Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Vanguard Extended Duration Treasury Index Fund ETF Shares (EDV)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/11/2025: EDV (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.
Analysis of Past Performance
Type ETF | Historic Profit 5.82% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/11/2025 |
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 investment-grade U.S. Treasury bonds with maturities of 20 years or more, focusing on extended duration. It offers exposure to the long-term U.S. Treasury market, aiming for capital appreciation through interest rate movements. The fund primarily invests in U.S. Treasury bonds.
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 a strong and experienced management team with extensive expertise in fixed-income investing.
Investment Objective
Goal
To track the performance of a market-weighted index of investment-grade U.S. Treasury bonds with maturities of 20 years or more.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the Bloomberg U.S. Treasury 20+ Year Duration Index.
Composition The fund primarily holds U.S. Treasury bonds with maturities of 20 years or more.
Market Position
Market Share: EDV holds a significant market share within the extended duration Treasury ETF segment.
Total Net Assets (AUM): 4220000000
Competitors
Key Competitors
- iShares 20+ Year Treasury Bond ETF (TLT)
- SPDR Portfolio Long Term Treasury ETF (SPTL)
- PIMCO 25+ Year Zero Coupon U.S. Treasury Index ETF (ZROZ)
Competitive Landscape
The extended duration Treasury ETF market is dominated by a few major players. EDV competes primarily on cost and tracking efficiency, benefiting from Vanguard's reputation. A key advantage of EDV is Vanguard's low expense ratio, but TLT offers higher liquidity.
Financial Performance
Historical Performance: Historical performance is highly sensitive to interest rate movements. The performance data is available through Vanguard's official website.
Benchmark Comparison: The ETF's performance closely tracks the Bloomberg U.S. Treasury 20+ Year Duration Index, indicating effective replication.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
EDV generally has moderate liquidity, with sufficient average trading volume for most investors.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting the fund's liquidity and the efficiency of the Treasury market.
Market Dynamics
Market Environment Factors
Economic indicators such as inflation, interest rate policies, and expectations for future economic growth significantly affect EDV. A rising interest rate environment typically negatively impacts the ETF.
Growth Trajectory
EDV's growth trajectory depends heavily on investor sentiment towards long-term Treasury bonds and expectations for interest rate movements. The fund's strategy and holdings have remained fairly consistent.
Moat and Competitive Advantages
Competitive Edge
EDV's competitive edge lies in its low expense ratio and Vanguard's strong reputation as a reliable ETF provider. Its passive management strategy aims to closely track the Bloomberg U.S. Treasury 20+ Year Duration Index, providing investors with predictable exposure to the long-term Treasury market. The ETF benefits from the liquidity of the underlying Treasury market, which enhances its tradability. This combination of low cost, reliable tracking, and market access makes it a compelling option for investors seeking long-duration Treasury exposure.
Risk Analysis
Volatility
EDV exhibits high volatility due to its extended duration. It is highly sensitive to interest rate changes.
Market Risk
The primary market risk is interest rate risk. Rising interest rates can significantly decrease the fund's value.
Investor Profile
Ideal Investor Profile
The ideal investor for EDV is one seeking long-term capital appreciation through exposure to long-term U.S. Treasury bonds and is comfortable with the associated interest rate risk. This includes investors using EDV as a hedging tool against deflationary pressures or for diversifying a portfolio.
Market Risk
EDV is most suitable for long-term investors with a high risk tolerance who believe interest rates will remain stable or decline. It's less suitable for active traders due to its volatility.
Summary
The Vanguard Extended Duration Treasury Index Fund ETF Shares (EDV) provides exposure to the long-term U.S. Treasury market, making it highly sensitive to interest rate changes. Vanguard's reputable brand and low expense ratio enhance its appeal to long-term investors. However, the fund's volatility requires a high risk tolerance, as rising interest rates can significantly impact its value. While EDV efficiently tracks its benchmark index, potential investors must carefully consider the risks and rewards relative to their financial goals and risk profile.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard Official Website
- Bloomberg
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Market share data is based on estimates and may vary.
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.