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VictoryShares USAA Core Short-Term Bond ETF (USTB)
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Upturn Advisory Summary
12/05/2025: USTB (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 15.68% | Avg. Invested days 121 | 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 12/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.27 | 52 Weeks Range 47.45 - 50.78 | Updated Date 06/29/2025 |
52 Weeks Range 47.45 - 50.78 | Updated Date 06/29/2025 |
Upturn AI SWOT
VictoryShares USAA Core Short-Term Bond ETF
ETF Overview
Overview
The VictoryShares USAA Core Short-Term Bond ETF (USTB) seeks to provide current income while maintaining liquidity and preserving capital by investing in a diversified portfolio of short-term investment-grade bonds.
Reputation and Reliability
VictoryShares is a recognized provider of ETFs, known for its rules-based investment approach and partnership with USAA Investments.
Management Expertise
The management team has considerable experience in fixed-income investing and ETF management, ensuring a disciplined approach to portfolio construction.
Investment Objective
Goal
The fund's goal is to provide current income while maintaining liquidity and preserving capital.
Investment Approach and Strategy
Strategy: The ETF is actively managed but seeks to maintain a portfolio with a weighted average maturity of 1 to 3 years, investing primarily in investment-grade U.S. dollar-denominated bonds.
Composition The ETF holds a diversified portfolio of U.S. government bonds, corporate bonds, and asset-backed securities, all with short-term maturities.
Market Position
Market Share: Data not available.
Total Net Assets (AUM): 265668904
Competitors
Key Competitors
- iShares Short Maturity Bond ETF (NEAR)
- PIMCO Enhanced Short Maturity Active ETF (MINT)
- SPDR Portfolio Short Term Corporate Bond ETF (SPSB)
Competitive Landscape
The short-term bond ETF market is competitive, with several established players. USTB distinguishes itself through its affiliation with USAA and its active management strategy. However, larger competitors with greater AUM may offer greater liquidity and potentially lower expense ratios, or a slightly different maturity/credit profile.
Financial Performance
Historical Performance: Historical financial data is unavailable to create a structure here.
Benchmark Comparison: Data for direct benchmark comparison is unavailable.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The average trading volume of USTB is moderate, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, suggesting efficient trading and minimal cost for entering or exiting positions.
Market Dynamics
Market Environment Factors
USTB's performance is influenced by factors such as interest rate movements, credit spreads, and overall economic conditions. Rising interest rates can negatively impact bond prices, while strong economic growth can improve credit quality.
Growth Trajectory
USTB's growth trajectory depends on its ability to attract and retain assets through competitive performance and effective marketing. Changes in interest rate expectations and investor preferences can also impact its growth.
Moat and Competitive Advantages
Competitive Edge
USTB benefits from VictoryShares' rules-based investment approach and its relationship with USAA, which enhances its brand recognition among USAA members. Its active management strategy provides flexibility to adjust the portfolio in response to changing market conditions. The focus on short-term bonds helps to mitigate interest rate risk, appealing to investors seeking capital preservation. The ETF's expense ratio is competitive within its category.
Risk Analysis
Volatility
USTB exhibits low volatility due to its focus on short-term, investment-grade bonds.
Market Risk
The primary market risk is interest rate risk, as rising rates can decrease bond values. Credit risk is also present, although minimized by the focus on investment-grade securities.
Investor Profile
Ideal Investor Profile
USTB is suitable for conservative investors, retirees, and those seeking a stable income stream with minimal capital risk.
Market Risk
This ETF is best suited for long-term investors seeking a low-risk, income-generating investment. It can also be used as a cash alternative or a component of a diversified portfolio.
Summary
VictoryShares USAA Core Short-Term Bond ETF (USTB) aims to provide current income while preserving capital through a diversified portfolio of short-term, investment-grade bonds. Its affiliation with USAA and active management strategy are distinguishing features. It is a suitable choice for conservative investors seeking a low-risk, income-producing asset. However, its overall liquidity and market share are comparatively smaller compared to main competitors. Consider USTB if you want a fund with an 8 basis point expense ratio that uses active bond selection.
Similar ETFs
Sources and Disclaimers
Data Sources:
- VictoryShares Website
- ETF.com
- SEC Filings
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investors should consult with a 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 VictoryShares USAA Core Short-Term Bond ETF
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 assets in debt securities and in derivatives and other instruments that have economic characteristics similar to such securities. It primarily invests in securities that have a dollar-weighted average portfolio maturity of three years or less. The fund may invest up to 20% of its net assets in foreign debt securities, including non-U.S. dollar-denominated securities and securities of companies in emerging market countries.
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