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Upturn AI SWOT - About
SPDR® Bloomberg 1-10 Year TIPS ETF (TIPX)
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Upturn Advisory Summary
08/14/2025: TIPX (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 9.16% | Avg. Invested days 65 | 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 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.64 | 52 Weeks Range 17.91 - 19.13 | Updated Date 06/29/2025 |
52 Weeks Range 17.91 - 19.13 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR® Bloomberg 1-10 Year TIPS ETF
ETF Overview
Overview
The SPDRu00ae Bloomberg 1-10 Year TIPS ETF (TIPX) seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Bloomberg 1-10 Year U.S. Treasury Inflation Protected Securities (TIPS) Index. The fund primarily invests in inflation-protected securities issued by the U.S. Treasury with remaining maturities between 1 and 10 years.
Reputation and Reliability
State Street Global Advisors (SSGA) is one of the largest asset managers in the world, known for its extensive ETF offerings and established track record.
Management Expertise
SSGA has a dedicated fixed income team with experience in managing various bond portfolios, including inflation-protected securities.
Investment Objective
Goal
To closely match the returns of the Bloomberg 1-10 Year U.S. Treasury Inflation Protected Securities (TIPS) Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, aiming to hold all or substantially all of the securities in the index in proportion to their weighting in the index.
Composition Primarily invests in U.S. Treasury Inflation-Protected Securities (TIPS) with maturities ranging from 1 to 10 years.
Market Position
Market Share: Detail of TIPXu2019s market share in its sector.
Total Net Assets (AUM): 2220000000
Competitors
Key Competitors
- iShares TIPS Bond ETF (TIP)
- Schwab US TIPS ETF (SCHP)
- Vanguard Short-Term Inflation-Protected Securities ETF (VTIP)
Competitive Landscape
The TIPS ETF market is fairly competitive, with iShares TIPS Bond ETF (TIP) holding a significant market share. TIPX offers a slightly different maturity range compared to some competitors, focusing on the 1-10 year range. Advantages include the backing of SSGA and potentially lower expense ratios. A disadvantage is its smaller AUM compared to larger competitors like TIP.
Financial Performance
Historical Performance: Need to refer to external financial data sources.
Benchmark Comparison: Need to refer to external financial data sources.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
TIPX demonstrates adequate liquidity, typically with average trading volumes sufficient for most investors.
Bid-Ask Spread
The bid-ask spread for TIPX is generally tight, reflecting its relatively high trading volume.
Market Dynamics
Market Environment Factors
The ETF is sensitive to inflation expectations, interest rate changes, and overall economic conditions. Demand for TIPS typically increases during periods of rising inflation.
Growth Trajectory
Growth depends on investor demand for inflation protection and the performance of the underlying TIPS. Changes in interest rate policy can affect the fund's value.
Moat and Competitive Advantages
Competitive Edge
TIPX benefits from the brand recognition and distribution capabilities of State Street Global Advisors (SSGA). It focuses specifically on the 1-10 year maturity range, which may appeal to investors seeking a specific duration profile. Its low expense ratio also provides a competitive advantage over some peers. The ETF's strategy provides investors with inflation protection from U.S. Treasury securities.
Risk Analysis
Volatility
TIPS ETFs generally exhibit lower volatility compared to broad market equity ETFs, but they are still subject to interest rate risk and inflation risk.
Market Risk
The primary market risks include interest rate risk (rising rates can decrease bond values) and inflation risk (unexpectedly low inflation can reduce the inflation adjustment).
Investor Profile
Ideal Investor Profile
Investors seeking inflation protection, diversification within their fixed income portfolio, and relatively stable returns. This is suitable for investors who are worried about inflation eroding the value of their savings.
Market Risk
Suitable for long-term investors seeking inflation-protected income or as part of a diversified portfolio. It can be held by both active and passive investors but it is best suited for passive, buy-and-hold approach.
Summary
The SPDRu00ae Bloomberg 1-10 Year TIPS ETF (TIPX) provides targeted exposure to U.S. Treasury Inflation-Protected Securities (TIPS) with maturities between 1 and 10 years. Managed by SSGA, it offers a cost-effective way to hedge against inflation. It is best suited for long-term investors seeking a stable, inflation-protected income stream. While it faces competition from larger ETFs like TIP, its specific maturity range and low expense ratio are attractive advantages. Investors should understand the risks associated with interest rate changes and inflation expectations before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- Bloomberg
- Yahoo Finance
- ETF.com
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data is estimated and may vary.
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® Bloomberg 1-10 Year TIPS ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, 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.
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