through: Nov 20, 2024

ETF Return Summary: Corporate/Credit Bonds

ETF Name Assets * 1-Day Rtn Year-To-Date Return 2023 2022 2021

Corporate Bonds Sample

IGSB iShares Barclays 1-3 Year Credit (2yr) $21,059 -0.1%
+4.5%
+6.4% -5.6% -0.6%
LQD iShares iBoxx Invest Grade Bond $29,517 -0.2%
+1.6%
+9.4% -17.9% -1.8%
VCLT Vanguard Long-Term Corp Bond (12+yr) $14,157 -0.4%
-0.3%
+11.2% -25.5% -1.7%

Aggregate Bonds (Treasuries & Corporate Bonds)

AGG iShares Core Total US Bond $117,992 -0.1%
+1.6%
+5.7% -13.0% -1.8%
AGGY WisdomTree Yield Enhanced US Agg Bond $932 -0.1%
+2.1%
+7.3% -15.3% -1.7%
BIV Vanguard Barclays Govt-Credit Mix $19,703 -0.1%
+1.8%
+6.1% -13.2% -2.4%
BND Vanguard Total Bond Market $117,296 -0.1%
+1.7%
+5.7% -13.1% -1.9%
BNDW Vanguard Total World Bond ETF $830 -0.1%
+2.3%
+7.2% -12.9% -2.1%
BOND PIMCO Total Return ETF $4,926 +0.0%
+3.0%
+6.5% -14.6% -0.8%
BSV Vanguard Short-Term Bond $33,689 -0.1%
+3.3%
+4.9% -5.5% -1.1%
CGCP Capital Group Core Plus Income ETF $3,471 -0.1%
+2.9%
+7.2% N/A N/A
DIAL Columbia Diversified ETF $390 -0.1%
+2.4%
+8.5% -16.1% -1.1%
EAGG iShares ESG Aware U.S. Aggregate Bond ETF $3,607 -0.1%
+1.5%
+5.6% -13.6% -1.3%
FBND Fidelity Total Bond ETF $12,494 -0.1%
+2.5%
+6.8% -12.5% -0.4%
GBF iShares Barclays GovtCredit (5-7yr) $221 -0.2%
+1.3%
+5.8% -13.8% -2.3%
GTO Invesco Total Return Bond ETF (Active) $1,736 -0.1%
+2.9%
+6.0% -14.8% -0.4%
ILTB iShares Core Long-Term US Bond (13-14yr) $624 -0.3%
-1.2%
+8.0% -26.6% -2.7%
IUSB iShares Core Total USD Bond Market $32,938 -0.1%
+2.3%
+6.2% -13.0% -1.3%
SCHZ Schwab Barclays Aggregate Bond $8,355 -0.2%
+1.6%
+5.6% -13.2% -1.7%
SPAB SPDR Portfolio Aggregate Bond (4-5yr) $8,449 -0.1%
+1.6%
+5.6% -13.0% -1.8%
TOTL SPDR Doubleline Total Return Tactical $3,231 -0.1%
+3.4%
+5.6% -11.6% -1.0%
UCON First Trust TCW Unconstrained Plus Bond $3,065 +0.1%
+4.3%
+7.7% -5.7% +1.0%
VBND Vident Core US Bond Strategy ETF $452 -0.2%
+2.0%
+8.2% -14.2% -0.4%

