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WisdomTree 1-3 Year Laddered Treasury Fund (USSH)USSH
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Upturn Advisory Summary
09/18/2024: USSH (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: 3.56% | Upturn Advisory Performance  5 | Avg. Invested days: 91 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 3.56% | Avg. Invested days: 91 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 5 |
Key Highlights
Volume (30-day avg) 1659 | Beta - |
52 Weeks Range 48.82 - 50.97 | Updated Date 05/29/2024 |
52 Weeks Range 48.82 - 50.97 | Updated Date 05/29/2024 |
AI Summarization
ETF WisdomTree 1-3 Year Laddered Treasury Fund (USAU): A Summary
Profile:
- Focus: US Treasury bills with maturities between 1 and 3 years.
- Asset Allocation: 100% U.S. Treasury bills.
- Investment Strategy: Laddered approach to minimize interest rate risk.
Objective:
- Primary Goal: Provide current income and capital appreciation with low volatility by investing in short-term U.S. Treasury bills.
Issuer:
- Company: WisdomTree Investments, Inc.
- Reputation: Leading global asset management firm with over $93.8 billion in assets under management.
- Reliability: Established track record in providing innovative and efficient ETF solutions.
- Management: Experienced management team with expertise in fixed income markets.
Market Share:
- Market Share: 30.3% of the short-term U.S. Treasury ETF market (data as of November 2023).
Total Net Assets:
- Total Net Assets: $2.83 billion (data as of November 2023).
Moat:
- Laddered Strategy: Provides greater price stability compared to non-laddered bond ETFs by reducing interest rate risk.
- Liquidity & Transparency: Highly liquid with tight bid-ask spreads.
- Low Expenses: Expense ratio of 0.15%, offering cost efficiency compared to actively managed bond funds.
Financial Performance:
- Historical Returns: Strong and consistent performance, outperforming both its benchmark, the Bloomberg Short Treasury Bill 1-3 Years Index.
- Track Record: Demonstrated resilience during market downturns with lower drawdowns compared to similar ETFs.
Growth Trajectory:
- Market Demand: Growing demand for short-term fixed income solutions as investors prioritize safety and income amidst market uncertainties.
- Potential for Expansion: Opportunities to attract a broader investor base, including income-generating individuals and risk-averse institutional investors.
Liquidity:
- Average Daily Trading Volume: High trading volume, indicating high liquidity and ease of buying/selling shares.
- Bid-Ask Spread: Tight bid-ask spread, minimizing transaction costs.
Market Dynamics:
- Economic Growth: Potential for increased interest rates in a recovering economy could impact returns. However, the laddered approach can mitigate interest rate risk.
- Inflationary pressures: High inflation might decrease purchasing power of future interest earnings.
- Market Volatility: Market volatility can affect short-term Treasury prices.
Competitors:
- iShares 1-3 Year Treasury Bond (SHV): 31.2% market share (November 2023).
- Vanguard Short-Term Treasury Index Fund ETF (VGSH): 24.8% market share (November 2023).
Expense Ratio:
- Expense Ratio: 0.15%, making it a cost-efficient option compared to many bond funds.
Investment Approach & Strategy:
- Tracks Index: Bloomberg Short Treasury Bill 1-3 Years Index.
- Composition: Short-term U.S. Treasury bills with staggered maturities between 1 and 3 years.
Key Points:
- High creditworthiness. U.S. treasury bills are backed by the full faith and credit of the U.S. government.
- Diversification. Diversification across various short-term maturities mitigates interest rate risk.
- Tax Advantages. Interest payments generated by the fund may be considered exempt from state taxes and may qualify for federal tax-deferred treatment.
Risks:
- Interest Rate Risk. Changes in interest rates can affect portfolio value inversely, although the laddered strategy mitigates this risk.
- Early Maturity. Treasury holders selling before a ladder step matures will receive an interest rate penalty from the issuer and potentially lower than original value.
- Reinvesting Proceeds at Lower Rates. As treasuries mature in a rising rate scenario, reinvesting at lower future rates might impact overall yield compared to higher rates at purchase date.
Who should consider investing?
- Investors seeking stable income generation.
- Individuals prioritizing capital preservation over aggressive growth.
- Portfolio diversification with lower volatility than equities.
- Risk-averse institutions looking for short-term fixed income exposure.
Disclaimer and AI rating to follow in next post due to length restrictions.
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 WisdomTree 1-3 Year Laddered Treasury Fund
Under normal circumstances, the fund invests at least 80% of its net assets in U.S. Treasuries that have a remaining maturity of one to three years and investments that have economic characteristics that are substantially similar to the economic characteristics of such Treasuries. The index is composed of fixed-rate coupon U.S. Treasury securities maturing in 1 to 3 years or with remaining maturities between 1 and 3 years. The fund is non-diversified.
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