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Upturn AI SWOT - About
SPDR Barclays Short Term Corporate Bond (SPSB)
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Upturn Advisory Summary
08/14/2025: SPSB (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 12.89% | Avg. Invested days 185 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.29 | 52 Weeks Range 28.34 - 30.17 | Updated Date 06/29/2025 |
52 Weeks Range 28.34 - 30.17 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR Barclays Short Term Corporate Bond
ETF Overview
Overview
The SPDR Barclays Short Term Corporate Bond ETF (SCHI) seeks to provide investment results that correspond generally to the price and yield performance of the Bloomberg Barclays U.S. 1-5 Year Corporate Bond Index. It focuses on short-term, investment-grade corporate bonds.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF provider with a long track record.
Management Expertise
SSGA has extensive experience in managing fixed-income ETFs.
Investment Objective
Goal
To closely match the returns of the Bloomberg Barclays U.S. 1-5 Year Corporate Bond Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, aiming to hold all or substantially all of the securities in the underlying index.
Composition The ETF holds a portfolio of short-term, investment-grade U.S. corporate bonds.
Market Position
Market Share: SCHI's market share is substantial within the short-term corporate bond ETF category.
Total Net Assets (AUM): 7560000000
Competitors
Key Competitors
- VCSH
- ISTB
- LQD
Competitive Landscape
The competitive landscape is dominated by a few large players. SCHI benefits from SSGA's brand recognition and broad distribution, while competitors may offer slightly different expense ratios or index tracking methodologies, each having their advantages and disadvantages.
Financial Performance
Historical Performance: Historical performance data unavailable, as it would require frequent updates.
Benchmark Comparison: Performance closely tracks the Bloomberg Barclays U.S. 1-5 Year Corporate Bond Index.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
SCHI demonstrates good liquidity with a consistently high average daily trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and overall economic conditions significantly impact SCHI's performance.
Growth Trajectory
Growth is correlated with increased investor demand for short-term corporate bond exposure.
Moat and Competitive Advantages
Competitive Edge
SCHI's low expense ratio and close tracking of the Bloomberg Barclays U.S. 1-5 Year Corporate Bond Index offer a compelling value proposition. Its large AUM contributes to increased liquidity and price discovery. The strong reputation of State Street Global Advisors (SSGA) further enhances its appeal. These factors combined create a competitive edge that makes SCHI a solid choice for investors looking for short term corporate bond exposure.
Risk Analysis
Volatility
SCHI exhibits relatively low volatility due to the short-term nature of its holdings.
Market Risk
The primary market risk is interest rate risk, as rising rates can negatively impact bond prices.
Investor Profile
Ideal Investor Profile
Ideal for risk-averse investors, those seeking income, or those looking for a defensive position in their portfolio.
Market Risk
Best for long-term investors seeking stability and income, but may also be suitable for active traders seeking short-term opportunities.
Summary
The SPDR Barclays Short Term Corporate Bond ETF (SCHI) provides access to a portfolio of short-term, investment-grade corporate bonds. Its objective is to closely track the performance of the Bloomberg Barclays U.S. 1-5 Year Corporate Bond Index. SCHI is a low-cost and liquid option for investors seeking income and stability. Its relatively low volatility makes it an appropriate investment in a rising interest rate environment. As such, SCHI could be a good addition to a risk-conscious portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) Website
- Bloomberg
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
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 Short Term Corporate Bond
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally 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 the short term U.S. corporate bond market.
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.