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Upturn AI SWOT - About
Global X Short-Term Treasury Ladder ETF (SLDR)
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Upturn Advisory Summary
08/14/2025: SLDR (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 3.33% | Avg. Invested days 177 | 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 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 (CLIP) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Solactive Short-Term US Treasury Bond Ladder Index. It invests in a portfolio of short-term U.S. Treasury bonds, laddered to mature at different intervals, aiming to provide a consistent yield stream and reduce interest rate risk.
Reputation and Reliability
Global X is a reputable ETF provider known for its innovative and thematic ETF offerings.
Management Expertise
Global X has a dedicated team of portfolio managers and analysts with experience in managing fixed-income and ETF products.
Investment Objective
Goal
The ETF aims to track the Solactive Short-Term US Treasury Bond Ladder Index, providing exposure to a laddered portfolio of short-term U.S. Treasury bonds.
Investment Approach and Strategy
Strategy: The ETF tracks a specific index, the Solactive Short-Term US Treasury Bond Ladder Index.
Composition The ETF holds U.S. Treasury bonds with maturities ranging from 1 to 12 months.
Market Position
Market Share: The Global X Short-Term Treasury Ladder ETF holds a moderate market share within the short-term Treasury ETF category.
Total Net Assets (AUM): 148.08
Competitors
Key Competitors
- iShares 1-3 Year Treasury Bond ETF (SHY)
- SPDR Portfolio Short Term Treasury ETF (SPTS)
- Vanguard Short-Term Treasury ETF (VGSH)
Competitive Landscape
The short-term Treasury ETF market is competitive, with several large players offering similar products. CLIP offers a laddered approach, which provides predictable income and mitigates interest rate risk, but it is a relatively smaller player compared to the larger competitors such as SHY and VGSH which have substantial AUM and liquidity advantages.
Financial Performance
Historical Performance: Historical performance data needs to be dynamically updated from financial data providers.
Benchmark Comparison: The ETF's performance should be compared against the Solactive Short-Term US Treasury Bond Ladder Index.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The ETF's average trading volume suggests reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators, Federal Reserve policy, and interest rate movements significantly impact the ETF's performance.
Growth Trajectory
The ETF's growth is tied to investor demand for short-term Treasury exposure and the popularity of laddering strategies.
Moat and Competitive Advantages
Competitive Edge
CLIP's laddered approach provides a unique advantage by staggering bond maturities, offering a more predictable income stream and reducing interest rate risk compared to non-laddered short-term Treasury ETFs. This can be especially attractive during periods of interest rate volatility. Global X's focus on innovative ETF strategies also contributes to its competitive edge. However, its smaller AUM compared to larger competitors may limit its liquidity and trading efficiency.
Risk Analysis
Volatility
The ETF's volatility is expected to be low, given its focus on short-term U.S. Treasury bonds.
Market Risk
The ETF is exposed to interest rate risk, though the short maturities mitigate this risk to some extent. Inflation could also erode the value of the returns.
Investor Profile
Ideal Investor Profile
The ETF is ideal for conservative investors, those seeking stable income, or those looking for a safe haven during market uncertainty.
Market Risk
The ETF is suitable for long-term investors seeking capital preservation and income, as well as for active traders seeking short-term Treasury exposure.
Summary
The Global X Short-Term Treasury Ladder ETF (CLIP) offers a laddered approach to investing in short-term U.S. Treasury bonds, providing a predictable income stream and reducing interest rate risk. Its expense ratio is competitive, and it is suitable for conservative investors seeking capital preservation and income. However, the ETF's smaller AUM compared to larger competitors could impact liquidity and trading efficiency. The Laddered approach provides more consistent yield than ETFs that invest in single maturity bonds.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Global X ETFs website
- Solactive Indexes website
- Financial data providers (e.g., Bloomberg, Reuters)
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data can fluctuate. All financial data and numerical figures should be independently verified before use.
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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