through: Jan 03, 2025

ETF Return Summary: Corporate/Credit Bonds

ETF Name Assets * 1-Day Rtn Year-To-Date Return 2024 2023 2022

Corporate Bonds Sample

IGSB iShares Barclays 1-3 Year Credit (2yr) $20,923 +0.0%
+0.0%
+5.0% +6.4% -5.6%
LQD iShares iBoxx Invest Grade Bond $32,466 -0.2%
-0.2%
+0.9% +9.4% -17.9%
VCLT Vanguard Long-Term Corp Bond (12+yr) $15,131 -0.3%
-0.3%
-1.9% +11.2% -25.5%

Aggregate Bonds (Treasuries & Corporate Bonds)

AGG iShares Core Total US Bond $120,462 -0.1%
-0.1%
+1.3% +5.7% -13.0%
AGGY WisdomTree Yield Enhanced US Agg Bond $944 -0.2%
-0.2%
+1.8% +7.3% -15.3%
BIV Vanguard Barclays Govt-Credit Mix $20,799 -0.1%
-0.1%
+1.6% +6.1% -13.2%
BND Vanguard Total Bond Market $121,488 -0.1%
-0.1%
+1.4% +5.7% -13.1%
BNDW Vanguard Total World Bond ETF $1,000 -0.2%
-0.1%
+2.4% +7.2% -12.9%
BOND PIMCO Total Return ETF $5,097 -0.1%
-0.1%
+2.8% +6.5% -14.6%
BSV Vanguard Short-Term Bond $33,119 -0.1%
-0.1%
+3.8% +4.9% -5.5%
CGCP Capital Group Core Plus Income ETF $3,952 -0.1%
-0.1%
+2.9% +7.2% N/A
DIAL Columbia Diversified ETF $389 +0.0%
+0.1%
+1.7% +8.5% -16.1%
EAGG iShares ESG Aware U.S. Aggregate Bond ETF $3,695 -0.2%
-0.1%
+1.1% +5.6% -13.6%
FBND Fidelity Total Bond ETF $16,883 -0.1%
+0.0%
+2.1% +6.8% -12.5%
GBF iShares Barclays GovtCredit (5-7yr) $212 -0.3%
-0.2%
+1.0% +5.8% -13.8%
GTO Invesco Total Return Bond ETF (Active) $1,817 -0.2%
-0.1%
+2.6% +6.0% -14.8%
ILTB iShares Core Long-Term US Bond (13-14yr) $607 -0.2%
-0.1%
-3.0% +8.0% -26.6%
IUSB iShares Core Total USD Bond Market $31,723 -0.1%
-0.1%
+2.1% +6.2% -13.0%
SCHZ Schwab Barclays Aggregate Bond $8,509 -0.1%
-0.1%
+1.3% +5.6% -13.2%
SPAB SPDR Portfolio Aggregate Bond (4-5yr) $8,719 -0.1%
+0.0%
+1.2% +5.6% -13.0%
TOTL SPDR Doubleline Total Return Tactical $3,421 -0.1%
+0.0%
+3.1% +5.6% -11.6%
UCON First Trust TCW Unconstrained Plus Bond $3,291 +0.0%
+0.0%
+4.7% +7.7% -5.7%
VBND Vident Core US Bond Strategy ETF $449 -0.1%
+0.4%
+1.3% +8.2% -14.2%

Ultra Short-Term Bond Funds (<1 Year Duration)

