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Upturn AI SWOT - About
Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares (VTIP)
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Upturn Advisory Summary
04/01/2025: VTIP (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 3.36% | Avg. Invested days 67 | 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) 1703807 | Beta 0.3 | 52 Weeks Range 46.38 - 49.88 | Updated Date 04/2/2025 |
52 Weeks Range 46.38 - 49.88 | Updated Date 04/2/2025 |
Upturn AI SWOT
Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares (VTIP) seeks to track the performance of the Bloomberg Barclays U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Year Index. It provides exposure to short-term U.S. Treasury inflation-protected securities. The fund invests in a diversified portfolio of TIPS with maturities of less than five years, offering inflation protection and capital preservation.
Reputation and Reliability
Vanguard is a well-respected and reliable issuer known for low-cost, passively managed investment products.
Management Expertise
Vanguard has extensive experience managing fixed income funds and indexing strategies.
Investment Objective
Goal
To track the performance of the Bloomberg Barclays U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Year Index.
Investment Approach and Strategy
Strategy: Tracks a specific index (Bloomberg Barclays U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Year Index).
Composition Primarily holds U.S. Treasury Inflation-Protected Securities (TIPS) with maturities of less than five years.
Market Position
Market Share: VTIP holds a significant market share within the short-term TIPS ETF segment.
Total Net Assets (AUM): 14890000000
Competitors
Key Competitors
- iShares 0-5 Year TIPS Bond ETF (STIP)
- Schwab Short-Term Inflation-Protected Securities ETF (VTIP)
Competitive Landscape
The short-term TIPS ETF market is concentrated among a few major players, primarily Vanguard and iShares. VTIP's advantage lies in Vanguard's low-cost structure and strong brand recognition. A disadvantage of VTIP is that it is very similar to STIP, giving investors comparable options.
Financial Performance
Historical Performance: Historical performance depends on interest rate changes and inflation expectations, generally tracking the index closely. This is passive management.
Benchmark Comparison: The ETF's performance closely mirrors the performance of the Bloomberg Barclays U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Year Index.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
VTIP exhibits high liquidity with a substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators, inflation rates, and monetary policy decisions affect VTIP's performance.
Growth Trajectory
Growth is driven by investor demand for inflation protection and diversification within fixed-income portfolios.
Moat and Competitive Advantages
Competitive Edge
VTIP benefits from Vanguard's reputation for low-cost investing and efficient index tracking. This low-cost structure makes it attractive for long-term investors seeking inflation protection. Its focus on short-term TIPS also reduces interest rate risk compared to longer-term TIPS funds. VTIP's high liquidity further enhances its appeal.
Risk Analysis
Volatility
VTIP generally exhibits low volatility due to its focus on short-term U.S. Treasury securities.
Market Risk
The primary market risk is related to changes in interest rates and inflation expectations, though its short-term nature mitigates some interest rate risk.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking inflation protection and capital preservation within a fixed-income portfolio, particularly those concerned about rising inflation. VTIP may be a good fit for retirees.
Market Risk
VTIP is suitable for long-term investors and passive index followers seeking inflation protection and diversification within a fixed-income allocation.
Summary
VTIP provides low-cost exposure to short-term U.S. Treasury Inflation-Protected Securities, offering inflation protection and capital preservation. It tracks the Bloomberg Barclays U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Year Index, making it an efficient choice for investors seeking passive exposure. With low volatility and high liquidity, VTIP is suitable for long-term investors and those seeking diversification. Vanguard's strong reputation and low expense ratio further enhance its appeal and performance.
Similar Companies
- STIP
- SCHP
- IPE
Sources and Disclaimers
Data Sources:
- Vanguard's website
- Bloomberg
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor.
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 Inflation-Protected Securities Index Fund ETF Shares
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is a market-capitalization-weighted index that includes all inflation-protected public obligations issued by the U.S. Treasury with remaining maturities of less than 5 years.
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