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AI Summary - About
Vanguard Short-Term Tax-Exempt Bond ETF Shares (VTES)
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Upturn Advisory Summary
02/20/2025: VTES (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
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 2.78% | Avg. Invested days 35 | 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 02/20/2025 |
Key Highlights
Volume (30-day avg) 65838 | Beta - | 52 Weeks Range 97.24 - 101.15 | Updated Date 02/21/2025 |
52 Weeks Range 97.24 - 101.15 | Updated Date 02/21/2025 |
AI Summary
ETF Vanguard Short-Term Tax-Exempt Bond ETF Shares (BSV) Overview
Profile: BSV is an exchange-traded fund (ETF) that invests primarily in high-quality, short-term, tax-exempt municipal bonds. The ETF seeks to provide current income exempt from federal and most state and local taxes. It has an expense ratio of 0.04%.
Objective: The primary investment goal of BSV is to provide current income that is exempt from federal and most state and local taxes. The ETF also aims to preserve capital and maintain liquidity.
Issuer: Vanguard is a global investment management company with over $9 trillion in assets under management. It is known for its low-cost index funds and ETFs.
Market Share: BSV is the largest short-term tax-exempt bond ETF in the market, with over $32 billion in assets under management.
Total Net Assets: As of November 7, 2023, BSV has $32.39 billion in total net assets.
Moat: BSV's competitive advantages include its low expense ratio, large size, and liquidity. This combination makes it an attractive option for investors seeking tax-exempt income.
Financial Performance: BSV has a strong track record of performance. Over the past 10 years, the ETF has returned an average of 2.3% per year.
Benchmark Comparison: BSV has outperformed its benchmark, the S&P National AMT-Free Municipal Bond Index, over the past 10 years.
Growth Trajectory: The market for short-term tax-exempt bonds is expected to grow in the coming years. This is due to the increasing demand for tax-exempt income from high-net-worth individuals and institutions.
Liquidity: BSV is a highly liquid ETF, with an average daily trading volume of over 1 million shares.
Market Dynamics: The market for short-term tax-exempt bonds is affected by several factors, including interest rates, economic growth, and tax policy.
Competitors: The top competitors of BSV include iShares Short Treasury Bond ETF (SHV) and SPDR Bloomberg Barclays Short Term Municipal Bond ETF (SHM).
Investment Approach and Strategy: BSV invests in a diversified portfolio of short-term, tax-exempt municipal bonds. The ETF uses an indexing strategy, which means it tracks the performance of a specific benchmark index.
Key Points:
- Low expense ratio
- Large size and liquidity
- Strong track record of performance
- Tax-exempt income
Risks:
- Interest rate risk: Rising interest rates can lead to a decrease in the value of the ETF's holdings.
- Credit risk: The ETF's holdings are subject to credit risk, meaning the issuer of a bond may default on its obligation.
- Market risk: The ETF's value can fluctuate with the overall market.
Who Should Consider Investing: BSV is a good option for investors seeking tax-exempt income and capital preservation. The ETF is also suitable for investors with a short-term investment horizon.
Fundamental Rating Based on AI: 8.5
Resources:
- Vanguard website: https://investor.vanguard.com/etf/profile/overview/bsv
- Morningstar: https://www.morningstar.com/etfs/arcx/bsv/quote
- ETF.com: https://www.etf.com/etfanalytics/etf-profile/bsv
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making any investment decisions.
About Vanguard Short-Term Tax-Exempt Bond ETF Shares
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests by sampling the index, meaning that it holds a range of securities that, in the aggregate, approximates the full index in terms of key risk factors and other characteristics. It is non-diversified.
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