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Upturn AI SWOT - About
Vanguard Intermediate-Term Treasury Index Fund ETF Shares (VGIT)
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Upturn Advisory Summary
03/27/2025: VGIT (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 3.47% | Avg. Invested days 57 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 3790313 | Beta 0.8 | 52 Weeks Range 54.94 - 59.49 | Updated Date 04/2/2025 |
52 Weeks Range 54.94 - 59.49 | Updated Date 04/2/2025 |
Upturn AI SWOT
Vanguard Intermediate-Term Treasury Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Intermediate-Term Treasury Index Fund ETF Shares (VGIT) seeks to track the investment results of the Bloomberg U.S. 3-10 Year Government Float Adjusted Index, which measures the performance of intermediate-term public obligations of the U.S. Treasury.
Reputation and Reliability
Vanguard is a well-respected and reliable issuer known for its low-cost investment options and strong track record.
Management Expertise
Vanguard has a highly experienced management team with a long history of managing index funds and ETFs.
Investment Objective
Goal
To track the investment results of the Bloomberg U.S. 3-10 Year Government Float Adjusted Index.
Investment Approach and Strategy
Strategy: VGIT aims to track a specific index of intermediate-term U.S. Treasury bonds.
Composition The ETF holds U.S. Treasury bonds with maturities between 3 and 10 years.
Market Position
Market Share: VGIT holds a significant market share within the intermediate-term treasury ETF category.
Total Net Assets (AUM): 18500000000
Competitors
Key Competitors
- iShares 7-10 Year Treasury Bond ETF (IEF)
- SPDR Portfolio Intermediate Term Treasury ETF (SPTI)
Competitive Landscape
The intermediate-term Treasury ETF market is competitive, with Vanguard, iShares, and State Street being major players. VGIT's low expense ratio and Vanguard's reputation provide a competitive advantage. IEF has a slightly larger AUM but higher expense ratio. SPTI is another low cost option from State Street.
Financial Performance
Historical Performance: VGIT's historical performance closely tracks the Bloomberg U.S. 3-10 Year Government Float Adjusted Index. Performance fluctuates with interest rate changes.
Benchmark Comparison: VGIT's performance closely mirrors its benchmark index, demonstrating effective tracking.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
VGIT exhibits high liquidity with a robust average daily trading volume, facilitating easy buying and selling.
Bid-Ask Spread
The bid-ask spread for VGIT is generally tight, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
VGIT's performance is heavily influenced by interest rate movements, inflation expectations, and monetary policy decisions.
Growth Trajectory
VGIT's growth trajectory is linked to demand for safe-haven assets and interest rate environment, maintaining consistent holdings over time.
Moat and Competitive Advantages
Competitive Edge
VGIT's primary advantage lies in its low expense ratio, a hallmark of Vanguard's investment philosophy. This low cost makes it attractive to investors seeking cost-effective exposure to intermediate-term U.S. Treasury bonds. Additionally, Vanguard's established reputation and large AUM provide stability and investor confidence. The fund's tracking accuracy to the index further enhances its appeal.
Risk Analysis
Volatility
VGIT exhibits moderate volatility, primarily influenced by interest rate sensitivity; rising rates can negatively impact bond prices.
Market Risk
The primary market risk is interest rate risk; rising rates can lead to capital losses for bondholders. Inflation risk also poses a threat, eroding the real value of fixed income payments.
Investor Profile
Ideal Investor Profile
VGIT is suitable for investors seeking a stable income stream, diversification within a fixed income portfolio, and a low-risk exposure to U.S. Treasury bonds.
Market Risk
VGIT is best suited for long-term investors and passive index followers who prioritize capital preservation and moderate income.
Summary
The Vanguard Intermediate-Term Treasury Index Fund ETF Shares (VGIT) offers a cost-effective way to access intermediate-term U.S. Treasury bonds. Its low expense ratio and accurate index tracking make it an appealing option for investors seeking a safe and stable fixed income investment. However, investors should be aware of interest rate risk and inflation risk. VGIT is best suited for long-term investors seeking diversification and income, and Vanguard's reliable and reputable presence bolsters its competitiveness.
Similar Companies
IEF
iShares 7-10 Year Treasury Bond ETF
IEF
iShares 7-10 Year Treasury Bond ETF
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
SPTI
SPDR Portfolio Intermediate Term Treasury
SPTI
SPDR Portfolio Intermediate Term Treasury
UST
ProShares Ultra 7-10 Year Treasury
UST
ProShares Ultra 7-10 Year Treasury
Sources and Disclaimers
Data Sources:
- Vanguard.com
- Morningstar.com
- etf.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. Market data is subject to change.
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 Vanguard Intermediate-Term Treasury Index Fund ETF Shares
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund employs an indexing investment approach designed to track the performance of the Bloomberg U.S. Treasury 3-10 Year Index. This index includes fixed income securities issued by the U.S. Treasury (not including inflation-protected bonds, floating rate securities and certain other security types), with maturities between 3 and 10 years. At least 80% of the fund's assets will be invested in bonds included in the index.
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