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Upturn AI SWOT - About
Bondbloxx ETF Trust - BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN)
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Upturn Advisory Summary
08/14/2025: XTEN (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 11.22% | Avg. Invested days 52 | 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 43.24 - 48.58 | Updated Date 06/29/2025 |
52 Weeks Range 43.24 - 48.58 | Updated Date 06/29/2025 |
Upturn AI SWOT
Bondbloxx ETF Trust - BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
ETF Overview
Overview
The BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Bloomberg Ten Year Target Duration US Treasury Index. The fund invests in U.S. Treasury securities with a targeted duration of approximately ten years. It is designed for investors seeking exposure to the intermediate-term U.S. Treasury market.
Reputation and Reliability
BondBloxx is a relatively new ETF issuer focused on fixed income ETFs. Their reputation is still developing but they are backed by experienced professionals in the ETF and fixed income space.
Management Expertise
The management team has experience in fixed income portfolio management and ETF operations.
Investment Objective
Goal
To provide investment results that closely correspond, before fees and expenses, to the performance of the Bloomberg Ten Year Target Duration US Treasury Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the Bloomberg Ten Year Target Duration US Treasury Index.
Composition The ETF primarily holds U.S. Treasury securities.
Market Position
Market Share: XTEN holds a relatively small market share compared to larger, more established Treasury ETFs.
Total Net Assets (AUM): 81858231
Competitors
Key Competitors
- IEF
- TLH
- VGIT
Competitive Landscape
The competitive landscape is dominated by established players like iShares (IEF) and Vanguard (VGIT) who benefit from greater brand recognition and larger AUM. XTEN differentiates itself with its BondBloxx brand and may focus on a different investor segment or distribution strategy. However, it faces significant competition in attracting assets from the larger players. XTEN has a lower expense ratio compared to TLH.
Financial Performance
Historical Performance: Historical performance data is available, reflecting the movements in U.S. Treasury yields.
Benchmark Comparison: The ETF's performance is designed to closely track the Bloomberg Ten Year Target Duration US Treasury Index.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the liquidity of the underlying U.S. Treasury market.
Market Dynamics
Market Environment Factors
Economic indicators, inflation expectations, and Federal Reserve policy decisions influence the performance of the ETF.
Growth Trajectory
Growth trends are influenced by investor demand for U.S. Treasury exposure and the overall interest rate environment; changes to holdings reflect roll-down the treasury curve.
Moat and Competitive Advantages
Competitive Edge
XTEN's advantage lies in BondBloxx's targeted approach to fixed income ETFs. It offers investors a focused exposure to the ten-year segment of the U.S. Treasury market. The ETF benefits from a lower expense ratio of 0.05% compared to some competitors such as TLH, which provides a cost benefit to investors. BondBloxx focuses specifically on fixed income.
Risk Analysis
Volatility
The ETF's volatility is moderate, reflecting the inherent volatility of U.S. Treasury bonds.
Market Risk
The ETF is subject to interest rate risk; rising interest rates may lead to a decline in the ETF's value.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking to manage duration or diversify their bond portfolios with exposure to U.S. Treasury securities.
Market Risk
The ETF is best for long-term investors seeking passive exposure to the ten-year U.S. Treasury market.
Summary
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) offers targeted exposure to the ten-year U.S. Treasury market. The ETF aims to track the performance of the Bloomberg Ten Year Target Duration US Treasury Index and benefits from a BondBloxx's focus on fixed income ETFs. With a reasonable expense ratio, it's suitable for investors seeking passive exposure to intermediate-term U.S. Treasury bonds, but the ETF faces stiff competition. Investors should consider the risks associated with interest rate fluctuations before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Bloomberg
- BondBloxx ETF Trust Website
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investors should conduct their own research and consult with a 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 Bondbloxx ETF Trust - BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in a portfolio of U.S. Treasury securities that collectively have an average duration of approximately 10 years, either directly or indirectly (e.g., through derivatives). The index is comprised of certain U.S. Treasury notes and bonds that are included in the Bloomberg US Treasury Index. It is non-diversified.
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.