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Upturn AI SWOT - About
WisdomTree 1-3 Year Laddered Treasury Fund (USSH)
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Upturn Advisory Summary
10/24/2025: USSH (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 7.35% | Avg. Invested days 107 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 48.02 - 50.89 | Updated Date 06/30/2025 |
52 Weeks Range 48.02 - 50.89 | Updated Date 06/30/2025 |
Upturn AI SWOT
WisdomTree 1-3 Year Laddered Treasury Fund
ETF Overview
Overview
The WisdomTree 1-3 Year Laddered Treasury Fund (US ETF Symbol: USFR) seeks to provide current income and preservation of capital by investing in U.S. Treasury securities with maturities of 1 to 3 years, creating a laddered maturity structure.
Reputation and Reliability
WisdomTree is a well-known ETF provider with a solid reputation for innovative and transparent ETF offerings.
Management Expertise
WisdomTree has experienced portfolio managers specializing in fixed income ETFs.
Investment Objective
Goal
To provide current income and preserve capital by investing in short-term U.S. Treasury securities.
Investment Approach and Strategy
Strategy: The fund utilizes a laddered strategy, holding bonds with staggered maturities to mitigate interest rate risk and provide consistent returns.
Composition The ETF holds U.S. Treasury securities with maturities between 1 and 3 years.
Market Position
Market Share: Estimated less than 1% in the short-term treasury ETF market.
Total Net Assets (AUM): 1075000000
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 highly competitive, dominated by larger players like iShares and Vanguard. USFR differentiates itself with its specific laddered approach, potentially appealing to investors seeking a balance between yield and duration. The competitive advantage of USFR lies in its Smart Beta factor (quality and value screen) and lower expense ratio compared to some peers.
Financial Performance
Historical Performance: Historical performance data is available on WisdomTree's website and financial data providers. It fluctuates based on interest rate changes.
Benchmark Comparison: The ETF's performance can be compared to short-term Treasury indices to assess its tracking effectiveness.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
The average trading volume is moderate, reflecting the fund's niche focus within the short-term Treasury market.
Bid-Ask Spread
The bid-ask spread is typically low, indicating efficient trading and minimal transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation expectations, and Federal Reserve policy decisions significantly influence the performance of this ETF.
Growth Trajectory
Growth is tied to investor demand for short-term Treasury exposure, often driven by macroeconomic outlook and risk aversion. Recent growth is likely tied to Fed rate hikes.
Moat and Competitive Advantages
Competitive Edge
USFR's laddered maturity strategy offers a balance between yield and duration risk, potentially appealing to investors seeking a predictable income stream. Furthermore, USFR employs a quality and value screen on the underlying treasury bonds, adding an element of smart beta strategy which can potentially improve returns. Its lower expense ratio can be attractive compared to some competitors. These factors make it a potentially more attractive option than plain vanilla treasury ETFs.
Risk Analysis
Volatility
Volatility is generally low due to the ETF's focus on short-term Treasury securities.
Market Risk
The primary market risk is interest rate risk, as Treasury yields can fluctuate based on economic conditions and monetary policy.
Investor Profile
Ideal Investor Profile
Ideal for risk-averse investors seeking a stable income stream and capital preservation, particularly those concerned about interest rate risk.
Market Risk
Suitable for long-term investors seeking a conservative fixed income allocation and short-term tactical allocations.
Summary
USFR is a short-term Treasury ETF employing a laddered maturity strategy, aiming to provide income and capital preservation. It suits risk-averse investors seeking stable returns. Its competitive advantage includes a laddered strategy, and a lower expense ratio compared to some peers. The fund's performance is closely tied to interest rate movements and macroeconomic factors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly and past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 WisdomTree 1-3 Year Laddered Treasury Fund
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of its net assets in U.S. Treasuries that have a remaining maturity of one to three years and investments that have economic characteristics that are substantially similar to the economic characteristics of such Treasuries. The index is composed of fixed-rate coupon U.S. Treasury securities maturing in 1 to 3 years or with remaining maturities between 1 and 3 years. The fund is non-diversified.
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.