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XBIL
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US Treasury 6 Month Bill ETF (XBIL)

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$50
Last Close (24-hour delay)
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PASS
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Upturn Advisory Summary

07/03/2025: XBIL (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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 0%
Avg. Invested days 0
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 07/03/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 47.91 - 50.16
Updated Date 06/30/2025
52 Weeks Range 47.91 - 50.16
Updated Date 06/30/2025

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US Treasury 6 Month Bill ETF

ETF Overview

overview logo Overview

The US Treasury 6 Month Bill ETF aims to provide investors with exposure to short-term U.S. Treasury bills with a maturity of approximately six months. It focuses on providing a low-risk, liquid investment option for capital preservation and income generation. The ETF invests in a portfolio of Treasury bills. Its investment strategy centers around maintaining a portfolio of these short-term instruments.

reliability logo Reputation and Reliability

Issuer is generally considered reliable with a solid track record in offering fixed-income ETFs.

reliability logo Management Expertise

The management team has substantial experience in fixed-income investing and managing Treasury securities.

Investment Objective

overview logo Goal

To provide investment results that closely correspond, before fees and expenses, to the price and yield performance of the ICE US Treasury 6-Month Bill Index.

Investment Approach and Strategy

Strategy: The ETF seeks to track the ICE US Treasury 6-Month Bill Index. This is a passive investment strategy.

Composition The ETF primarily holds U.S. Treasury bills with a maturity of around 6 months. Its composition mainly consists of short-term U.S. government debt.

Market Position

Market Share: The ETF holds a significant market share within the ultra-short-term Treasury ETF segment.

Total Net Assets (AUM): 500000000

Competitors

overview logo Key Competitors

  • SGOV
  • BIL
  • TBIL

Competitive Landscape

The competitive landscape is characterized by several established players offering similar exposure to short-term Treasury bills. US Treasury 6 Month Bill ETF competes based on expense ratio, tracking error, and AUM. A disadvantage may be its lower AUM compared to larger competitors, impacting liquidity.

Financial Performance

Historical Performance: Historical performance generally reflects the yield of short-term Treasury bills. Returns are typically low but stable.

Benchmark Comparison: The ETF's performance should closely track its benchmark, the ICE US Treasury 6-Month Bill Index, with minimal tracking error.

Expense Ratio: 0.05

Liquidity

Average Trading Volume

Average trading volume is moderate, reflecting sufficient liquidity for most investors.

Bid-Ask Spread

The bid-ask spread is typically tight, reflecting the highly liquid nature of Treasury bills.

Market Dynamics

Market Environment Factors

Economic indicators, Federal Reserve policy, and interest rate movements significantly impact the ETF's performance.

Growth Trajectory

The growth trajectory depends on investor demand for short-term, low-risk investments and the overall interest rate environment. There have been no significant changes to strategy or holdings recently.

Moat and Competitive Advantages

Competitive Edge

US Treasury 6 Month Bill ETF's competitive advantage lies in providing targeted exposure to the 6-month Treasury bill maturity, offering a specific duration profile for investors. Its low expense ratio can also attract cost-conscious investors. This ETF suits investors seeking a safe haven during market uncertainty. The ETF provides liquidity compared to directly purchasing Treasury bills.

Risk Analysis

Volatility

Volatility is generally very low, reflecting the low-risk nature of U.S. Treasury bills.

Market Risk

Market risk is primarily interest rate risk. Rising interest rates could negatively impact the ETF's yield, although the short maturity mitigates this risk.

Investor Profile

Ideal Investor Profile

The ideal investor is a risk-averse individual or institution seeking capital preservation, short-term income, or a safe haven for funds during periods of market volatility.

Market Risk

The ETF is best suited for long-term investors seeking stability, active traders looking for short-term opportunities, or passive index followers aiming to replicate the performance of short-term Treasury bills.

Summary

The US Treasury 6 Month Bill ETF offers investors a low-risk and liquid way to invest in short-term U.S. Treasury bills. It is designed for capital preservation and income generation. Its performance closely tracks the ICE US Treasury 6-Month Bill Index. Ideal for risk-averse investors, it provides a stable investment option during market uncertainty. The ETF's low expense ratio and targeted exposure to the 6-month maturity make it a competitive offering.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • ETF provider website
  • Financial news sources
  • Index provider website

Disclaimers:

Data is based on available information and may not be fully comprehensive. Investment decisions should be based on individual financial circumstances and risk tolerance.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About US Treasury 6 Month Bill 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 underlying index is comprised of a single issue purchased at the beginning of the month and held for a full month.