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

BILS SPDR Bloomberg 3-12 Month T-Bill ETF $3,200 +0.0%
+4.6%
+4.9% +0.9% -0.1%
CLOA Blackrock AAA CLO ETF $507 +0.1%
+6.5%
N/A N/A N/A
FLOT iShares Barclays Inv Gr Floating Rate $7,397 +0.1%
+5.9%
+6.4% +1.3% +0.4%
FLTR Market Vec Inv-Grade Floating-Rate (0.1yr) $1,647 -0.1%
+6.6%
+7.4% +0.7% +0.6%
FTSM First Trust Enhanced Short Maturity Fund $6,189 +0.0%
+4.6%
+5.1% +1.0% +0.0%
ICSH iShares Ultra Short-Term Bond ETF $5,468 +0.0%
+4.9%
+5.6% +1.0% +0.2%
JAAA Janus Henderson AAA CLO ETF $13,019 +0.0%
+6.6%
+8.6% +0.5% +1.4%
JPST JPMorgan Ultra-Short Income ETF $26,165 +0.0%
+5.1%
+5.1% +1.1% +0.1%
MINT PIMCO Enhanced Short-Maturity Active ETF $11,797 +0.0%
+5.3%
+6.3% -1.0% +0.0%
NEAR iShares Short Maturity Multi-Sector Bond $2,913 -0.1%
+4.3%
+7.4% +0.4% +0.3%
PULS PGIM Ultra Short Bond ETF N/A +0.0%
+5.5%
+6.3% +1.5% +0.5%
USFR WisdomTree Floating Rate Treasury ETF $16,963 +0.0%
+4.9%
+5.2% +2.0% +0.0%
VNLA Janus Henderson Short Duration Inc ETF $2,225 +0.0%
+5.6%
+6.1% -0.2% -0.2%
VUSB Vanguard Ultra-Short Bond ETF $4,526 +0.0%
+5.0%
+5.5% -0.4% N/A

Short-Term Investment Grade Bond Funds

BINC Blackrock Flexible Income ETF $5,784 -0.1%
+5.3%
N/A N/A N/A
FLRN SPDR Barclays Invest Grade Floating Rate $2,333 +0.0%
+5.7%
+6.5% +1.3% +0.4%
FSIG First Trust Limited Duration IG Corporate $1,219 -0.2%
+3.8%
+6.2% -4.4% N/A
GSY Invesco Ultra Short Duration $2,253 +0.0%
+5.3%
+6.0% +0.0% +0.0%
IGHG ProShares Investment Grade Int Rt Hedged $234 +0.7%
+8.3%
+11.6% -0.9% +0.9%
ISTB iShares Core Short-Term US Bond $4,074 -0.1%
+3.9%
+5.6% -6.1% -0.7%
SLQD iShares 0-5 Year Invmt Grade Corp Bond ETF $2,097 +0.0%
+4.5%
+6.0% -4.4% -0.6%
SPSB SPDR Portfolio Short-Term Corp Bond (2yr) $7,974 -0.1%
+4.7%
+5.6% -3.3% -0.2%
SUSB iShares ESG Aware 1-5 Yr US Corp Bond ETF $940 +0.0%
+4.5%
+6.0% -5.7% -0.8%
VCSH Vanguard Short-Term Inv Grd Bond (2-3yr) $35,632 -0.1%
+4.5%
+6.2% -5.6% -0.6%
VRIG Invesco Variable Rate Invest Grade ETF $1,061 +0.0%
+6.1%
+7.4% +1.0% +1.1%

