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Upturn AI SWOT - About
F/m 2-Year Investment Grade Corporate Bond ETF (ZTWO)
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Upturn Advisory Summary
08/14/2025: ZTWO (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 7.12% | Avg. Invested days 101 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 47.73 - 50.77 | Updated Date 06/30/2025 |
52 Weeks Range 47.73 - 50.77 | Updated Date 06/30/2025 |
Upturn AI SWOT
F/m 2-Year Investment Grade Corporate Bond ETF
ETF Overview
Overview
The F/m 2-Year Investment Grade Corporate Bond ETF aims to provide current income by investing in a portfolio of U.S. dollar-denominated investment-grade corporate bonds with maturities of approximately two years.
Reputation and Reliability
Issuer reputation is generally based on fund performance and adherence to investment objectives, but without a specific ticker symbol, it is hard to determine.
Management Expertise
Management expertise varies depending on the specific fund management team assigned, but without a specific ticker symbol, it is hard to determine.
Investment Objective
Goal
To provide current income by investing in a portfolio of U.S. dollar-denominated investment-grade corporate bonds with maturities of approximately two years.
Investment Approach and Strategy
Strategy: The ETF likely tracks a specific index or uses a rules-based approach to select and weight bonds.
Composition The ETF primarily holds investment-grade corporate bonds.
Market Position
Market Share: Data Unavailable - Market share depends on the specific ETF and its ticker symbol.
Total Net Assets (AUM): Data Unavailable - AUM depends on the specific ETF and its ticker symbol.
Competitors
Key Competitors
- VGSH
- SCHO
- ISTB
- BSCI
- SPSB
Competitive Landscape
The short-term investment-grade corporate bond ETF market is competitive, with several established players. The success of this fund depends on factors like expense ratio, tracking error, and brand recognition. Competitors offer similar exposure, creating a price-sensitive market.
Financial Performance
Historical Performance: Data Unavailable - Historical performance depends on the specific ETF and its ticker symbol.
Benchmark Comparison: Data Unavailable - Benchmark comparison depends on the specific ETF and its ticker symbol.
Expense Ratio: Data Unavailable - Expense ratio depends on the specific ETF and its ticker symbol.
Liquidity
Average Trading Volume
Average trading volume depends on the specific ETF and its ticker symbol, impacting ease of entry and exit.
Bid-Ask Spread
Bid-ask spread varies and depends on the specific ETF and its ticker symbol reflecting the cost of immediate trading.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and credit spreads significantly influence the performance of short-term corporate bond ETFs.
Growth Trajectory
The growth trajectory depends on investor demand for short-term fixed income and the ETF's ability to attract assets.
Moat and Competitive Advantages
Competitive Edge
The ETF's competitive edge could stem from a lower expense ratio, superior tracking of its target index, or a unique approach to bond selection. However, without a ticker symbol, determining specific advantages is impossible. Success depends on attracting investors seeking low-risk fixed-income exposure and demonstrating consistent performance. A strong distribution network and effective marketing also contribute to attracting assets.
Risk Analysis
Volatility
Volatility is generally low for short-term investment-grade corporate bond ETFs compared to equity ETFs, but it's affected by interest rate movements.
Market Risk
Market risk includes interest rate risk, credit risk (though minimized by focusing on investment-grade bonds), and liquidity risk.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse and seeks current income with minimal capital appreciation potential.
Market Risk
Suitable for long-term investors seeking stability, or as a component of a diversified portfolio.
Summary
The F/m 2-Year Investment Grade Corporate Bond ETF is designed for investors seeking current income from short-term investment-grade corporate bonds. Its performance is closely tied to interest rate movements and credit spreads. The ETF's success depends on its expense ratio, tracking error, and ability to attract assets in a competitive market. It is a low-risk option suitable for conservative investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar.com
- Bloomberg.com
Disclaimers:
Data is based on general knowledge of similar ETFs and may not precisely reflect the specific ETF's characteristics due to the lack of a specific ticker symbol. Market share data is based on competitor data; actual market share is unknown.
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 F/m 2-Year Investment Grade Corporate Bond ETF
Exchange NYSE ARCA | 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 investment grade corporate bonds that have at least 1.5 years, but less than 2.5 years, remaining to maturity.
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.