Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
US Treasury 7 Year Note ETF (USVN)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: 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 9.34% | Avg. Invested days 77 | 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 08/14/2025 |
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 U.S. Treasury securities with remaining maturities of approximately seven years. They offer a liquid and efficient way to invest in this segment of the fixed income market, offering a blend of yield and relative safety.
Reputation and Reliability
Issuers of these ETFs are typically well-established financial institutions with a strong track record in managing fixed income products.
Management Expertise
Management teams possess extensive experience in fixed income investing, with expertise in bond valuation, yield curve analysis, and portfolio construction.
Investment Objective
Goal
The primary investment goal is to track the performance of an index composed of U.S. Treasury securities with remaining maturities of approximately seven years.
Investment Approach and Strategy
Strategy: These ETFs generally employ a passive investment strategy, seeking to replicate the returns of a specific benchmark index.
Composition The ETFs hold a portfolio of U.S. Treasury notes with maturities centered around seven years. The specific holdings are determined by the underlying index.
Market Position
Market Share: Varies by specific ETF and issuer; generally, a few key players dominate the market.
Total Net Assets (AUM): Dependent on specific ETF but generally represents a significant portion of the total treasury ETF market.
Competitors
Key Competitors
- IEF
- SPTL
- VGIT
- GOVT
Competitive Landscape
The competitive landscape is dominated by a few large issuers. Advantages depend on expense ratios, tracking error, and liquidity, while disadvantages may stem from higher costs or less precise index tracking.
Financial Performance
Historical Performance: Track record aligns closely with the performance of intermediate-term U.S. Treasury bonds, varying with interest rate movements.
Benchmark Comparison: Designed to closely track the benchmark index, with deviations resulting from expense ratios and trading costs.
Expense Ratio: Expense ratios are typically low, ranging from 0.05% to 0.15%.
Liquidity
Average Trading Volume
Average trading volume is moderate to high, indicating relatively good liquidity.
Bid-Ask Spread
Bid-ask spreads are generally tight, reflecting the liquidity of the underlying U.S. Treasury market.
Market Dynamics
Market Environment Factors
Interest rate movements, inflation expectations, and Federal Reserve policy decisions heavily influence the performance of these ETFs.
Growth Trajectory
Growth is tied to the overall demand for fixed income investments and investor sentiment regarding U.S. Treasury securities.
Moat and Competitive Advantages
Competitive Edge
Competitive advantages stem from low expense ratios and precise index tracking, strong brand recognition, or higher liquidity; differences are marginal, and expense ratio plays a key role. Some ETFs may offer slight tracking differences which leads to better performance. Large asset under management allow for lower expense ratios. The competitive edge is determined by expense ratios and tracking error.
Risk Analysis
Volatility
Volatility is moderate, driven by interest rate sensitivity. Rising rates negatively impact bond values, while falling rates positively impact them.
Market Risk
Exposure to interest rate risk is the primary concern. Credit risk is minimal due to the backing of the U.S. government.
Investor Profile
Ideal Investor Profile
Ideal for investors seeking stable income, diversification, or a hedge against equity market volatility. Suitable for those with a moderate risk tolerance.
Market Risk
Best suited for long-term investors, passive index followers, or those seeking a component for a diversified fixed income portfolio.
Summary
US Treasury 7 Year Note ETFs offer exposure to intermediate-term U.S. Treasury securities. They provide a liquid and low-cost way to gain access to this segment of the fixed income market. Performance is heavily influenced by interest rate movements. They are a suitable option for investors seeking stable income and diversification.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF provider websites
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own due diligence 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.