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SLDR
Upturn stock rating

Global X Short-Term Treasury Ladder ETF (SLDR)

Upturn stock rating
$50.42
Last Close (24-hour delay)
Profit since last BUY4.39%
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Consider higher Upturn Star rating
BUY since 227 days
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Upturn Advisory Summary

10/24/2025: SLDR (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 4.39%
Avg. Invested days 227
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/24/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 48.74 - 50.29
Updated Date 06/28/2025
52 Weeks Range 48.74 - 50.29
Updated Date 06/28/2025

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Global X Short-Term Treasury Ladder ETF

stock logo

ETF Overview

overview logo Overview

The Global X Short-Term Treasury Ladder ETF (CLTL) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Solactive US Treasury Bond 1-3 Year Ladder Index. It invests in a portfolio of short-term U.S. Treasury bonds with staggered maturities to create a 'laddered' approach to duration.

reliability logo Reputation and Reliability

Global X ETFs is a well-known issuer with a strong reputation for innovative and thematic ETFs.

reliability logo Management Expertise

Global X has a team of experienced professionals focused on creating and managing ETFs.

Investment Objective

overview logo Goal

To provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Solactive US Treasury Bond 1-3 Year Ladder Index.

Investment Approach and Strategy

Strategy: The ETF tracks the Solactive US Treasury Bond 1-3 Year Ladder Index, which employs a laddered strategy by investing in U.S. Treasury bonds with maturities ranging from 1 to 3 years.

Composition The ETF holds U.S. Treasury bonds. It primarily focuses on fixed-income instruments.

Market Position

Market Share: CLTL holds a moderate market share within the short-term Treasury ETF market segment.

Total Net Assets (AUM): 300000000

Competitors

overview logo Key Competitors

  • iShares 1-3 Year Treasury Bond ETF (SHY)
  • Vanguard Short-Term Treasury ETF (VGSH)
  • SPDR Portfolio Short Term Treasury ETF (SPTS)

Competitive Landscape

The short-term Treasury ETF market is dominated by large, established players like iShares and Vanguard. CLTL distinguishes itself through its specific laddered maturity strategy within the 1-3 year range. While CLTL's laddered approach can potentially offer more stable returns, it faces stiff competition from ETFs with significantly larger AUM and lower expense ratios.

Financial Performance

Historical Performance: Historical performance data is not directly available here, but can be found on financial data providers.

Benchmark Comparison: Benchmark comparison requires accessing historical performance data and comparing CLTL's returns to the Solactive US Treasury Bond 1-3 Year Ladder Index.

Expense Ratio: 0.15

Liquidity

Average Trading Volume

The ETF has moderate liquidity, indicating ease of buying and selling shares during market hours.

Bid-Ask Spread

The bid-ask spread is typically tight, reflecting good liquidity but can widen during periods of market volatility.

Market Dynamics

Market Environment Factors

Economic indicators such as interest rates, inflation, and Federal Reserve policy significantly influence the performance of short-term Treasury ETFs like CLTL.

Growth Trajectory

CLTL's growth is dependent on investor demand for short-term U.S. Treasury exposure and its ability to attract assets in a competitive market.

Moat and Competitive Advantages

Competitive Edge

CLTL's laddered maturity strategy is its primary competitive advantage, offering a consistent and predictable stream of income and mitigating reinvestment risk compared to non-laddered short-term Treasury ETFs. This structure can appeal to investors seeking more stable returns. However, the higher expense ratio compared to some competitors is a disadvantage. The ETF's relative newness limits its track record compared to established competitors.

Risk Analysis

Volatility

CLTL exhibits low volatility due to its focus on short-term U.S. Treasury bonds.

Market Risk

The primary market risk is interest rate risk, as rising interest rates can negatively impact the value of the ETF's holdings.

Investor Profile

Ideal Investor Profile

CLTL is suited for investors seeking a low-risk, liquid investment in short-term U.S. Treasury bonds, and who appreciate the laddered maturity strategy to mitigate reinvestment risk.

Market Risk

CLTL is best for long-term investors, particularly those seeking a stable income stream and capital preservation.

Summary

The Global X Short-Term Treasury Ladder ETF (CLTL) provides exposure to short-term U.S. Treasury bonds through a laddered maturity approach. This strategy aims to provide a more stable income stream and mitigate reinvestment risk. However, CLTL faces strong competition from larger, more established ETFs with lower expense ratios. Investors seeking a conservative, income-oriented investment with a focus on stability may find CLTL appealing if they are comfortable with its expense ratio and relative market share.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Global X ETFs Website
  • ETF.com
  • Morningstar

Disclaimers:

This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share and performance data are subject to change.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Global X Short-Term Treasury Ladder ETF

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund invests at least 80% of its total assets, plus borrowings for investment purposes (if any), in the securities of the index. The index is designed to measure the performance of a strategy commonly referred to as bond "laddering" as applied to public obligations of the U.S. Treasury that have maturities between 1 and 3 years as of the last business day of February of each year.