Intermediate-Term Investment Grade Bond Funds

CORP PIMCO BofA Invest Grade Corp Bond (6-7yr) $1,276 -0.2%
+2.9%
+9.1% -15.0% -1.2%
FIXD First Trust TCW Opportunst Fixed Inc ETF $5,453 -0.1%
+0.9%
+5.7% -15.0% -1.3%
GVI iShares Barclays Interm Gov't+Credit (4yr) $3,448 -0.1%
+2.7%
+5.1% -8.3% -1.9%
IGEB iShares Edge Invest Grade Enh Bd $1,520 -0.1%
+3.4%
+9.6% -14.9% -1.1%
IGIB iShares Barclays Intermed Credit (4-5yr) $14,503 -0.2%
+3.7%
+9.2% -14.0% -1.7%
JCPB JPMorgan Core Plus Bond ETF $4,255 -0.1%
+3.1%
+7.1% -12.9% -0.5%
JPIE JPMorgan Income ETF $2,068 +0.0%
+5.5%
+7.1% -6.1% N/A
PFIG PowerShares RAFI Invest Grade Bond (5yr) $65 -0.2%
+3.1%
+6.9% -10.0% -1.4%
QLTA iShares Barclays Corp Aaa A Bond (6-7yr) $1,497 -0.3%
+1.7%
+7.6% -15.1% -2.3%
SCHI Schwab 5-10 Year Corporate Bond ETF $7,454 -0.1%
+3.6%
+9.0% -14.1% -1.9%
SPBO SPDR Portfolio Corporate Bond ETF $1,675 -0.2%
+3.0%
+8.8% -15.7% -1.3%
SPIB SPDR Portfolio Interm Corp Bond (4-5yr) $9,438 -0.2%
+4.1%
+7.3% -9.7% -1.2%
USIG iShares Barclays Credit Bond Index (6yr) $12,117 -0.2%
+3.0%
+8.7% -15.3% -1.3%
VCIT Vanguard Interm Corp Bond (6-7yr) $50,895 -0.2%
+3.4%
+9.0% -14.0% -1.8%
VTC Vanguard Total Corporate Bond ETF $1,079 -0.2%
+2.6%
+8.6% -15.7% -1.4%

Long-Term Investment Grade Bond Funds

BLV Vanguard Long-Term Gov't+Credit (12+yr) $5,993 -0.4%
-2.1%
+7.4% -27.0% -2.9%
IGLB iShares 10+Year Credit Bond Fund $2,856 -0.4%
+0.1%
+11.0% -25.4% -1.7%
SPLB SPDR Portfolio Long-Term Corp Bond (12+yr) $1,005 -0.4%
-0.1%
+11.2% -25.7% -2.0%
SUSC iShares ESG Aware USD Corporate Bond ETF $1,156 -0.2%
+2.4%
+8.6% -16.0% -1.6%

High-Yield (Junk) Bonds

ANGL VanEck Vectors Fallen Angel High Yld Bond $3,130 -0.1%
+6.1%
+12.5% -14.3% +6.8%
BKLN PowerShares S&P-LSTA Senior Loan $7,030 +0.0%
+7.6%
+12.5% -2.5% +2.3%
FALN iShares Fallen Angels USD Bond ETF $1,849 -0.1%
+7.9%
+13.5% -13.8% +5.4%
FTSL First Trust Senior Loan ETF $2,178 +0.1%
+7.5%
+11.6% -2.5% +3.9%
HYG iShares iBoxx High-Yield Corp Bond $14,677 +0.0%
+8.0%
+11.5% -11.0% +3.7%
HYHG ProShares High Yield - Int Rt Hedged $142 +0.2%
+10.6%
+14.7% -1.7% +5.7%
HYLB Xtrackers USD High Yield Corp Bd ETF $3,503 +0.0%
+8.2%
+12.0% -10.8% +3.9%
HYLS First Trust Tactical High Yield ETF $1,585 +0.0%
+5.9%
+13.6% -12.8% +3.7%
HYS PIMCO BofA ML 0-5 Yr High Yield $1,394 -0.1%
+8.1%
+11.4% -5.4% +4.8%
HYSA BondBloxx USD High Yield Bond Sector Rotn $28 -0.2%
+7.1%
+11.7% -3.8% +2.1%
JBBB Janus Henderson B - BBB CLO ETF N/A +0.0%
+9.6%
+16.9% N/A N/A
JNK SPDR Barcap High-Yield Junk Bond $8,029 -0.1%
+7.8%
+12.4% -12.2% +4.0%
PHB PowerShares RAFI High Yield Bond (4-5yr) $565 -0.2%
+5.8%
+11.2% -8.8% +3.3%
RINC AXS Real Estate Income ETF $41 -0.6%
-3.0%
+8.3% -11.5% +5.7%
SHYG iShares 0-5 Year High Yield Corp Bond $6,000 +0.0%
+8.0%
+10.4% -4.7% +4.6%
SJNK SPDR Barcap Short-Term High Yield $4,855 +0.0%
+8.1%
+11.6% -5.5% +5.1%
SPHY SPDR Portfolio High Yield Bond $5,639 +0.0%
+8.5%
+12.8% -10.6% +5.6%
SRLN SPDR Blackstone GSO Senior Loan ETF $6,150 +0.0%
+7.6%
+11.6% -5.3% +4.5%
USHY iShares Broad USD High Yield ETF $19,606 -0.1%
+8.5%
+12.7% -11.2% +5.0%

