through: Jul 26, 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) $20,535 +0.2%
+2.8%
+6.4% -5.6% -0.6%
LQD iShares iBoxx Invest Grade Bond $28,238 +0.6%
+0.4%
+9.4% -17.9% -1.8%
VCLT Vanguard Long-Term Corp Bond (12+yr) $9,140 +0.8%
-1.5%
+11.2% -25.5% -1.7%

Aggregate Bonds (Treasuries & Corporate Bonds)

AGG iShares Core Total US Bond $107,895 +0.4%
+0.9%
+5.7% -13.0% -1.8%
AGGY WisdomTree Yield Enhanced US Agg Bond $907 +0.3%
+1.0%
+7.3% -15.3% -1.7%
BIV Vanguard Barclays Govt-Credit Mix $17,677 +0.4%
+1.3%
+6.1% -13.2% -2.4%
BND Vanguard Total Bond Market $107,117 +0.4%
+1.0%
+5.7% -13.1% -1.9%
BNDW Vanguard Total World Bond ETF $813 +0.4%
+0.9%
+7.2% -12.9% -2.1%
BOND PIMCO Total Return ETF $4,239 +0.3%
+2.1%
+6.5% -14.6% -0.8%
BSV Vanguard Short-Term Bond $32,090 +0.2%
+2.1%
+4.9% -5.5% -1.1%
CGCP Capital Group Core Plus Income ETF $2,317 +0.3%
+2.0%
+7.2% N/A N/A
DIAL Columbia Diversified ETF $349 +0.6%
+1.4%
+8.5% -16.1% -1.1%
EAGG iShares ESG Aware U.S. Aggregate Bond ETF $3,656 +0.4%
+0.8%
+5.6% -13.6% -1.3%
FBND Fidelity Total Bond ETF $9,494 +0.4%
+1.4%
+6.8% -12.5% -0.4%
GBF iShares Barclays GovtCredit (5-7yr) $220 +0.4%
+0.6%
+5.8% -13.8% -2.3%
GTO Invesco Total Return Bond ETF (Active) $1,309 +0.4%
+1.9%
+6.0% -14.8% -0.4%
ILTB iShares Core Long-Term US Bond (13-14yr) $579 +0.9%
-1.6%
+8.0% -26.6% -2.7%
IUSB iShares Core Total USD Bond Market $28,338 +0.4%
+1.3%
+6.2% -13.0% -1.3%
SCHZ Schwab Barclays Aggregate Bond $7,572 +0.4%
+0.9%
+5.6% -13.2% -1.7%
SPAB SPDR Portfolio Aggregate Bond (4-5yr) $7,815 +0.4%
+0.9%
+5.6% -13.0% -1.8%
TOTL SPDR Doubleline Total Return Tactical $2,894 +0.4%
+2.4%
+5.6% -11.6% -1.0%
UCON First Trust TCW Unconstrained Plus Bond $2,400 +0.3%
+2.6%
+7.7% -5.7% +1.0%
VBND Vident Core US Bond Strategy ETF $430 +0.2%
+1.0%
+8.2% -14.2% -0.4%

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

BILS SPDR Bloomberg 3-12 Month T-Bill ETF $2,816 +0.0%
+2.9%
+4.9% +0.9% -0.1%
CLOA Blackrock AAA CLO ETF $270 +0.1%
+4.4%
N/A N/A N/A
FLOT iShares Barclays Inv Gr Floating Rate $7,416 +0.1%
+3.9%
+6.4% +1.3% +0.4%
FLTR Market Vec Inv-Grade Floating-Rate (0.1yr) $1,609 +0.1%
+4.5%
+7.4% +0.7% +0.6%
FTSM First Trust Enhanced Short Maturity Fund $6,369 +0.1%
+3.0%
+5.1% +1.0% +0.0%
ICSH iShares Ultra Short-Term Bond ETF $5,530 +0.0%
+3.2%
+5.6% +1.0% +0.2%
JAAA Janus Henderson AAA CLO ETF $9,843 +0.1%
+4.4%
+8.6% +0.5% +1.4%
JPST JPMorgan Ultra-Short Income ETF $23,371 +0.1%
+3.3%
+5.1% +1.1% +0.1%
MINT PIMCO Enhanced Short-Maturity Active ETF $11,798 +0.0%
+3.5%
+6.3% -1.0% +0.0%
NEAR iShares Short Maturity Multi-Sector Bond $2,965 +0.1%
+2.7%
+7.4% +0.4% +0.3%
USFR WisdomTree Floating Rate Treasury ETF $17,802 +0.0%
+3.2%
+5.2% +2.0% +0.0%
VNLA Janus Henderson Short Duration Inc ETF $2,257 +0.1%
+3.4%
+6.1% -0.2% -0.2%
VUSB Vanguard Ultra-Short Bond ETF $4,191 +0.1%
+3.1%
+5.5% -0.4% N/A

