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Upturn AI SWOT - About
WisdomTree 1-3 Year Laddered Treasury Fund (USSH)
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Upturn Advisory Summary
08/14/2025: 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 6.13% | Avg. Invested days 90 | 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 08/14/2025 |
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: USFR) seeks to provide current income by investing in U.S. Treasury securities with maturities between one and three years, utilizing a laddered approach to mitigate interest rate risk.
Reputation and Reliability
WisdomTree is a well-known ETF issuer with a solid reputation for innovative and transparent investment products.
Management Expertise
WisdomTree has a seasoned management team with experience in developing and managing fixed-income ETFs.
Investment Objective
Goal
To provide current income while maintaining a relatively stable net asset value by investing in short-term U.S. Treasury securities.
Investment Approach and Strategy
Strategy: The fund employs a laddered strategy, holding Treasury securities with staggered maturities of one to three years.
Composition The ETF primarily holds U.S. Treasury notes and bills. No other assets included.
Market Position
Market Share: The USFR ETF possesses a moderate market share within the short-term treasury ETF segment.
Total Net Assets (AUM): 4170000000
Competitors
Key Competitors
- SHV
- BIL
- VGSH
- SGOV
Competitive Landscape
The short-term Treasury ETF market is competitive, with several established players. USFR benefits from WisdomTree's brand and laddered approach, which can be attractive to investors seeking a balance between yield and interest rate risk. However, larger ETFs like SHV and BIL benefit from greater liquidity and lower expense ratios.
Financial Performance
Historical Performance: USFR has delivered stable, modest returns consistent with short-term Treasury yields. 1-Year Trailing Returns: [3.72]; 3-Year Trailing Returns: [1.62]; 5-Year Trailing Returns: [1.28].
Benchmark Comparison: USFR's performance closely tracks the performance of its underlying index, the WisdomTree 1-3 Year Treasury Laddered Index.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
USFR exhibits good liquidity with a robust average trading volume, facilitating ease of entry and exit for investors.
Bid-Ask Spread
USFR generally has a tight bid-ask spread, minimizing transaction costs for investors.
Market Dynamics
Market Environment Factors
USFR's performance is influenced by factors such as Federal Reserve policy, interest rate movements, and overall economic conditions.
Growth Trajectory
USFR's growth is tied to investor demand for low-risk, income-generating investments, with assets tending to increase during periods of economic uncertainty or rising interest rates.
Moat and Competitive Advantages
Competitive Edge
USFR's laddered maturity structure offers a potential advantage by mitigating interest rate risk compared to ETFs that invest in a single maturity. The fund's focus solely on U.S. Treasury securities provides a high level of credit quality and transparency. WisdomTree's established reputation and marketing efforts also contribute to its competitive position. This unique strategy helps attract investors seeking a predictable income stream with reduced volatility and diversifies fixed income portfolios.
Risk Analysis
Volatility
USFR exhibits low volatility due to its investment in short-term U.S. Treasury securities.
Market Risk
The primary market risk for USFR is interest rate risk, as rising interest rates can negatively impact the fund's net asset value, although the laddered structure helps to mitigate this risk.
Investor Profile
Ideal Investor Profile
USFR is suitable for conservative investors, retirees, and those seeking a low-risk income stream or a safe haven asset to diversify their portfolio.
Market Risk
USFR is best suited for long-term investors seeking stable returns and capital preservation, and less suited for active traders looking for high growth potential.
Summary
The WisdomTree 1-3 Year Laddered Treasury Fund (USFR) offers investors a low-risk way to generate income from short-term U.S. Treasury securities. Its laddered maturity structure provides a degree of protection against interest rate fluctuations, making it a suitable choice for conservative investors and those seeking stability in their portfolio. The ETF's low expense ratio and strong liquidity further enhance its appeal. While returns are modest, they are consistent with the risk profile of its underlying assets, making it a good option for income-focused investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree Funds website
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investment decisions should be made based on individual financial circumstances and after consulting 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 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.