETF
ETF Overview
Overview
The iShares 0-5 Year TIPS Bond ETF (STIP) seeks to track the investment results of an index composed of inflation-protected U.S. Treasury bonds with remaining maturities of less than five years. It focuses on providing exposure to short-term Treasury Inflation-Protected Securities (TIPS), offering inflation protection and low duration.
Reputation and Reliability
iShares is a well-established and reputable ETF provider managed by BlackRock, one of the world's largest asset managers.
Management Expertise
BlackRock has extensive experience and expertise in managing fixed-income ETFs, including inflation-protected securities.
Investment Objective
Goal
To track the investment results of an index composed of inflation-protected U.S. Treasury bonds with remaining maturities of less than five years.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the ICE 0-5 Year US TIPS Index.
Composition The ETF holds U.S. Treasury Inflation-Protected Securities (TIPS) with maturities of less than five years.
Market Position
Market Share: STIP has a significant market share within the short-term TIPS ETF segment.
Total Net Assets (AUM): 5760000000
Competitors
Key Competitors
- Schwab Short-Term US TIPS ETF (SCHP)
- PIMCO 1-5 Year US TIPS Index ETF (STPZ)
- Invesco Treasury Collateral ETF (CLTL)
Competitive Landscape
The short-term TIPS ETF market is moderately competitive, with STIP and SCHP leading in AUM and market share. STIP benefits from BlackRock's brand recognition and established track record. Competitors may offer slightly different expense ratios or index tracking methodologies, influencing investor choice.
Financial Performance
Historical Performance: Historical performance varies with inflation expectations and interest rate movements. Returns have been influenced by changes in the yield curve and inflation rates.
Benchmark Comparison: The ETF generally tracks its benchmark index, the ICE 0-5 Year US TIPS Index, closely, with minor deviations due to expenses and transaction costs.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
STIP exhibits high liquidity with a robust average daily trading volume.
Bid-Ask Spread
The bid-ask spread for STIP is generally tight, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Economic indicators such as inflation rates, interest rate policies, and economic growth prospects significantly affect STIP's performance.
Growth Trajectory
Growth trends are closely tied to inflation expectations and the Federal Reserve's monetary policy. Changes in strategy are infrequent, focusing on maintaining index replication.
Moat and Competitive Advantages
Competitive Edge
STIP's competitive edge stems from BlackRock's brand recognition, substantial AUM, and narrow tracking error. Its low expense ratio compared to some competitors provides a cost advantage. The ETF's focus on short-term TIPS allows for lower duration risk compared to broader TIPS ETFs. These features appeal to investors seeking inflation protection with reduced interest rate sensitivity.
Risk Analysis
Volatility
STIP exhibits relatively low volatility due to its focus on short-term U.S. Treasury securities.
Market Risk
The ETF is exposed to interest rate risk, inflation risk, and credit risk (though minimal with U.S. Treasury securities).
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking inflation protection with a low-risk profile and a preference for short-term fixed income.
Market Risk
STIP is best suited for long-term investors seeking to hedge against inflation or as a component of a diversified fixed-income portfolio; it is also suitable for passive index followers.
Summary
The iShares 0-5 Year TIPS Bond ETF (STIP) offers exposure to short-term U.S. Treasury Inflation-Protected Securities (TIPS), providing a hedge against inflation with low duration risk. Managed by BlackRock, the ETF benefits from a strong brand and low expense ratio. Its performance is closely tied to inflation expectations and interest rate policies, making it suitable for risk-averse investors seeking inflation protection. While competition exists, STIP maintains a significant market share due to its liquidity and established reputation.
Similar Companies
SCHP
Schwab U.S. TIPS ETF
SCHP
Schwab U.S. TIPS ETF
STPZ
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
STPZ
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
TIP
iShares TIPS Bond ETF
TIP
iShares TIPS Bond ETF
VTIP
Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares
VTIP
Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- iShares website
- Bloomberg
- Morningstar
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Market conditions can change rapidly, and past performance is not indicative of future results. 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
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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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