VSDM ETF Analysis: VSDM | BATS

Muni National Short | BATS, USA | Market Cap: 802m USD | 12M Return: 3.5% | Charts, Fundamentals & Technical Analysis

Municipal Bonds, Debt Securities, Government Debt
Total Rating 43
Safety 80
Buy Signal -0.18
Muni National Short
Category Rotation: -2.0
AUM: 802M
Avg Turnover: 8.34M
Risk 3d forecast
Volatility2.49%
VaR 5th Pctl0.42%
VaR vs Median-5.23%
Reward TTM
Sharpe Ratio-0.58
Rel. Str. IBD32.3
Rel. Str. Peer Group54.5
Character TTM
Beta0.043
Beta Downside0.024
Hurst Exponent0.596
Drawdowns 3y
Max DD1.81%
CAGR/Max DD2.08
CAGR/Mean DD12.07

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 1.6 years of data

Jan +0.1% -
Feb +0.2% -
Mar -1.8% -
Apr -0.1% -
May -0.2% -
Jun -0.1% -
Jul - -
Aug - -
Sep - -
Oct - -
Nov -0.3% -
Dec -0.2% -

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: VSDM VSDM

VSDM is a non-diversified exchange-traded fund focused on U.S. municipal debt. The fund allocates at least 80% of its assets to securities issued by state and local governments or agencies, specifically targeting debt that is exempt from both federal income taxes and the federal alternative minimum tax (AMT).

The municipal bond sector typically offers lower yields than corporate debt but provides tax-equivalent advantages for investors in higher tax brackets. By focusing on the Muni National Short category, the fund aims to mitigate interest rate risk by maintaining a portfolio with shorter-duration maturities.

To better understand how these tax-exempt holdings align with your portfolio goals, consider reviewing the detailed analytics available on ValueRay. This fund represents a specialized vehicle for capital preservation and tax-efficient income within the fixed-income market.

Headlines to Watch Out For
  • Federal Reserve interest rate trajectory dictates short-term municipal bond valuations
  • Municipal credit spreads narrow amid stable state and local tax receipts
  • Demand for tax-exempt income fluctuates with changes in federal tax policy
  • Yield curve shifts impact net asset value of short-duration holdings
What is the price of VSDM shares?

As of July 28, 2026, the stock is trading at USD 76.05 with a total of 126,472 shares traded. Over the past week, the price has changed by -0.30%, over one month by -0.49%, over three months by +0.06% and over the past year by +3.46%.

Current recommended Stop Loss: 75.90 (which is 0.2% or 1.5 ATR below the current price).

Is VSDM a buy, sell or hold?

VSDM has no consensus analysts rating.