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Upturn AI SWOT - About
ClearShares Ultra-Short Maturity ETF (OPER)
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Upturn Advisory Summary
08/14/2025: OPER (1-star) is currently NOT-A-BUY. Pass it for now.
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% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 95.49 - 100.15 | Updated Date 06/30/2025 |
52 Weeks Range 95.49 - 100.15 | Updated Date 06/30/2025 |
Upturn AI SWOT
ClearShares Ultra-Short Maturity ETF
ETF Overview
Overview
The ClearShares Ultra-Short Maturity ETF (NEAR) seeks to provide current income while preserving capital. It primarily invests in a diversified portfolio of investment-grade, U.S. dollar-denominated short-term fixed income securities. The ETF aims to maintain a weighted average maturity of less than one year.
Reputation and Reliability
ClearShares is known for its innovative and transparent ETF offerings. While a smaller player, they focus on specific niches.
Management Expertise
The management team has experience in fixed income investing and ETF management.
Investment Objective
Goal
To provide current income consistent with preservation of capital and daily liquidity.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but uses a managed approach, actively selecting securities to achieve its objectives.
Composition The ETF holds primarily U.S. dollar-denominated investment-grade, short-term fixed-income securities, including corporate bonds, government securities, and money market instruments.
Market Position
Market Share: Data unavailable for precise market share calculation.
Total Net Assets (AUM): 248624869
Competitors
Key Competitors
- MINT
- BIL
- GSY
- JPST
Competitive Landscape
The ultra-short bond ETF market is competitive, with several established players. NEAR offers a actively managed approach focused on capital preservation and daily liquidity. MINT and BIL have larger AUM and are more liquid, but NEAR may offer potentially different risk-adjusted returns due to its selection strategy. JPST is a close competitor with a very similar strategy. GSY offers an actively managed approach and a wide range of exposures.
Financial Performance
Historical Performance: Historical performance data should be obtained from official fund factsheets or financial data providers.
Benchmark Comparison: Performance should be compared to short-term benchmark indices like the ICE BofA US 3-Month Treasury Bill Index.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The average trading volume is moderate but adequate for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting sufficient liquidity.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and economic growth influence the returns and credit risk of short-term fixed income securities.
Growth Trajectory
NEAR's growth depends on investor demand for ultra-short-term fixed income solutions, as well as ClearShares' ability to attract new investors.
Moat and Competitive Advantages
Competitive Edge
NEAR's competitive advantage lies in its actively managed approach and its focus on maintaining a very short maturity profile, appealing to risk-averse investors seeking minimal interest rate risk. The ETF may also differentiate itself through specific security selection strategies. Its low expense ratio is competitive within the segment. Investors could use NEAR for short term cash management, especially in rising interest rate environments. The ETF offers a diversified portfolio of high-quality, short-term securities.
Risk Analysis
Volatility
The ETF exhibits low volatility due to its short maturity profile and investment-grade holdings.
Market Risk
Market risk is primarily related to interest rate fluctuations and credit risk of the underlying securities. Credit risk is minimized by focusing on investment-grade bonds.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse, seeking capital preservation and current income, and requires daily liquidity. This includes individuals, corporations, and institutions.
Market Risk
NEAR is suitable for short-term investors, those seeking to park cash, or those looking for a low-risk component in a diversified portfolio.
Summary
ClearShares Ultra-Short Maturity ETF (NEAR) provides current income while preserving capital. Its active management strategy focuses on investment-grade short-term fixed income securities. The ETF is suitable for risk-averse investors seeking liquidity and minimal interest rate risk. NEAR is a valuable tool for cash management and portfolio diversification. While smaller compared to key competitors, NEAR offers a distinct approach in the ultra-short duration space.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar.com
- Official Fund Fact Sheet
- YCharts.com
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Market data is subject to change.
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 ClearShares Ultra-Short Maturity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed exchange-traded fund (ETF) that seeks to achieve its investment objective primarily by investing in repurchase agreements collateralized by U.S. government securities. It is not a money market fund and does not seek to maintain a stable net asset value (NAV) of $1.00 per share.
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.