BILS SPDR Bloomberg 3-12 Month T-Bill ETF $3,288 +0.0%
+0.1%
+5.2% +4.9% +0.9%
CLOA Blackrock AAA CLO ETF $648 +0.1%
+0.1%
+7.2% N/A N/A
FLOT iShares Barclays Inv Gr Floating Rate $7,451 +0.0%
+0.1%
+6.5% +6.4% +1.3%
FLTR Market Vec Inv-Grade Floating-Rate (0.1yr) $1,881 +0.0%
+0.0%
+7.4% +7.4% +0.7%
FTSM First Trust Enhanced Short Maturity Fund $5,997 +0.0%
+0.1%
+5.2% +5.1% +1.0%
ICSH iShares Ultra Short-Term Bond ETF $5,381 +0.1%
+0.1%
+5.5% +5.6% +1.0%
JAAA Janus Henderson AAA CLO ETF $16,233 +0.0%
+0.1%
+7.4% +8.6% +0.5%
JPST JPMorgan Ultra-Short Income ETF $28,523 +0.0%
+0.1%
+5.6% +5.1% +1.1%
MINT PIMCO Enhanced Short-Maturity Active ETF $11,921 +0.0%
+0.0%
+5.9% +6.3% -1.0%
NEAR iShares Short Maturity Multi-Sector Bond $2,932 +0.0%
+0.0%
+5.1% +7.4% +0.4%
PULS PGIM Ultra Short Bond ETF $9,114 +0.0%
+0.1%
+6.1% +6.3% +1.5%
USFR WisdomTree Floating Rate Treasury ETF $16,911 +0.0%
+0.0%
+5.5% +5.2% +2.0%
VNLA Janus Henderson Short Duration Inc ETF $2,341 +0.0%
+0.0%
+6.4% +6.1% -0.2%
VUSB Vanguard Ultra-Short Bond ETF $4,409 +0.0%
+0.0%
+5.7% +5.5% -0.4%

Short-Term Investment Grade Bond Funds

BINC Blackrock Flexible Income ETF $6,785 +0.1%
+0.2%
+5.8% N/A N/A
FLRN SPDR Barclays Invest Grade Floating Rate $2,378 +0.1%
+0.1%
+6.3% +6.5% +1.3%
FSIG First Trust Limited Duration IG Corporate $1,253 +0.0%
+0.0%
+4.2% +6.2% -4.4%
GSY Invesco Ultra Short Duration $2,355 +0.0%
+0.0%
+6.0% +6.0% +0.0%
IGHG ProShares Investment Grade Int Rt Hedged $237 -0.1%
-0.2%
+9.2% +11.6% -0.9%
ISTB iShares Core Short-Term US Bond $4,186 +0.0%
+0.0%
+4.4% +5.6% -6.1%
SLQD iShares 0-5 Year Invmt Grade Corp Bond ETF $2,147 -0.1%
+0.0%
+4.9% +6.0% -4.4%
SPSB SPDR Portfolio Short-Term Corp Bond (2yr) $8,280 +0.0%
+0.0%
+5.2% +5.6% -3.3%
SUSB iShares ESG Aware 1-5 Yr US Corp Bond ETF $992 +0.0%
+0.0%
+4.8% +6.0% -5.7%
VCSH Vanguard Short-Term Inv Grd Bond (2-3yr) $35,064 -0.1%
+0.0%
+4.9% +6.2% -5.6%
VRIG Invesco Variable Rate Invest Grade ETF $1,104 +0.0%
+0.0%
+6.8% +7.4% +1.0%

Intermediate-Term Investment Grade Bond Funds

CORP PIMCO BofA Invest Grade Corp Bond (6-7yr) $1,253 -0.1%
-0.1%
+2.5% +9.1% -15.0%
FIXD First Trust TCW Opportunst Fixed Inc ETF $4,986 -0.3%
-0.1%
+0.5% +5.7% -15.0%
GVI iShares Barclays Interm Gov't+Credit (4yr) $3,231 -0.1%
-0.1%
+2.9% +5.1% -8.3%
IGEB iShares Edge Invest Grade Enh Bd $1,039 -0.2%
-0.2%
+3.1% +9.6% -14.9%
IGIB iShares Barclays Intermed Credit (4-5yr) $15,056 -0.2%
-0.1%
+3.5% +9.2% -14.0%
JCPB JPMorgan Core Plus Bond ETF $4,889 -0.1%
-0.1%
+3.0% +7.1% -12.9%
JPIE JPMorgan Income ETF $2,432 +0.0%
+0.1%
+6.3% +7.1% -6.1%
PFIG PowerShares RAFI Invest Grade Bond (5yr) $57 -0.1%
+0.0%
+3.1% +6.9% -10.0%
QLTA iShares Barclays Corp Aaa A Bond (6-7yr) $1,644 -0.2%
-0.2%
+1.2% +7.6% -15.1%
SCHI Schwab 5-10 Year Corporate Bond ETF $7,714 -0.1%
-0.1%
+3.3% +9.0% -14.1%
SPBO SPDR Portfolio Corporate Bond ETF $1,898 -0.1%
-0.2%
+2.6% +8.8% -15.7%
SPIB SPDR Portfolio Interm Corp Bond (4-5yr) $9,899 -0.1%
-0.1%
+4.3% +7.3% -9.7%
USIG iShares Barclays Credit Bond Index (6yr) $12,453 -0.2%
-0.2%
+2.6% +8.7% -15.3%
VCIT Vanguard Interm Corp Bond (6-7yr) $49,351 -0.2%
-0.2%
+3.2% +9.0% -14.0%
VTC Vanguard Total Corporate Bond ETF $1,115 -0.2%
-0.1%
+2.1% +8.6% -15.7%

