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Upturn AI SWOT - About
VictoryShares USAA Core Short-Term Bond ETF (USTB)
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Upturn Advisory Summary
09/16/2025: 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 15.18% | Avg. Invested days 109 | 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 09/16/2025 |
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 high-quality, short-term U.S. dollar-denominated fixed income securities.
Reputation and Reliability
VictoryShares is known for offering strategic beta ETFs and is considered a reliable issuer with a growing presence in the ETF market.
Management Expertise
The management team at VictoryShares has considerable experience in fixed income investing and ETF management.
Investment Objective
Goal
To provide current income while maintaining liquidity and preserving capital.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index, instead employing an active management strategy.
Composition The ETF primarily holds U.S. dollar-denominated investment-grade short-term bonds, including government, corporate, and securitized debt.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 2710000000
Competitors
Key Competitors
- BSV
- ISTB
- VGSH
- SCHO
Competitive Landscape
The short-term bond ETF market is highly competitive, with several large players. USTB differentiates itself through active management, but it faces stiff competition from passively managed, low-cost ETFs. BSV, VGSH and SCHO offer lower expense ratios, a significant advantage in this space. ISTB focuses on investment grade bonds providing similar credit risk.
Financial Performance
Historical Performance: Historical performance data is readily available, showing its returns over various periods (1-year, 3-year, 5-year, 10-year since inception).
Benchmark Comparison: The ETF is benchmarked against short-term bond market indices; comparisons demonstrate how its active management performs relative to passive benchmarks.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
USTB exhibits adequate liquidity with an average daily trading volume, facilitating easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and Federal Reserve policy significantly impact USTB's performance.
Growth Trajectory
The ETF's growth is closely tied to the demand for short-term fixed income investments and the success of its active management strategy. Growth is steady.
Moat and Competitive Advantages
Competitive Edge
USTB's active management aims to outperform passive benchmarks by strategically selecting bonds and adjusting duration based on market conditions. This approach differentiates it from index-tracking ETFs, potentially delivering higher returns, but with added management risk. Its focus on high-quality bonds also provides a measure of safety during economic downturns.
Risk Analysis
Volatility
USTB's volatility is relatively low due to its focus on short-term bonds, making it a more stable investment compared to longer-duration or higher-yield bond ETFs.
Market Risk
USTB is subject to interest rate risk; rising interest rates can negatively impact bond prices. Credit risk is minimal due to the ETF's focus on investment-grade bonds.
Investor Profile
Ideal Investor Profile
USTB is suitable for conservative investors, retirees, or those seeking a stable income stream with minimal principal risk.
Market Risk
USTB is best for long-term investors seeking capital preservation and income, rather than active traders looking for short-term gains.
Summary
VictoryShares USAA Core Short-Term Bond ETF (USTB) aims to provide income while preserving capital through investment in high-quality, short-term bonds. Its active management seeks to outperform passive benchmarks but comes at a slightly higher expense ratio. USTB is suitable for conservative investors looking for stability and income in a low-volatility environment. Its performance is closely tied to interest rate movements and overall market conditions, making it a useful tool for diversification and risk management.
Peer Comparison
Sources and Disclaimers
Data Sources:
- VictoryShares Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation 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 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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