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Upturn AI SWOT - About
Vanguard Extended Duration Treasury Index Fund ETF Shares (EDV)
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Upturn Advisory Summary
07/29/2025: EDV (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.
Analysis of Past Performance
Type ETF | Historic Profit 0.08% | Avg. Invested days 39 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 2.94 | 52 Weeks Range 61.56 - 81.23 | Updated Date 06/29/2025 |
52 Weeks Range 61.56 - 81.23 | Updated Date 06/29/2025 |
Upturn AI SWOT
Vanguard Extended Duration Treasury Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Extended Duration Treasury Index Fund ETF Shares (EDV) seeks to track the performance of a market-weighted index of zero-coupon U.S. Treasury securities with maturities of 20 years or more, providing exposure to long-term U.S. Treasury bonds. Its primary focus is on extended duration Treasury securities, offering a way to invest in government debt. Asset allocation is predominantly in U.S. Treasury securities. The investment strategy involves replicating the index, aiming for a close correlation with its performance.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer known for its low-cost, index-tracking investment products and strong track record.
Management Expertise
Vanguard has extensive experience in managing fixed-income portfolios and a dedicated team focused on index replication strategies.
Investment Objective
Goal
To track the performance of a market-weighted index of zero-coupon U.S. Treasury securities with maturities of 20 years or more.
Investment Approach and Strategy
Strategy: The ETF aims to track the Bloomberg U.S. Treasury STRIPS 20+ Year Equal Par Bond Index.
Composition The ETF holds zero-coupon U.S. Treasury securities (STRIPS) with maturities of 20 years or more.
Market Position
Market Share: Data Unavailable.
Total Net Assets (AUM): 1540000000
Competitors
Key Competitors
- iShares 20+ Year Treasury Bond ETF (TLT)
- PIMCO 25+ Year Zero Coupon U.S. Treasury Index ETF (ZROZ)
Competitive Landscape
The market is characterized by a few large players offering similar exposure to long-term U.S. Treasury bonds. EDV benefits from Vanguard's low-cost structure, while competitors may offer slight variations in index tracking or security selection.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers.
Benchmark Comparison: Benchmark comparison should ideally be performed against the Bloomberg U.S. Treasury STRIPS 20+ Year Equal Par Bond Index.
Expense Ratio: 0.06
Liquidity
Average Trading Volume
EDV's average trading volume provides sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, minimizing transaction costs.
Market Dynamics
Market Environment Factors
Interest rate movements, inflation expectations, and Federal Reserve policies significantly influence EDV's performance, as long-duration bonds are highly sensitive to interest rate changes.
Growth Trajectory
The growth trajectory depends on investor demand for long-duration Treasury exposure and the overall interest rate environment; changes to strategy and holdings are infrequent given the index-tracking approach.
Moat and Competitive Advantages
Competitive Edge
EDV benefits from Vanguard's reputation for low costs and efficient index tracking, which appeals to cost-conscious investors. Its focus on extended duration Treasury securities provides a specific risk/return profile suitable for certain portfolio strategies. The ETF's simplicity and transparency are additional advantages.
Risk Analysis
Volatility
EDV exhibits high volatility due to its extended duration, meaning its price is highly sensitive to changes in interest rates.
Market Risk
The primary market risk is interest rate risk; rising interest rates can significantly negatively impact the fund's value.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation or using the ETF to hedge against deflationary environments. Investors with a long-term investment horizon and a tolerance for high volatility are suitable.
Market Risk
EDV is best suited for long-term investors who understand the risks associated with long-duration bonds and have specific portfolio allocation strategies requiring this type of exposure.
Summary
Vanguard Extended Duration Treasury Index Fund ETF Shares (EDV) offers exposure to long-term U.S. Treasury bonds through a low-cost, index-tracking approach. Its extended duration makes it highly sensitive to interest rate changes, creating both opportunities and risks. It is suitable for investors seeking to hedge against deflation, benefit from falling interest rates, or diversify their portfolios with long-term government debt. However, given its volatility, it is best for those with a long-term horizon and tolerance for market fluctuations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard.com
- Bloomberg
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be based on your own due diligence 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 Extended Duration Treasury Index Fund ETF Shares
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The advisor employs an indexing investment approach designed to track the performance of the Bloomberg U.S. Treasury STRIPS 20-30 Year Equal Par Bond Index. This index includes zero-coupon U.S. Treasury securities (Treasury STRIPS), which are backed by the full faith and credit of the U.S. government, with maturities ranging from 20 to 30 years. The fund invests by sampling the index. At least 80% of it's assets will be invested in U.S. Treasury securities held in the index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.