LWC SPDR Barclays Capital Long Term Corporate Bond ETF

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  • LWC
  • Category
  • Corporate Bonds
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LWC - Profile

Vitals

Investment Themes

Alternative ETFs in the Corporate Bonds Category

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Type Ticker Expense Ratio Assets Avg. Daily Vol YTD Return
Cheapest
Largest (AUM)
Most Liquid (Volume)
Top YTD Performer

Description

The index includes dollar-denominated debt from U.S. and non-U.S. industrial, utility, and financial institutions issuers with a duration of 10+ years.

Realtime Rating

LWC - Realtime Rating

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Realtime Rating Summary

LWC is a passive ETF that seeks to replicate Barclays Capital Long U.S. Corporate Index. The index includes dollar-denominated debt from U.S. and non-U.S. industrial, utility, and financial institutions issuers with a duration of 10+ years.

The adjacent table gives investors an individual Realtime Rating for LWC on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Corporate Bonds with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.

LWC Overall Realtime Rating:

A+ Overall Rated ETF:

Metric Metric Realtime Rating A+ Metric Rated ETF
Liquidity A- n/a
Expenses B+ n/a
Performance
Volatility
Dividend
Concentration

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LWC In-Depth Analysis

The following tables and charts contain in-depth metrics for LWC and compare it to similar peer ETFs within its ETFdb Category.

Holdings

LWC - Holdings

Filings Data as of: Jun 02, 2015
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Top Ten Holdings

  1. General Elec Cap Corp Mtn Be 5.875%
    0.67%
  2. General Elec Cap Corp Mtn Be 6.75%
    0.56%
  3. Goldman Sachs Grp 6.75%
    0.51%
  4. Verizon Comms 6.55%
    0.48%
  5. General Elec Cap Corp Mtn Be 6.875%
    0.43%
  6. Verizon Comms 5.012%
    0.40%
  7. At&T 5.35%
    0.40%
  8. Verizon Comms 144A 4.672%
    0.38%
  9. Deutsche Telekom Intl Fin B V 8.25%
    0.38%
  10. Glaxosmithkline Cap 6.375%
    0.37%

Concentration Analysis

This section compares how balanced and deep LWC is relative to the peer group ETFdb Category.

Number of Holdings
LWC Rank:
LWC 1352
Category Low
Category High
% Assets in Top 10
LWC Rank:
LWC 4.58%
Category Low
Category High

LWC Asset Allocation

Asset Percentage
U.S. Stocks 0.0%
International Stocks 0.0%
U.S. Bonds 86.81%
International Bonds 12.92%
Preferred Stock 0.0%
Convertibles 0.0%
Cash 0.27%
Other 0.0%

LWC Bond Sector Breakdown

Bond Sector Percentage
Treasury 0.0%
TIPS 0.0%
U.S. Agency 0.0%
MBS 0.0%
U.S. Corporate 0.0%
Asset-Backed 0.0%
Convertible 0.0%
Muni 0.0%
Foreign Government 0.0%
Foreign Corporate 0.0%
Other 100.0%

LWC Bond Detailed Sector Breakdown

Bond Sector Percentage
Corporate Bond 87.21%
Government 12.13%
Cash And Equivalents 0.27%
Asset Backed 0.23%
Convertible 0.17%
Agency Mortgage Backed 0.0%
Commercial Mortgage Backed 0.0%
Non Agency Residential Mortgage Backed 0.0%
Covered Bond 0.0%
Preferred 0.0%
Sector Swap 0.0%
Future Forward 0.0%
Bank Loan 0.0%
US Municipal Tax Advantaged 0.0%
Municipal Taxable 0.0%
Government Related 0.0%
Option Warrant 0.0%

LWC Coupon Breakdown

Coupon Range Percentage
0% to 1% 3.73%
1% to 2% 1.03%
2% to 3% 0.2%
3% to 4% 6.71%
4% to 5% 27.12%
5% to 6% 24.93%
6% to 7% 24.25%
7% to 8% 7.18%
8% to 9% 3.62%
9% to 10% 0.69%
Greater Than 10% 0.26%

LWC Credit Quality

Credit Percentage
AAA 2.26%
AA 5.43%
A 43.25%
BBB 49.08%
BB 0.0%
B 0.0%
Below B 0.0%
Not Rated 0.0%

LWC Maturity Breakdown

Maturity Percentage
Less Than 1 Year 0.0%
1-3 Years 0.0%
3-5 Years 0.0%
5-7 Years 0.0%
7-10 Years 0.84%
10-15 Years 5.65%
15-20 Years 14.96%
20-30 Years 72.86%
30+ Years 5.43%
Expense

LWC - Expenses & Fees

This section compares the cost efficiency of LWC to peers in the same ETFdb Category.