Short-Term Investment Grade Bond Funds

BINC Blackrock Flexible Income ETF $3,088 +0.2%
+3.2%
N/A N/A N/A
FLRN SPDR Barclays Invest Grade Floating Rate $2,466 +0.0%
+3.8%
+6.5% +1.3% +0.4%
FSIG First Trust Limited Duration IG Corporate $1,086 +0.2%
+2.3%
+6.2% -4.4% N/A
GSY Invesco Ultra Short Duration $2,081 +0.1%
+3.4%
+6.0% +0.0% +0.0%
IGHG ProShares Investment Grade Int Rt Hedged $293 +0.1%
+4.3%
+11.6% -0.9% +0.9%
ISTB iShares Core Short-Term US Bond $4,042 +0.2%
+2.4%
+5.6% -6.1% -0.7%
SLQD iShares 0-5 Year Invmt Grade Corp Bond ETF $2,133 +0.1%
+2.7%
+6.0% -4.4% -0.6%
SPSB SPDR Portfolio Short-Term Corp Bond (2yr) $7,706 +0.1%
+2.8%
+5.6% -3.3% -0.2%
SUSB iShares ESG Aware 1-5 Yr US Corp Bond ETF $854 +0.2%
+2.7%
+6.0% -5.7% -0.8%
VCSH Vanguard Short-Term Inv Grd Bond (2-3yr) $34,076 +0.2%
+2.7%
+6.2% -5.6% -0.6%
VRIG Invesco Variable Rate Invest Grade ETF $1,036 +0.0%
+4.1%
+7.4% +1.0% +1.1%

Intermediate-Term Investment Grade Bond Funds

CORP PIMCO BofA Invest Grade Corp Bond (6-7yr) $1,095 +0.4%
+1.2%
+9.1% -15.0% -1.2%
FIXD First Trust TCW Opportunst Fixed Inc ETF $4,923 +0.4%
+0.5%
+5.7% -15.0% -1.3%
GVI iShares Barclays Interm Gov't+Credit (4yr) $3,163 +0.3%
+1.7%
+5.1% -8.3% -1.9%
IGEB iShares Edge Invest Grade Enh Bd $702 +0.4%
+1.8%
+9.6% -14.9% -1.1%
IGIB iShares Barclays Intermed Credit (4-5yr) $13,334 +0.4%
+2.2%
+9.2% -14.0% -1.7%
JCPB JPMorgan Core Plus Bond ETF $3,139 +0.4%
+2.1%
+7.1% -12.9% -0.5%
JPIE JPMorgan Income ETF $1,346 +0.2%
+3.5%
+7.1% -6.1% N/A
PFIG PowerShares RAFI Invest Grade Bond (5yr) $55 +0.2%
+1.3%
+6.9% -10.0% -1.4%
QLTA iShares Barclays Corp Aaa A Bond (6-7yr) $1,042 +0.5%
+0.6%
+7.6% -15.1% -2.3%
SCHI Schwab 5-10 Year Corporate Bond ETF $6,537 +0.4%
+2.1%
+9.0% -14.1% -1.9%
SPBO SPDR Portfolio Corporate Bond ETF $1,435 +0.5%
+1.4%
+8.8% -15.7% -1.3%
SPIB SPDR Portfolio Interm Corp Bond (4-5yr) $8,206 +0.2%
+2.4%
+7.3% -9.7% -1.2%
USIG iShares Barclays Credit Bond Index (6yr) $10,882 +0.4%
+1.4%
+8.7% -15.3% -1.3%
VCIT Vanguard Interm Corp Bond (6-7yr) $45,337 +0.4%
+1.9%
+9.0% -14.0% -1.8%
VTC Vanguard Total Corporate Bond ETF $979 +0.4%
+1.1%
+8.6% -15.7% -1.4%

Long-Term Investment Grade Bond Funds

BLV Vanguard Long-Term Gov't+Credit (12+yr) $5,516 +0.8%
-2.2%
+7.4% -27.0% -2.9%
IGLB iShares 10+Year Credit Bond Fund $2,277 +0.8%
-1.1%
+11.0% -25.4% -1.7%
SPLB SPDR Portfolio Long-Term Corp Bond (12+yr) $767 +0.8%
-1.3%
+11.2% -25.7% -2.0%
SUSC iShares ESG Aware USD Corporate Bond ETF $1,078 +0.5%
+0.9%
+8.6% -16.0% -1.6%

