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Upturn AI SWOT - About
iShares 0-5 Year TIPS Bond ETF (STIP)
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Upturn Advisory Summary
10/02/2025: STIP (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 11.34% | Avg. Invested days 136 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/02/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.33 | 52 Weeks Range 96.57 - 102.88 | Updated Date 06/29/2025 |
52 Weeks Range 96.57 - 102.88 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares 0-5 Year TIPS Bond ETF
ETF Overview
Overview
The iShares 0-5 Year TIPS Bond ETF (STIP) seeks to track the investment results of an index composed of inflation-protected U.S. Treasury bonds with remaining maturities of less than five years. It focuses on providing inflation protection and relatively stable returns with low duration bonds.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and extensive experience in managing ETFs.
Management Expertise
BlackRock has a dedicated team of fixed income professionals managing its ETF offerings.
Investment Objective
Goal
To track the investment results of an index composed of inflation-protected U.S. Treasury bonds with remaining maturities of less than five years.
Investment Approach and Strategy
Strategy: The ETF seeks to replicate the Bloomberg US Treasury Inflation-Protected Securities (TIPS) 0-5 Year Index.
Composition Primarily holds U.S. Treasury Inflation-Protected Securities (TIPS) with maturities between 0 and 5 years.
Market Position
Market Share: STIP holds a significant market share within the short-term TIPS ETF category.
Total Net Assets (AUM): 9720000000
Competitors
Key Competitors
- Schwab Short-Term US TIPS ETF (SCHP)
- PIMCO 1-5 Year US TIPS Index ETF (STPZ)
- Invesco PureBeta 0-5 Year US TIPS ETF (PBTP)
Competitive Landscape
The short-term TIPS ETF market is dominated by STIP and SCHP. STIP benefits from BlackRock's brand and AUM. SCHP offers a lower expense ratio, making it a cost-effective alternative. STPZ focuses on a broader TIPS universe which includes bonds that mature between 1-5 years.
Financial Performance
Historical Performance: Historical performance data is available from various financial data providers and should be examined over different time periods (1-year, 3-year, 5-year, 10-year) to evaluate its performance.
Benchmark Comparison: The ETF's performance should be compared to the Bloomberg US Treasury Inflation-Protected Securities (TIPS) 0-5 Year Index to assess tracking efficiency.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
STIP generally exhibits high liquidity, with a substantial average daily trading volume facilitating easy entry and exit for investors.
Bid-Ask Spread
The bid-ask spread for STIP is typically tight, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Performance is driven by inflation expectations, real interest rates, and supply/demand for short-term TIPS. Economic growth and Federal Reserve policy also influence STIP.
Growth Trajectory
Growth trends are influenced by investor demand for inflation protection and interest rate environments. Strategies and holdings have remained relatively consistent.
Moat and Competitive Advantages
Competitive Edge
STIP's competitive advantage stems from BlackRock's established reputation and extensive AUM, providing liquidity and efficient tracking. The ETF's focus on short-term TIPS provides a specific risk profile, making it suitable for investors seeking lower duration and inflation protection. Its scale and trading volume enable tight bid-ask spreads. This makes it a preferred choice for some investors in the short-term TIPS space. Lastly, STIP has a first mover advantage.
Risk Analysis
Volatility
STIP's volatility is typically low due to the short-term nature of its holdings and the backing of U.S. Treasury securities.
Market Risk
Market risk includes interest rate risk (although mitigated by short duration) and inflation risk (although designed to provide inflation protection, unexpected deflation can negatively impact returns).
Investor Profile
Ideal Investor Profile
STIP is suited for investors seeking inflation protection with low interest rate risk, such as those in or near retirement or those looking to preserve capital in an inflationary environment.
Market Risk
STIP is best for long-term investors and passive index followers seeking inflation protection and stability.
Summary
The iShares 0-5 Year TIPS Bond ETF (STIP) offers investors exposure to a portfolio of short-term U.S. Treasury Inflation-Protected Securities (TIPS), providing a hedge against inflation with limited interest rate risk. BlackRock's management expertise and the fund's substantial AUM contribute to its liquidity and efficient tracking. While competitors exist, STIP holds a significant market share. STIP is well-suited for risk-averse investors seeking inflation protection and capital preservation. It is important to consider the fund's expense ratio and historical performance relative to its benchmark when making investment decisions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock
- Bloomberg
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results. Market share data may vary based on the source and reporting period.
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 iShares 0-5 Year TIPS Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of the inflation-protected public obligations of the U.S. Treasury, commonly known as TIPS, that have a remaining maturity of less than or equal to five years. The fund will invest at least 80% of its assets in the component securities of the underlying index, and the fund will invest at least 90% of its assets in U.S. Treasury securities that BFA believes will help the fund track the underlying index.
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.