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Expenses Ratio Analysis

Expense Ratio
LWC Rank:
LWC 0.12%
Category Low
Category High

Commission Free Trading in LWC

LWC is not currently available for commission free trading on any platforms.

Category Commission Free Trading

There are 25 other ETFs in the Corporate Bonds ETFdb Category that are also eligible for commission free trading:

Performance

LWC - Performance

This section shows how LWC has performed relative to its peer group ETFdb Category.

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1 Week Return
LWC Rank:
LWC -0.08%
Category Low
Category High
4 Week Return
LWC Rank:
LWC -1.93%
Category Low
Category High
13 Week Return
LWC Rank:
LWC -9.51%
Category Low
Category High
26 Week Return
LWC Rank:
LWC -6.25%
Category Low
Category High
Year to Date Return
LWC Rank:
LWC -6.25%
Category Low
Category High
1 Year Return
LWC Rank:
LWC -0.48%
Category Low
Category High
3 Year Return
LWC Rank:
LWC 6.30%
Category Low
Category High
5 Year Return
LWC Rank:
LWC 32.83%
Category Low
Category High
Charts

LWC - Charts

The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.

The following chart also includes the option to compare the performance of LWC relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.

Valuation

LWC - Valuation

This section shows how the P/E multiple of LWC compares to the peer group ETFdb Category.

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P/E Ratio
LWC Rank:
No Ranking Available
Category Low
Category High

As of Jul 02, 2015

Dividend

LWC - Dividend

This section shows how the dividend yield of LWC compares to the peer group ETFdb Category.

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Annual Dividend Yield
LWC Rank:
LWC 4.60%
Category Low
Category High

As of Jul 02, 2015

Technicals

LWC - Technicals

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LWC Volatility Analysis

This section shows how the volatility of LWC compares to the peer group ETFdb Category.

5 Day Volatility
LWC Rank:
LWC 37.20%
Category Low
Category High
20 Day Volatility
LWC Rank:
LWC 12.76%
Category Low
Category High
50 Day Volatility
LWC Rank:
LWC 12.17%
Category Low
Category High
200 Day Volatility
LWC Rank:
LWC 11.63%
Category Low
Category High
Beta
LWC Rank:
LWC 1.22
Category Low
Category High
Standard Deviation
LWC Rank:
LWC 1.24%
Category Low
Category High

LWC Technicals

  • 20 Day MA: $38.38
  • 60 Day MA: $39.70
  • MACD 15 Period: -0.26
  • MACD 100 Period: -2.37
  • Williams % Range 10 Day: 69.52
  • Williams % Range 20 Day: 72.17
  • RSI 10 Day: 44
  • RSI 20 Day: 42
  • RSI 30 Day: 41
  • Ultimate Oscillator: 48

LWC Bollinger Bands

  • Lower Bollinger (10 Day): $37.78
  • Upper Bollinger (10 Day): $38.72
  • Lower Bollinger (20 Day): $37.88
  • Upper Bollinger (20 Day): $38.90
  • Lower Bollinger (30 Day): $37.62
  • Upper Bollinger (30 Day): $39.79

LWC Support & Resistance

  • Support Level 1: $38.00
  • Support Level 2: $37.89
  • Resistance Level 1: $38.24
  • Resistance Level 2: $38.37

LWC Stochastic

  • Stochastic Oscillator %D (1 Day): 41.96
  • Stochastic Oscillator %D (5 Day): 38.16
  • Stochastic Oscillator %K (1 Day): 41.00
  • Stochastic Oscillator %K (5 Day): 37.93
Fact Sheet

LWC - Fact Sheet

Fact sheets are issued by the ETF provider and framed by ETFdb.com. Information contained within the fact sheet is not guaranteed to be timely or accurate.

2014 Morningstar, Inc. All Rights Reserved. The information contained herein: ( 1 ) is proprietary to Morningstar and/or its content providers; ( 2 ) may not be copied or distributed; and ( 3 ) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.