2025 is likely to be a difficult year for the markets due to a possible recession, and geopolitical escalation. Thus, short-term cash investments, such as SHY, are expected to outperform the stock market indices across all factors. 12-month T-Bill yields 4.25%, SHY yield is 3.85%.
Shorter duration ETFs are sensible right now due to potential inflationary effects from Trump's policies and rhetoric, which could lead to the need to keep rates higher than markets hope. SHY's moderate duration and expense ratio may not be optimal; as there are lower expense ratio, but similar duration ETFs like ISTB or even shorter duration ETFs like FLOT. Nonetheless, SHY at least somewhat addresses the thesis that higher for longer is more likely already, with Trump prepping America for what's to come under his administration.
The broader stock markets are really starting to heat up heading into the election.
![]() SHY 3 months ago | Other | $0.25 Per Share |
![]() SHY 4 months ago | Other | $0.27 Per Share |
![]() SHY 5 months ago Paid | Monthly | $0.28 Per Share |
![]() SHY 6 months ago Paid | Monthly | $0.27 Per Share |
![]() SHY 7 months ago Paid | Monthly | $0.28 Per Share |
![]() SHY 3 months ago | Other | $0.25 Per Share |
![]() SHY 4 months ago | Other | $0.27 Per Share |
![]() SHY 5 months ago Paid | Monthly | $0.28 Per Share |
![]() SHY 6 months ago Paid | Monthly | $0.27 Per Share |
![]() SHY 7 months ago Paid | Monthly | $0.28 Per Share |
Asset Management Industry | Financial Services Sector | - CEO | XSGO Exchange | US4642874576 ISIN |
US Country | - Employees | - Last Dividend | - Last Split | - IPO Date |
The referenced company operates as an investment fund, focusing on achieving investment results that correspond to the performance of a specified underlying index. This index is designed to measure the performance of public obligations of the U.S. Treasury with maturities ranging from more than one year to less than three years. To closely track the performance of this underlying index, the company commits to investing a significant portion of its assets directly in the component securities of the index and in U.S. Treasury securities. Specifically, at least 80% of the fund's assets are allocated to the component securities of the index, and at least 90% of the fund's assets are invested in U.S. Treasury securities, as selected by BFA. This strategy is intended to offer investors exposure to short-term U.S. Treasury securities, capitalizing on the security and predictability of government-backed obligations.
The company specializes in offering investment opportunities that are designed to track the performance of a meticulously selected index. These products are structured to cater to investors seeking exposure to U.S. Treasury securities with short to medium-term maturities.
This product is focused on replicating the performance of an underlying index that measures the performance of short to medium-term U.S. Treasury obligations. By committing at least 80% of its assets to the component securities of the index, the fund aims to closely mimic the index’s performance, offering investors a transparent and efficient way to gain exposure to U.S. Treasuries.
In alignment with its strategy to track the underlying index, the fund invests at least 90% of its assets in U.S. Treasury securities. BFA carefully selects these securities based on their ability to help the fund achieve its investment objective. This approach provides investors with a focused investment in U.S. government securities, which are known for their safety and reliability.