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Upturn AI SWOT - About
Schwab 1-5 Year Corporate Bond ETF (SCHJ)
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Upturn Advisory Summary
10/24/2025: SCHJ (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 12.16% | Avg. Invested days 86 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.47 | 52 Weeks Range 23.15 - 24.81 | Updated Date 06/30/2025 |
52 Weeks Range 23.15 - 24.81 | Updated Date 06/30/2025 |
Upturn AI SWOT
Schwab 1-5 Year Corporate Bond ETF
ETF Overview
Overview
The Schwab 1-5 Year Corporate Bond ETF (SPSB) seeks to track the total return of the Bloomberg 1-5 Year Corporate Bond Index. This fund focuses on investment-grade U.S. corporate bonds with maturities between 1 and 5 years, offering a low-cost way to access a diversified portfolio of short-term corporate debt.
Reputation and Reliability
Schwab is a reputable and well-established financial services company known for its low-cost ETF offerings and reliable investment management.
Management Expertise
Schwab Asset Management has considerable experience in managing fixed-income portfolios, with a team of professionals dedicated to bond investing.
Investment Objective
Goal
The primary investment goal is to track the performance of the Bloomberg 1-5 Year Corporate Bond Index before fees and expenses.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the holdings of the Bloomberg 1-5 Year Corporate Bond Index. It uses a passive management style.
Composition The ETF holds a portfolio of U.S. dollar-denominated, investment-grade corporate bonds with maturities ranging from 1 to 5 years.
Market Position
Market Share: SPSB holds a substantial market share within the short-term corporate bond ETF sector.
Total Net Assets (AUM): 12700000000
Competitors
Key Competitors
- iShares 1-5 Year Investment Grade Corporate Bond ETF (IGIB)
- Vanguard Short-Term Corporate Bond ETF (VCSH)
- SPDR Portfolio Short Term Corporate Bond ETF (SPSB)
Competitive Landscape
The short-term corporate bond ETF market is competitive, with several major players offering similar products. SPSB competes on price (low expense ratio) and tracking accuracy. Its advantages include Schwab's established brand and low cost, while disadvantages might include slightly lower AUM compared to some competitors.
Financial Performance
Historical Performance: Historical performance data should be sourced from reliable financial data providers like Morningstar or Bloomberg.
Benchmark Comparison: The ETF's performance closely tracks the Bloomberg 1-5 Year Corporate Bond Index.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
SPSB generally exhibits good liquidity with a healthy average daily trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and credit spreads influence SPSB's performance.
Growth Trajectory
SPSB's growth trajectory is tied to investor demand for short-term corporate bond exposure and Schwab's overall ETF platform growth; strategy has remained consistent.
Moat and Competitive Advantages
Competitive Edge
SPSB benefits from Schwab's low-cost structure, enabling it to offer a highly competitive expense ratio. This provides a significant advantage as investors prioritize cost-effectiveness in fixed-income ETFs. Its straightforward, passive investment approach focused on a well-defined index further enhances its appeal. The strong brand reputation of Schwab adds to investor confidence and reliability.
Risk Analysis
Volatility
SPSB exhibits relatively low volatility due to its focus on short-term investment-grade bonds.
Market Risk
The primary risks include interest rate risk (sensitivity to rising rates) and credit risk (possibility of default by bond issuers).
Investor Profile
Ideal Investor Profile
SPSB is suited for risk-averse investors seeking stable income, capital preservation, and diversification within a fixed-income portfolio.
Market Risk
SPSB is best for long-term investors or those seeking a core fixed-income allocation within a diversified portfolio.
Summary
Schwab 1-5 Year Corporate Bond ETF (SPSB) provides low-cost access to a diversified portfolio of short-term investment-grade corporate bonds. It's managed by Schwab, a reputable financial firm, and aims to track the Bloomberg 1-5 Year Corporate Bond Index, making it a good choice for risk-averse investors. SPSB offers stable income and capital preservation, although it is subject to interest rate and credit risks. It is suitable for long-term investors seeking a core fixed-income allocation.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Schwab Asset Management
- Bloomberg
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. 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 Schwab 1-5 Year Corporate Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
To pursue its goal, the fund generally invests in securities that are included in the index. The index measures the performance of U.S. investment grade, taxable corporate bonds with maturities greater than or equal to one year and less than five years that have $300 million or more of outstanding face value. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets in securities included in the index.
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