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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
10/24/2025: 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 8.52% | Avg. Invested days 120 | 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 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 seeks to provide current income by investing primarily in U.S. dollar-denominated investment-grade corporate bonds with maturities between one and three years. It aims to offer a diversified portfolio of short-term corporate bonds.
Reputation and Reliability
Information on the issuer's reputation and reliability is not available.
Management Expertise
Information on the management team's expertise is not available.
Investment Objective
Goal
The primary investment goal is to provide current income.
Investment Approach and Strategy
Strategy: The ETF aims to invest in U.S. dollar-denominated investment-grade corporate bonds with maturities between one and three years.
Composition The ETF holds a portfolio of investment-grade corporate bonds.
Market Position
Market Share: Data regarding the ETFu2019s specific market share is not readily available.
Total Net Assets (AUM): Total AUM data for the ETF is not readily available.
Competitors
Key Competitors
- Near-dated investment grade corporate bond ETFs such as VCSH (Vanguard Short-Term Corporate Bond ETF)
- ISTB (iShares Core 1-5 Year USD Bond ETF)
- SPSB (SPDR Portfolio Short Term Corporate Bond ETF)
Competitive Landscape
The competitive landscape is characterized by several established ETFs with significant AUM. The F/m 2-Year Investment Grade Corporate Bond ETF likely differentiates itself through its specific maturity range or underlying bond selection criteria. Larger competitors benefit from economies of scale, brand recognition, and potentially tighter bid-ask spreads.
Financial Performance
Historical Performance: Historical performance data for the ETF is not readily available.
Benchmark Comparison: Benchmark comparison data for the ETF is not readily available.
Expense Ratio: The expense ratio data for the ETF is not readily available.
Liquidity
Average Trading Volume
Average trading volume data for the ETF is not readily available.
Bid-Ask Spread
Bid-ask spread data for the ETF is not readily available.
Market Dynamics
Market Environment Factors
The ETF's performance is influenced by interest rate movements, credit spreads, and overall economic conditions. Rising interest rates generally negatively impact bond prices, while widening credit spreads indicate increased risk aversion.
Growth Trajectory
Growth depends on factors such as investor demand for short-term corporate bond exposure, relative performance, and marketing efforts. Changes to strategy and holdings are not specified.
Moat and Competitive Advantages
Competitive Edge
Without specific information, it's difficult to define a competitive edge for the F/m 2-Year Investment Grade Corporate Bond ETF. It may offer a specific bond selection methodology, a unique expense structure, or target a niche within the short-term corporate bond market. This ETF might offer a slightly different duration profile within the short-term space, potentially appealing to investors with very specific maturity preferences. The success depends on demonstrating superior risk-adjusted returns.
Risk Analysis
Volatility
Volatility data for the ETF is not readily available.
Market Risk
The ETF is subject to interest rate risk, credit risk (the risk that an issuer defaults), and liquidity risk. Changes in interest rates can significantly impact the value of the bonds held by the ETF.
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-averse individual or institution seeking current income and capital preservation, with a short-term investment horizon. This ETF may suit investors looking for less interest rate sensitivity than longer-term bond funds.
Market Risk
The ETF is more suitable for long-term investors or passive index followers who want exposure to short-term corporate bonds as part of a diversified portfolio.
Summary
The F/m 2-Year Investment Grade Corporate Bond ETF aims to provide income by investing in short-term investment-grade corporate bonds. Its performance is influenced by interest rate movements and credit spreads. Ideal investors are risk-averse and seeking income with a short time horizon. It may face competition from larger, more established ETFs in the same category. The ETFu2019s success will depend on attracting assets and generating competitive risk-adjusted returns within its specific maturity niche.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Fact Sheets
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on thorough research and consultation with a qualified financial advisor.
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.