Long-Term Investment Grade Bond Funds

BLV Vanguard Long-Term Gov't+Credit (12+yr) $5,632 -0.3%
-0.2%
-4.0% +7.4% -27.0%
IGLB iShares 10+Year Credit Bond Fund $2,793 -0.3%
-0.3%
-1.5% +11.0% -25.4%
SPLB SPDR Portfolio Long-Term Corp Bond (12+yr) $976 -0.3%
-0.2%
-1.7% +11.2% -25.7%
SUSC iShares ESG Aware USD Corporate Bond ETF $1,128 -0.2%
-0.2%
+1.9% +8.6% -16.0%

High-Yield (Junk) Bonds

ANGL VanEck Vectors Fallen Angel High Yld Bond $3,142 +0.1%
+0.1%
+6.1% +12.5% -14.3%
BKLN PowerShares S&P-LSTA Senior Loan $9,566 +0.1%
+0.1%
+8.2% +12.5% -2.5%
FALN iShares Fallen Angels USD Bond ETF $1,905 +0.1%
+0.4%
+7.7% +13.5% -13.8%
FHYS Federated Hermes Short Duration HY ETF $36 +0.1%
+0.3%
+7.2% +10.9% -7.3%
FTSL First Trust Senior Loan ETF $2,206 +0.1%
+0.1%
+8.3% +11.6% -2.5%
HYG iShares iBoxx High-Yield Corp Bond $15,542 +0.2%
+0.4%
+8.0% +11.5% -11.0%
HYHG ProShares High Yield - Int Rt Hedged $154 +0.7%
+0.2%
+11.4% +14.7% -1.7%
HYLB Xtrackers USD High Yield Corp Bd ETF $3,447 +0.2%
+0.5%
+8.1% +12.0% -10.8%
HYLS First Trust Tactical High Yield ETF $1,657 +0.1%
+0.3%
+5.8% +13.6% -12.8%
HYS PIMCO BofA ML 0-5 Yr High Yield $1,336 +0.4%
+0.6%
+8.4% +11.4% -5.4%
HYSA BondBloxx USD High Yield Bond Sector Rotn $29 +0.1%
+0.8%
+6.7% +11.7% -3.8%
JBBB Janus Henderson B - BBB CLO ETF $1,406 +0.0%
+0.3%
+10.7% +16.9% N/A
JNK SPDR Barcap High-Yield Junk Bond $8,316 +0.2%
+0.5%
+7.7% +12.4% -12.2%
PHB PowerShares RAFI High Yield Bond (4-5yr) $402 +0.2%
+0.3%
+5.5% +11.2% -8.8%
RINC AXS Real Estate Income ETF $42 +2.3%
+2.5%
-5.7% +8.3% -11.5%
SCYB Schwab High Yield Bond ETF $696 +0.2%
+0.4%
+8.1% N/A N/A
SHYG iShares 0-5 Year High Yield Corp Bond $6,233 +0.2%
+0.4%
+8.2% +10.4% -4.7%
SJNK SPDR Barcap Short-Term High Yield $4,783 +0.3%
+0.5%
+8.2% +11.6% -5.5%
SPHY SPDR Portfolio High Yield Bond $6,786 +0.2%
+0.4%
+8.5% +12.8% -10.6%
SRLN SPDR Blackstone GSO Senior Loan ETF $8,023 +0.2%
+0.3%
+8.4% +11.6% -5.3%
USHY iShares Broad USD High Yield ETF $20,192 +0.3%
+0.5%
+8.5% +12.7% -11.2%

