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Upturn AI SWOT - About
SPDR SSGA My2027 Corporate Bond ETF (MYCG)
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Upturn Advisory Summary
08/14/2025: MYCG (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 3.52% | Avg. Invested days 141 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.10 - 27.11 | Updated Date 06/28/2025 |
52 Weeks Range 24.10 - 27.11 | Updated Date 06/28/2025 |
Upturn AI SWOT
SPDR SSGA My2027 Corporate Bond ETF
ETF Overview
Overview
The SPDR SSGA My2027 Corporate Bond ETF (NYSE Arca: YYYY) is a target maturity ETF that aims to provide investment results that correspond generally to the price and yield performance of U.S. dollar-denominated investment grade corporate bonds maturing in the year 2027. It seeks to track the ICE BofA 2027 Maturity Corporate Bond Index.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF issuer with a long track record in the industry.
Management Expertise
SSGA has extensive expertise in managing fixed-income ETFs, leveraging a seasoned team of portfolio managers and analysts.
Investment Objective
Goal
The ETF aims to deliver the yield of investment-grade corporate bonds maturing in 2027.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the ICE BofA 2027 Maturity Corporate Bond Index.
Composition The ETF holds a diversified portfolio of investment-grade U.S. dollar-denominated corporate bonds that mature in 2027.
Market Position
Market Share: YYYY holds a moderate market share within the target maturity corporate bond ETF segment.
Total Net Assets (AUM): 125000000
Competitors
Key Competitors
- Invesco BulletShares 2027 Corporate Bond ETF (BSCR)
- iShares iBonds Dec 2027 Term Corporate ETF (IBDQ)
Competitive Landscape
The target maturity corporate bond ETF market is moderately competitive, with YYYY competing with other ETFs that track similar indexes. Advantages of YYYY may include a lower expense ratio or better tracking, while disadvantages could be lower AUM or trading volume compared to competitors. BSCR and IBDQ are strong competitors in this segment.
Financial Performance
Historical Performance: YYYY aims to mirror the performance of the ICE BofA 2027 Maturity Corporate Bond Index. Historical returns depend on prevailing interest rates and credit spreads.
Benchmark Comparison: The ETF's performance is closely tied to its benchmark index, with minimal tracking error expected.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, providing sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the underlying liquidity of the corporate bond market.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and credit spreads all significantly influence the performance of YYYY.
Growth Trajectory
The ETF's growth is tied to investor demand for target maturity bond ETFs and the overall health of the corporate bond market. No recent changes to strategy or holdings.
Moat and Competitive Advantages
Competitive Edge
YYYY benefits from SSGA's established brand and expertise in fixed-income ETFs. Its passive management strategy aims to deliver returns closely aligned with its benchmark, minimizing active management risk. The ETF's focus on investment-grade corporate bonds maturing in 2027 provides a targeted investment solution. A key advantage is its low expense ratio compared to some competitors. The structure provides a predictable maturity date and return of principal at maturity.
Risk Analysis
Volatility
The ETF's volatility is moderate, reflecting the investment-grade nature of its underlying holdings.
Market Risk
The ETF is subject to interest rate risk (rising rates can decrease bond values) and credit risk (the risk of default by bond issuers).
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking predictable income and capital preservation with a specific maturity date. Retirees, those saving for a defined future expense, and investors seeking a fixed-income allocation are well-suited.
Market Risk
The ETF is best for long-term investors seeking a passive, buy-and-hold approach to fixed-income investing.
Summary
The SPDR SSGA My2027 Corporate Bond ETF (YYYY) is a target maturity ETF that offers exposure to investment-grade corporate bonds maturing in 2027. It seeks to replicate the performance of the ICE BofA 2027 Maturity Corporate Bond Index with a passive management approach. The ETF is suitable for investors seeking predictable income and capital preservation with a defined maturity date. While the ETF has moderate volatility, investors should consider interest rate and credit risks. Overall, YYYY offers a targeted fixed-income solution for long-term investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SSGA Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market share data is estimated and may not be exact.
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 SPDR SSGA My2027 Corporate Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the advisor invests at least 80% of the fund"s net assets (plus borrowings for investment purposes) in corporate bonds. The fund primarily invests in corporate bonds maturing in the year 2027, which may include bonds with embedded issuer call options falling within that year. The fund is non-diversified.
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.