BBLB

📎 Investment Objective

The JPMorgan BetaBuilders U.S. Treasury Bond 20+ Year ETF seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the ICE BofA 20+ Year US Treasury Index.

✨ Key Features

• Provides exposure to long-term U.S. Treasury bonds with maturities over 20 years
• Passively managed to track the performance of the ICE BofA 20+ Year US Treasury Index
• Low expense ratio of 0.00%
• Relatively new fund with limited performance history

⚠️ Primary Risks

• Interest rate risk: The value of the fund's holdings may decline as interest rates rise
• Concentration risk: The fund is concentrated in U.S. Treasury bonds, which may be more volatile than a more diversified fixed income portfolio
• Liquidity risk: The market for long-term Treasury bonds may be less liquid than shorter-term bonds, which could impact the fund's ability to sell positions
• Tracking error risk: The fund may not perfectly track the performance of the underlying index due to various factors

👤 Best For

This ETF may be suitable for investors seeking exposure to long-term U.S. Treasury bonds as part of a diversified fixed income allocation. It may be appropriate for investors with a lower risk tolerance and a longer investment horizon who are looking for stable income and capital preservation.