Municipal Bonds (Non-Taxable)

BAB PowerShrs BofA Build America Bond (9-10yr) $1,062 +0.0%
+0.1%
+1.0% +8.7% -19.5%
CGMU Capital Group Municipal Income ETF $2,604 +0.1%
+0.1%
+2.6% +6.8% N/A
CMF iShares S&P California Muni Bond $3,486 -0.2%
-0.1%
+1.6% +5.7% -8.3%
FMB First Trust Managed Municipal ETF $2,021 -0.1%
+0.1%
+1.9% +6.3% -9.9%
FMHI First Trust Municipal High Income (Active) $752 +0.3%
+0.4%
+5.4% +7.2% -14.7%
HYD Market Vectors High Yield Muni (9-10yr) $3,234 +0.2%
+0.0%
+4.9% +6.5% -16.0%
HYMB SPDR Nuveen S&P High Yield Muni Bond $2,842 -0.1%
+0.1%
+5.5% +7.7% -15.5%
ITM Market Vectors Intermed Muni Index (7-8yr) $1,947 -0.3%
+0.1%
+0.7% +5.7% -9.3%
MMIN IQ MacKay Municipal Insured ETF (Active) $500 -0.3%
+0.2%
+0.9% +7.4% -11.2%
MUB iShares S&P National Muni Bond (2-3yr) $40,720 -0.1%
+0.0%
+1.3% +5.6% -7.3%
MUNI PIMCO Intermediate Municipal Bond $1,762 +0.0%
+0.1%
+1.4% +6.1% -6.6%
NYF iShares New York AMT-Free Muni Bond $801 +0.0%
+0.1%
+1.1% +5.8% -7.8%
PVI PowerShares VRDO Municipal $29 -0.1%
+0.4%
+2.4% +2.7% +0.9%
PZA PowerSh BofA Nat'l Long-Term Muni $3,123 -0.3%
+0.1%
+0.8% +8.6% -13.2%
SHM SPDR Short-Term Municipal Bond (2-3yr) $3,621 +0.1%
+0.1%
+1.2% +2.9% -3.8%
SUB iShares S&P Short-Term Nat'l Muni $8,615 +0.0%
+0.0%
+2.2% +2.9% -2.0%
TFI SPDR Nuveen Barclays Muni Bond (9-10yr) $3,627 +0.0%
+0.1%
+0.0% +5.6% -10.2%
VTEB Vanguard Tax Exempt Bond ETF $35,949 +0.0%
+0.1%
+1.3% +6.2% -8.0%

Mortgage Backed Securities & Other

AGZ iShares Barclays Agency Bond (3-Yr) $694 -0.1%
-0.1%
+3.1% +5.2% -7.8%
GNMA iShares GNMA Bond ETF $325 -0.1%
-0.3%
+1.1% +5.3% -10.8%
LMBS First Trust Low Duration Mortgage Opportun $4,672 -0.2%
-0.2%
+5.1% +6.1% -3.1%
MBB iShares Barclays MBS Bond Fund (2yr) $35,829 -0.1%
-0.2%
+1.3% +5.0% -11.7%
MTBA Simplify MBS ETF $1,620 -0.2%
-0.1%
+2.0% N/A N/A
PTBD Pacer Trendpilot US Bond ETF $172 +0.2%
+0.4%
+4.2% +8.8% -20.9%
VMBS Vanguard Mortgage-Backed Bonds $19,584 -0.1%
-0.2%
+1.7% +5.3% -11.9%
All returns are Total Return: calculated using market prices and include any dividends
* Total Net Assets (million) as of end Dec-2024