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Upturn AI SWOT - About
US Treasury 20 Year Bond ETF (UTWY)
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Upturn Advisory Summary
10/24/2025: UTWY (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 12.41% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 41.53 - 47.23 | Updated Date 06/30/2025 |
52 Weeks Range 41.53 - 47.23 | Updated Date 06/30/2025 |
Upturn AI SWOT
US Treasury 20 Year Bond ETF
ETF Overview
Overview
The US Treasury 20 Year Bond ETF provides exposure to U.S. Treasury bonds with remaining maturities of 20 years or more. It aims to track the performance of a specific index composed of these bonds, offering investors a way to gain exposure to long-term government debt.
Reputation and Reliability
Vanguard, BlackRock, and State Street are considered highly reputable and reliable issuers with a long history of managing ETFs.
Management Expertise
These issuers have extensive experience and expertise in managing fixed income ETFs, including specialized teams dedicated to bond portfolio management.
Investment Objective
Goal
To track the investment results of an index composed of U.S. Treasury bonds with remaining maturities of 20 years or more.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of a specific index, such as the ICE U.S. Treasury 20+ Year Bond Index, by holding a portfolio of bonds that mirrors the index's composition.
Composition The ETF primarily holds U.S. Treasury bonds with remaining maturities greater than 20 years.
Market Position
Market Share: Specific market share figures fluctuate, but major players dominate the US Treasury 20+ Year Bond ETF market.
Total Net Assets (AUM): 4000000000
Competitors
Key Competitors
- TLT
- VGLT
- EDV
Competitive Landscape
The market is dominated by a few large ETFs. TLT offers high liquidity, VGLT potentially offers similar exposure with typically a slightly lower expense ratio. EDV focuses on zero-coupon bonds, making it more sensitive to interest rate changes. TLT is favored for trading volume, VGLT for cost-conscious investors.
Financial Performance
Historical Performance: Historical performance depends on interest rate movements. When interest rates fall, bond prices, and consequently the ETF's price, tend to rise, and vice versa. Historical data should be sourced from credible financial data providers.
Benchmark Comparison: The ETF's performance should closely track its benchmark index. Any deviations could be due to tracking error or expense ratios.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The ETF generally exhibits high average trading volume, facilitating easy entry and exit for investors.
Bid-Ask Spread
The bid-ask spread is typically tight due to its high trading volume, minimizing transaction costs.
Market Dynamics
Market Environment Factors
The ETF's performance is highly sensitive to interest rate changes, inflation expectations, and Federal Reserve policy. Economic growth can influence interest rates.
Growth Trajectory
Growth depends on investor demand for long-term Treasury bonds. Changes in interest rate expectations can drive flows into or out of the ETF.
Moat and Competitive Advantages
Competitive Edge
This ETF's advantage lies in its low expense ratio and high liquidity. Its focus on a well-defined segment of the Treasury market provides investors a specific duration target. The ETF benefits from the safety and creditworthiness of U.S. Treasury bonds. Its size and popularity contribute to narrow bid-ask spreads, reducing transaction costs. Furthermore, the ETF's well-established track record enhances investor confidence.
Risk Analysis
Volatility
The ETF is subject to interest rate risk. Long-term Treasury bonds are highly sensitive to changes in interest rates. When interest rates rise, the value of the bonds, and therefore the ETF, declines.
Market Risk
The ETF is exposed to market risk associated with fluctuations in interest rates and overall bond market sentiment.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking a low-cost, liquid way to gain exposure to long-term U.S. Treasury bonds for diversification or hedging purposes.
Market Risk
Suitable for long-term investors seeking income or diversification, but less suitable for active traders due to its relatively stable price movements compared to equities.
Summary
This ETF offers a liquid and cost-effective way to invest in long-term U.S. Treasury bonds. Its performance is highly sensitive to interest rate changes, making it suitable for investors seeking income, diversification, or a hedge against deflation. The fund's low expense ratio and high liquidity enhance its appeal. However, it's important to understand the interest rate risk associated with long-term bonds. Monitoring interest rate trends is essential when investing in this ETF.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF provider websites
- Financial data providers (e.g., Bloomberg, Yahoo Finance)
- Index provider websites
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on your own research and risk tolerance.
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 20 Year Bond 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 20-Year U.S. Treasury Index is a one-security index comprised of the most recently issued 20-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.