High-Yield (Junk) Bonds

ANGL VanEck Vectors Fallen Angel High Yld Bond $3,021 +0.3%
+2.8%
+12.5% -14.3% +6.8%
BKLN PowerShares S&P-LSTA Senior Loan $8,119 +0.1%
+4.0%
+12.5% -2.5% +2.3%
FALN iShares Fallen Angels USD Bond ETF $1,670 +0.3%
+4.1%
+13.5% -13.8% +5.4%
FTSL First Trust Senior Loan ETF $2,273 +0.1%
+4.3%
+11.6% -2.5% +3.9%
HYG iShares iBoxx High-Yield Corp Bond $16,964 +0.3%
+4.3%
+11.5% -11.0% +3.7%
HYHG ProShares High Yield - Int Rt Hedged $137 +0.1%
+6.1%
+14.7% -1.7% +5.7%
HYLB Xtrackers USD High Yield Corp Bd ETF $3,258 +0.2%
+4.4%
+12.0% -10.8% +3.9%
HYLS First Trust Tactical High Yield ETF $1,428 +0.3%
+2.3%
+13.6% -12.8% +3.7%
HYS PIMCO BofA ML 0-5 Yr High Yield $1,213 +0.1%
+4.4%
+11.4% -5.4% +4.8%
HYSA BondBloxx USD High Yield Bond Sector Rotn $40 +0.1%
+3.6%
+11.7% -3.8% +2.1%
JNK SPDR Barcap High-Yield Junk Bond $8,283 +0.3%
+4.3%
+12.4% -12.2% +4.0%
PHB PowerShares RAFI High Yield Bond (4-5yr) $643 +0.2%
+3.4%
+11.2% -8.8% +3.3%
RINC AXS Real Estate Income ETF $44 +1.3%
+1.0%
+8.3% -11.5% +5.7%
SHYG iShares 0-5 Year High Yield Corp Bond $6,107 +0.2%
+4.5%
+10.4% -4.7% +4.6%
SJNK SPDR Barcap Short-Term High Yield $4,613 +0.2%
+4.1%
+11.6% -5.5% +5.1%
SPHY SPDR Portfolio High Yield Bond $4,836 +0.3%
+4.7%
+12.8% -10.6% +5.6%
SRLN SPDR Blackstone GSO Senior Loan ETF $6,424 +0.0%
+3.9%
+11.6% -5.3% +4.5%
USHY iShares Broad USD High Yield ETF $12,390 +0.3%
+4.9%
+12.7% -11.2% +5.0%

Municipal Bonds (Non-Taxable)

BAB PowerShrs BofA Build America Bond (9-10yr) $1,169 +0.2%
+1.6%
+8.7% -19.5% +1.0%
CGMU Capital Group Municipal Income ETF $747 +0.0%
+1.8%
+6.8% N/A N/A
CMF iShares S&P California Muni Bond $2,812 +0.2%
+0.3%
+5.7% -8.3% +0.8%
FMB First Trust Managed Municipal ETF $1,955 +0.1%
+1.2%
+6.3% -9.9% +2.4%
FMHI First Trust Municipal High Income (Active) $614 +0.1%
+4.5%
+7.2% -14.7% +7.6%
HYD Market Vectors High Yield Muni (9-10yr) $2,940 +0.4%
+3.5%
+6.5% -16.0% +5.0%
HYMB SPDR Nuveen S&P High Yield Muni Bond $2,645 +0.5%
+4.0%
+7.7% -15.5% +5.2%
ITM Market Vectors Intermed Muni Index (7-8yr) $1,788 +0.2%
-0.4%
+5.7% -9.3% +0.2%
MMIN IQ MacKay Municipal Insured ETF (Active) $460 +0.1%
+0.4%
+7.4% -11.2% +1.3%
MUB iShares S&P National Muni Bond (2-3yr) $36,689 +0.2%
+0.4%
+5.6% -7.3% +1.0%
MUNI PIMCO Intermediate Municipal Bond $1,467 +0.1%
+0.9%
+6.1% -6.6% +0.7%
NYF iShares New York AMT-Free Muni Bond $709 +0.2%
+0.6%
+5.8% -7.8% +1.3%
PVI PowerShares VRDO Municipal $38 -0.1%
+1.6%
+2.7% +0.9% -0.1%
PZA PowerSh BofA Nat'l Long-Term Muni $2,791 +0.1%
+0.5%
+8.6% -13.2% +2.4%
SHM SPDR Short-Term Municipal Bond (2-3yr) $3,781 +0.1%
+0.2%
+2.9% -3.8% -0.4%
SUB iShares S&P Short-Term Nat'l Muni $8,674 +0.0%
+0.7%
+2.9% -2.0% +0.0%
TFI SPDR Nuveen Barclays Muni Bond (9-10yr) $3,506 +0.2%
-0.5%
+5.6% -10.2% +0.3%
VTEB Vanguard Tax Exempt Bond ETF $32,130 +0.2%
+0.4%
+6.2% -8.0% +1.1%

Mortgage Backed Securities & Other

AGZ iShares Barclays Agency Bond (3-Yr) $621 +0.1%
+1.8%
+5.2% -7.8% -1.0%
GNMA iShares GNMA Bond ETF $317 +0.3%
+0.6%
+5.3% -10.8% -1.9%
LMBS First Trust Low Duration Mortgage Opportun $4,024 +0.1%
+3.1%
+6.1% -3.1% -0.9%
MBB iShares Barclays MBS Bond Fund (2yr) $30,498 +0.4%
+0.9%
+5.0% -11.7% -1.4%
PTBD Pacer Trendpilot US Bond ETF $175 +0.2%
+3.8%
+8.8% -20.9% +0.5%
VMBS Vanguard Mortgage-Backed Bonds $17,291 +0.5%
+1.2%
+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 May-2024