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US Treasury 7 Year Note ETF (USVN)
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Upturn Advisory Summary
11/05/2025: USVN (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 10.94% | Avg. Invested days 97 | 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 11/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 45.52 - 48.87 | Updated Date 06/30/2025 |
52 Weeks Range 45.52 - 48.87 | Updated Date 06/30/2025 |
Upturn AI SWOT
US Treasury 7 Year Note ETF
ETF Overview
Overview
US Treasury 7 Year Note ETFs provide exposure to US Treasury securities with remaining maturities of approximately seven years. They offer a way to invest in a specific segment of the US Treasury yield curve, often used for hedging interest rate risk or seeking stable income.
Reputation and Reliability
Issuers of US Treasury ETFs are typically large, established financial institutions with a strong reputation and a long track record.
Management Expertise
Management teams generally consist of experienced professionals with expertise in fixed income markets and ETF management.
Investment Objective
Goal
To track the performance of US Treasury securities with a maturity of approximately 7 years.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the returns of a specific index composed of US Treasury notes with maturities around 7 years.
Composition The ETF holds a basket of US Treasury notes. They invest in a diversified pool of US Treasury securities.
Market Position
Market Share: Varies depending on the specific ETF; some issuers dominate.
Total Net Assets (AUM): Varies widely. Data unavailable. (Needs to be provided by Data Team).
Competitors
Key Competitors
- IEF
- VGIT
- SCHR
Competitive Landscape
The competitive landscape is characterized by several large ETF providers offering similar US Treasury ETFs. Competition is based on expense ratios, tracking error, and liquidity. US Treasury 7 Year Note ETFs have similar advantages to competitors: transparent holding, lower expense ratio, diversification. Disadvantages include: No tax efficiency advantage.
Financial Performance
Historical Performance: Historical performance mirrors the returns of 7-year US Treasury notes, influenced by interest rate movements. Performance numbers are dynamic and unavailable without a specific ticker.
Benchmark Comparison: The ETF's performance is typically compared to benchmarks like the Bloomberg Barclays 7-10 Year U.S. Treasury Index.
Expense Ratio: Expense ratios are typically low, generally between 0.05% and 0.15%.
Liquidity
Average Trading Volume
The average trading volume varies depending on the ETF, but generally is moderate to high, reflecting the high liquidity of US Treasury securities.
Bid-Ask Spread
The bid-ask spread is typically narrow, indicating ease of trading.
Market Dynamics
Market Environment Factors
Economic growth, inflation expectations, and Federal Reserve policy decisions all impact the yield curve and, consequently, the performance of US Treasury 7 Year Note ETFs.
Growth Trajectory
Growth trends depend on investor demand for fixed income exposure, particularly during periods of economic uncertainty or rising interest rates. There are typically no changes to strategy and holdings except for rebalancing.
Moat and Competitive Advantages
Competitive Edge
US Treasury 7 Year Note ETFs offer investors a liquid and low-cost way to access the 7-year segment of the US Treasury yield curve. Their competitive edge lies in providing targeted exposure, diversification, and ease of trading within the broader fixed income market. No investment management is required as the goal is to track to index. The market is competitive based on tracking error and expense ratio which are hard to meaningfully differentiate.
Risk Analysis
Volatility
Volatility is generally low, as US Treasury securities are considered relatively safe assets. Duration risk (sensitivity to interest rate changes) is the primary risk.
Market Risk
The primary market risk is interest rate risk. Rising interest rates can lead to a decline in the value of the ETF.
Investor Profile
Ideal Investor Profile
Investors seeking stable income, hedging against interest rate risk, or diversifying a portfolio with low-risk assets are ideal investors.
Market Risk
Suitable for long-term investors seeking stable income and diversification, as well as active traders who use these ETFs to express views on interest rate movements.
Summary
US Treasury 7 Year Note ETFs offer targeted exposure to the 7-year segment of the US Treasury yield curve. These ETFs are generally low-risk, liquid instruments suitable for income-seeking investors or those looking to hedge interest rate risk. Performance is directly tied to movements in US Treasury yields, making them sensitive to changes in monetary policy and economic conditions. They provide diversification benefits and serve as a valuable tool for managing fixed income portfolios.
Similar ETFs
Sources and Disclaimers
Data Sources:
- ETF issuer websites
- Financial news outlets (e.g., Bloomberg, Reuters)
- Index provider websites
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should 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 US Treasury 7 Year Note ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, F/m Investments LLC (the "Adviser") seeks to achieve the fund"s investment objective by investing at least 80% of the fund"s net assets (plus any borrowings for investment purposes) in the component securities of the underlying index. The ICE BofA Current 7-Year U.S. Treasury Index is a one-security index comprised of the most recently issued 7-year U.S. treasury note.
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.