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Upturn AI SWOT - About
Vanguard Short-Term Treasury Index Fund ETF Shares (VGSH)
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Upturn Advisory Summary
03/27/2025: VGSH (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 3.46% | Avg. Invested days 60 | 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) 3570489 | Beta 0.25 | 52 Weeks Range 55.20 - 58.55 | Updated Date 04/2/2025 |
52 Weeks Range 55.20 - 58.55 | Updated Date 04/2/2025 |
Upturn AI SWOT
Vanguard Short-Term Treasury Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Short-Term Treasury Index Fund ETF Shares (VGSH) seeks to track the performance of a market-weighted Treasury index with a short-term maturity focus. It primarily invests in U.S. Treasury bonds with maturities between 1 and 3 years, offering low credit risk and income.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer known for its low-cost investment products and investor-focused approach.
Management Expertise
Vanguard has extensive experience and expertise in managing fixed income funds, including Treasury securities.
Investment Objective
Goal
To track the investment results of a market-weighted index of investment-grade fixed-income securities issued by the U.S. Treasury, with maturities between 1 and 3 years.
Investment Approach and Strategy
Strategy: The fund employs a passive management strategy designed to track the Bloomberg Barclays U.S. 1u20133 Year Government Bond Index.
Composition The ETF holds a portfolio of U.S. Treasury bonds with maturities between 1 and 3 years. All holdings are investment grade.
Market Position
Market Share: VGSH holds a significant market share within the short-term Treasury ETF segment.
Total Net Assets (AUM): 11500000000
Competitors
Key Competitors
- iShares 1-3 Year Treasury Bond ETF (SHY)
- SPDR Portfolio Short Term Treasury ETF (SPTS)
- Invesco Treasury Collateral ETF (CLTL)
Competitive Landscape
The short-term Treasury ETF market is dominated by a few large players. VGSH benefits from Vanguard's reputation and low expense ratio, offering a competitive advantage. However, other ETFs may offer slightly different index tracking or liquidity profiles.
Financial Performance
Historical Performance: Historical performance reflects low volatility and modest returns, consistent with short-term Treasury securities.
Benchmark Comparison: The ETF's performance closely tracks its benchmark index, the Bloomberg Barclays U.S. 1u20133 Year Government Bond Index.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
VGSH has high average trading volume, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is typically very tight, reflecting high liquidity and low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, Federal Reserve policy, and interest rate movements significantly impact VGSH's performance.
Growth Trajectory
Growth is generally stable, driven by demand for safe-haven assets and short-term fixed income exposure. No strategic or holdings changes that could significantly impact performance were found.
Moat and Competitive Advantages
Competitive Edge
VGSH's competitive advantage lies in Vanguard's scale, brand recognition, and ultra-low expense ratio. This allows it to offer a cost-effective way to access short-term Treasury bonds. The fund also benefits from strong liquidity and tight tracking of its benchmark index. Investors seeking safety and liquidity often choose VGSH due to its reliability and low cost.
Risk Analysis
Volatility
VGSH exhibits very low volatility due to its focus on short-term Treasury securities.
Market Risk
VGSH is primarily exposed to interest rate risk (duration risk). Rising interest rates may lead to a slight decline in its net asset value (NAV).
Investor Profile
Ideal Investor Profile
Ideal investors include those seeking capital preservation, low-risk income, or a short-term parking place for cash.
Market Risk
VGSH is best suited for long-term investors seeking stability, or as part of a diversified portfolio to lower overall risk.
Summary
VGSH offers a cost-effective way to gain exposure to short-term U.S. Treasury bonds. It is characterized by low credit risk, low volatility, and high liquidity. The fund's objective is to track a market-weighted index and has a low expense ratio of 0.04%. VGSH is ideal for investors seeking capital preservation and a hedge against market uncertainty, with interest rate risk as a factor to consider.
Similar Companies
SCHO
Schwab Short-Term U.S. Treasury ETF
SCHO
Schwab Short-Term U.S. Treasury ETF
SHY
iShares 1-3 Year Treasury Bond ETF
SHY
iShares 1-3 Year Treasury Bond ETF
SPTS
SPDR Barclays Short Term Treasury
SPTS
SPDR Barclays Short Term Treasury
TBIL
Rbb Fund Inc - Us Treasury 3 Month Bill ETF
TBIL
Rbb Fund Inc - Us Treasury 3 Month Bill ETF
USFR
WisdomTree Floating Rate Treasury Fund
USFR
WisdomTree Floating Rate Treasury Fund
Sources and Disclaimers
Data Sources:
- Vanguard
- Bloomberg
- iShares
- SPDR
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results.
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 Short-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 US Treasury 1-3 Year Index. This index includes fixed income securities issued by the U.S. Treasury (not including inflation-protected securities, floating rate securities and certain other security types), all with maturities between 1 and 3 years. At least 80% of the fund's assets will be invested in bonds included in the index.
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