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Global X Short-Term Treasury Ladder ETF (SLDR)

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Upturn Advisory Summary
10/24/2025: SLDR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance | ETF Returns Performance |
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 |
Upturn AI SWOT
Global X Short-Term Treasury Ladder ETF
ETF Overview
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.
Reputation and Reliability
Global X ETFs is a well-known issuer with a strong reputation for innovative and thematic ETFs.
Management Expertise
Global X has a team of experienced professionals focused on creating and managing ETFs.
Investment Objective
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
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.
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 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.

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