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Bondbloxx ETF Trust - BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN)
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Upturn Advisory Summary
04/01/2025: XSVN (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 1.89% | Avg. Invested days 41 | 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 04/01/2025 |
Key Highlights
Volume (30-day avg) 25396 | Beta - | 52 Weeks Range 43.88 - 50.27 | Updated Date 04/2/2025 |
52 Weeks Range 43.88 - 50.27 | Updated Date 04/2/2025 |
Upturn AI SWOT
Bondbloxx ETF Trust - BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
ETF Overview
Overview
The BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSYR) aims to provide investment results that closely correspond, before fees and expenses, to the performance of the Bloomberg Seven Year US Treasury Target Duration Index. It focuses exclusively on US Treasury securities with a target duration of approximately seven years.
Reputation and Reliability
BondBloxx is a relatively new entrant in the ETF market, specializing in fixed income ETFs.
Management Expertise
The management team at BondBloxx has experience in fixed income portfolio management and ETF structuring.
Investment Objective
Goal
To track the investment results of the Bloomberg Seven Year US Treasury Target Duration Index, providing exposure to a portfolio of U.S. Treasury securities with a target duration of seven years.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the Bloomberg Seven Year US Treasury Target Duration Index.
Composition The ETF holds U.S. Treasury securities with maturities that result in a portfolio with a target duration of approximately seven years.
Market Position
Market Share: Data not readily available.
Total Net Assets (AUM): 45608434
Competitors
Key Competitors
- IEF
- SCHR
- VGIT
Competitive Landscape
The competitive landscape is dominated by larger, more established ETFs like IEF, SCHR, and VGIT. XSYR offers a more targeted seven-year duration, which might appeal to investors with specific duration needs. However, XSYR faces the challenge of attracting assets from these well-established competitors with greater liquidity and brand recognition.
Financial Performance
Historical Performance: Historical performance data is limited due to the ETF's recent inception.
Benchmark Comparison: Comparison to the Bloomberg Seven Year US Treasury Target Duration Index is the primary measure of performance.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
The ETF's average trading volume is relatively low, which may impact execution costs.
Bid-Ask Spread
The bid-ask spread can fluctuate but is generally tighter for more liquid Treasury ETFs, and can sometimes be wider for XSYR.
Market Dynamics
Market Environment Factors
Economic indicators (inflation, interest rates), Federal Reserve policy, and global economic conditions all influence the performance of US Treasury securities.
Growth Trajectory
The ETF's growth is dependent on investor demand for targeted duration US Treasury exposure.
Moat and Competitive Advantages
Competitive Edge
XSYR offers a specific target duration (seven years) within the US Treasury market, allowing investors to fine-tune their fixed income portfolios. This targeted approach can be advantageous for investors seeking to manage interest rate risk precisely. However, this also means XSYR is only one of many treasury ETFs. This narrow focus differentiates it but doesn't necessarily create a strong moat compared to broader Treasury ETFs.
Risk Analysis
Volatility
The ETF's volatility is directly tied to the volatility of US Treasury securities. Lower than equities, but present.
Market Risk
The ETF is subject to interest rate risk (the risk that rising interest rates will decrease the value of the bonds) and inflation risk (the risk that inflation will erode the real value of the bonds).
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking precise duration control in their fixed income allocation, or those implementing laddering strategies.
Market Risk
This ETF is suitable for long-term investors seeking stable returns and diversification, but it may also be used by active traders managing duration exposure.
Summary
The BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSYR) provides targeted exposure to US Treasury securities with a specific seven-year duration. Its success hinges on investor demand for this niche duration strategy. Competitors with the ETF have more liquid and bigger assets under management. XSYR can be appropriate for certain investors, but one should still perform due diligence before making investments.
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
SPTL
SPDR Barclays Long Term Treasury
SPTL
SPDR Barclays Long Term Treasury
VGIT
Vanguard Intermediate-Term Treasury Index Fund ETF Shares
VGIT
Vanguard Intermediate-Term Treasury Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- Bloomberg
- BondBloxx ETF Trust Website
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should consult with a qualified financial advisor before making any investment decisions.
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 Bondbloxx ETF Trust - BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in a portfolio of U.S. Treasury securities that collectively have an average duration of approximately 7 years, either directly or indirectly (e.g., through derivatives). The index is comprised of certain U.S. Treasury notes and bonds that are included in the Bloomberg US Treasury Index. It is non-diversified.
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