Municipal Bonds (Non-Taxable)

BAB PowerShrs BofA Build America Bond (9-10yr) $1,174 -0.5%
+2.1%
+8.7% -19.5% +1.0%
CGMU Capital Group Municipal Income ETF $2,395 +0.0%
+3.0%
+6.8% N/A N/A
CMF iShares S&P California Muni Bond $3,271 +0.0%
+1.6%
+5.7% -8.3% +0.8%
FMB First Trust Managed Municipal ETF $2,034 -0.1%
+2.3%
+6.3% -9.9% +2.4%
FMHI First Trust Municipal High Income (Active) $738 -0.1%
+6.0%
+7.2% -14.7% +7.6%
HYD Market Vectors High Yield Muni (9-10yr) $3,145 +0.0%
+5.1%
+6.5% -16.0% +5.0%
HYMB SPDR Nuveen S&P High Yield Muni Bond $2,789 +0.0%
+6.5%
+7.7% -15.5% +5.2%
ITM Market Vectors Intermed Muni Index (7-8yr) $1,856 +0.0%
+0.6%
+5.7% -9.3% +0.2%
MMIN IQ MacKay Municipal Insured ETF (Active) $507 +0.0%
+2.0%
+7.4% -11.2% +1.3%
MUB iShares S&P National Muni Bond (2-3yr) $39,044 +0.0%
+1.7%
+5.6% -7.3% +1.0%
MUNI PIMCO Intermediate Municipal Bond $1,673 -0.2%
+1.5%
+6.1% -6.6% +0.7%
NYF iShares New York AMT-Free Muni Bond $769 +0.0%
+1.8%
+5.8% -7.8% +1.3%
PVI PowerShares VRDO Municipal $36 +0.0%
+2.4%
+2.7% +0.9% -0.1%
PZA PowerSh BofA Nat'l Long-Term Muni $2,918 -0.1%
+1.6%
+8.6% -13.2% +2.4%
SHM SPDR Short-Term Municipal Bond (2-3yr) $3,620 +0.0%
+1.5%
+2.9% -3.8% -0.4%
SUB iShares S&P Short-Term Nat'l Muni $8,587 -0.1%
+1.8%
+2.9% -2.0% +0.0%
TFI SPDR Nuveen Barclays Muni Bond (9-10yr) $3,585 +0.0%
+0.6%
+5.6% -10.2% +0.3%
VTEB Vanguard Tax Exempt Bond ETF $34,665 -0.1%
+1.7%
+6.2% -8.0% +1.1%

Mortgage Backed Securities & Other

AGZ iShares Barclays Agency Bond (3-Yr) $699 -0.1%
+2.9%
+5.2% -7.8% -1.0%
GNMA iShares GNMA Bond ETF $315 -0.1%
+1.3%
+5.3% -10.8% -1.9%
LMBS First Trust Low Duration Mortgage Opportun $4,556 +0.0%
+4.6%
+6.1% -3.1% -0.9%
MBB iShares Barclays MBS Bond Fund (2yr) $33,804 +0.0%
+1.4%
+5.0% -11.7% -1.4%
MTBA Simplify MBS ETF N/A -0.1%
+1.9%
N/A N/A N/A
PTBD Pacer Trendpilot US Bond ETF $170 -0.2%
+4.4%
+8.8% -20.9% +0.5%
VMBS Vanguard Mortgage-Backed Bonds $18,027 +0.0%
+1.7%
+5.3% -11.9% -1.3%
All returns are Total Return: calculated using market prices and include any dividends
* Total Net Assets (million) as of end Oct-2024