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SPDR Barclays Intermediate Term Corporate Bond (SPIB)
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Upturn Advisory Summary
12/04/2025: SPIB (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 11.21% | Avg. Invested days 67 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/04/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.76 | 52 Weeks Range 31.12 - 33.55 | Updated Date 06/29/2025 |
52 Weeks Range 31.12 - 33.55 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR Barclays Intermediate Term Corporate Bond
ETF Overview
Overview
The SPDR Barclays Intermediate Term Corporate Bond ETF (ITR) seeks to provide investment results that correspond generally to the price and yield performance of the Bloomberg Barclays U.S. Intermediate Corporate Bond Index. It focuses on U.S. dollar-denominated, investment-grade, fixed-rate corporate bonds with maturities between one and ten years.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable asset manager with a long track record in the ETF industry.
Management Expertise
SSGA has extensive experience and expertise in managing fixed-income ETFs, providing a high level of confidence in their ability to manage ITR effectively.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Bloomberg Barclays U.S. Intermediate Corporate Bond Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the performance of a specific index, the Bloomberg Barclays U.S. Intermediate Corporate Bond Index.
Composition The ETF primarily holds U.S. dollar-denominated, investment-grade, fixed-rate corporate bonds with maturities between one and ten years.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 1440000000
Competitors
Key Competitors
- Vanguard Intermediate-Term Corporate Bond ETF (VCIT)
- iShares Intermediate-Term Corporate Bond ETF (IGIB)
- Schwab Intermediate-Term Corporate Bond ETF (SCHI)
Competitive Landscape
The intermediate-term corporate bond ETF market is competitive, with several large players offering similar products. ITR competes based on expense ratio, tracking error, and liquidity. VCIT and IGIB are larger, providing greater liquidity, while SCHI often boasts a lower expense ratio. ITR has a good track record, but struggles to differentiate itself significantly from its competitors.
Financial Performance
Historical Performance: Historical performance data unavailable.
Benchmark Comparison: Benchmark comparison data unavailable.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
The ETF's average trading volume provides adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and credit spreads significantly impact the performance of ITR. Rising interest rates generally lead to lower bond prices, while widening credit spreads reflect increased credit risk.
Growth Trajectory
ITR's growth trajectory depends on the overall demand for intermediate-term corporate bond exposure. Changes in interest rate expectations and investor risk appetite can influence fund flows.
Moat and Competitive Advantages
Competitive Edge
ITR benefits from SSGA's strong brand and expertise in fixed-income management. Its focus on intermediate-term corporate bonds provides a specific duration profile, attracting investors seeking a balance between yield and interest rate sensitivity. The fund's relatively low expense ratio further enhances its competitiveness. However, it lacks a unique selling proposition compared to its larger competitors. Brand recognition can be seen as an advantage but needs active promotion to build a loyal investor base.
Risk Analysis
Volatility
Historical volatility data unavailable.
Market Risk
ITR is exposed to interest rate risk (rising rates can lower bond prices) and credit risk (the risk of default by bond issuers). The ETF mitigates credit risk by investing in investment-grade corporate bonds, but these bonds still carry some degree of credit risk.
Investor Profile
Ideal Investor Profile
The ideal investor for ITR is a risk-averse investor seeking stable income and moderate capital appreciation. It is suitable for investors looking for exposure to investment-grade corporate bonds with an intermediate-term duration.
Market Risk
ITR is best suited for long-term investors seeking a passive approach to fixed-income investing. It is a good choice for those looking to diversify their portfolio with corporate bonds and manage interest rate risk.
Summary
The SPDR Barclays Intermediate Term Corporate Bond ETF (ITR) offers exposure to U.S. dollar-denominated, investment-grade, fixed-rate corporate bonds with maturities between one and ten years. Managed by SSGA, a reputable asset manager, ITR tracks the Bloomberg Barclays U.S. Intermediate Corporate Bond Index. Its low expense ratio and focus on intermediate-term duration make it suitable for risk-averse, long-term investors seeking stable income. However, it faces stiff competition from larger ETFs like VCIT and IGIB.
Similar ETFs
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- Bloomberg
- FactSet
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. Market share and performance data may not be readily available and 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 SPDR Barclays Intermediate Term Corporate Bond
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests substantially all, but at least 80%, of its total assets in the securities comprising the index and in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to measure the performance of U.S. corporate bonds that have a maturity of greater than or equal to 1 year and less than 10 years.
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.