through: May 23, 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) $20,955 -0.2%
+0.8%
+6.4% -5.6% -0.6%
LQD iShares iBoxx Invest Grade Bond $32,246 -0.4%
-2.1%
+9.4% -17.9% -1.8%
VCLT Vanguard Long-Term Corp Bond (12+yr) $7,995 -0.7%
-3.8%
+11.2% -25.5% -1.7%

Aggregate Bonds (Treasuries & Corporate Bonds)

AGG iShares Core Total US Bond $104,170 -0.3%
-1.6%
+5.7% -13.0% -1.8%
AGGY WisdomTree Yield Enhanced US Agg Bond $972 -0.3%
-1.3%
+7.3% -15.3% -1.7%
BIV Vanguard Barclays Govt-Credit Mix $17,309 -0.3%
-1.6%
+6.1% -13.2% -2.4%
BND Vanguard Total Bond Market $105,759 -0.3%
-1.5%
+5.7% -13.1% -1.9%
BNDW Vanguard Total World Bond ETF $771 -0.2%
-1.2%
+7.2% -12.9% -2.1%
BOND PIMCO Total Return ETF $4,155 -0.4%
-0.7%
+6.5% -14.6% -0.8%
BSV Vanguard Short-Term Bond $31,544 -0.1%
+0.1%
+4.9% -5.5% -1.1%
CGCP Capital Group Core Plus Income ETF $2,045 -0.4%
-0.6%
+7.2% N/A N/A
DIAL Columbia Diversified ETF $411 -0.5%
-1.3%
+8.5% -16.1% -1.1%
EAGG iShares ESG Aware U.S. Aggregate Bond ETF $3,552 -0.4%
-1.7%
+5.6% -13.6% -1.3%
FBND Fidelity Total Bond ETF $7,870 -0.4%
-1.1%
+6.8% -12.5% -0.4%
GBF iShares Barclays GovtCredit (5-7yr) $236 -0.3%
-1.6%
+5.8% -13.8% -2.3%
GTO Invesco Total Return Bond ETF (Active) $1,254 -0.4%
-0.5%
+6.0% -14.8% -0.4%
ILTB iShares Core Long-Term US Bond (13-14yr) $612 -0.7%
-4.3%
+8.0% -26.6% -2.7%
IUSB iShares Core Total USD Bond Market $27,700 -0.3%
-1.2%
+6.2% -13.0% -1.3%
SCHZ Schwab Barclays Aggregate Bond $7,518 -0.3%
-1.6%
+5.6% -13.2% -1.7%
SPAB SPDR Portfolio Aggregate Bond (4-5yr) $7,751 -0.3%
-1.6%
+5.6% -13.0% -1.8%
TOTL SPDR Doubleline Total Return Tactical $2,794 -0.3%
-0.4%
+5.6% -11.6% -1.0%
UCON First Trust TCW Unconstrained Plus Bond $2,199 -0.2%
+0.3%
+7.7% -5.7% +1.0%
VBND Vident Core US Bond Strategy ETF $417 -0.1%
-0.8%
+8.2% -14.2% -0.4%

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

BILS SPDR Bloomberg 3-12 Month T-Bill ETF $2,733 +0.1%
+1.9%
+4.9% +0.9% -0.1%
CLOA Blackrock AAA CLO ETF $118 +0.1%
+3.3%
N/A N/A N/A
FLOT iShares Barclays Inv Gr Floating Rate $7,262 +0.0%
+2.9%
+6.4% +1.3% +0.4%
FLTR Market Vec Inv-Grade Floating-Rate (0.1yr) $1,406 +0.1%
+3.4%
+7.4% +0.7% +0.6%
FTSM First Trust Enhanced Short Maturity Fund $6,573 +0.0%
+1.9%
+5.1% +1.0% +0.0%
ICSH iShares Ultra Short-Term Bond ETF $5,544 +0.0%
+2.1%
+5.6% +1.0% +0.2%
JAAA Janus Henderson AAA CLO ETF $7,420 +0.1%
+3.3%
+8.6% +0.5% +1.4%
JPST JPMorgan Ultra-Short Income ETF $22,608 +0.0%
+2.1%
+5.1% +1.1% +0.1%
MINT PIMCO Enhanced Short-Maturity Active ETF $10,989 +0.0%
+2.5%
+6.3% -1.0% +0.0%
NEAR iShares Short Maturity Multi-Sector Bond $2,997 -0.1%
+0.9%
+7.4% +0.4% +0.3%
USFR WisdomTree Floating Rate Treasury ETF $17,481 +0.0%
+2.4%
+5.2% +2.0% +0.0%
VNLA Janus Henderson Short Duration Inc ETF $2,243 +0.0%
+1.8%
+6.1% -0.2% -0.2%
VUSB Vanguard Ultra-Short Bond ETF $4,149 +0.0%
+1.8%
+5.5% -0.4% N/A

Short-Term Investment Grade Bond Funds

BINC Blackrock Flexible Income ETF $2,679 -0.2%
+1.2%
N/A N/A N/A
FLRN SPDR Barclays Invest Grade Floating Rate $2,316 +0.1%
+2.8%
+6.5% +1.3% +0.4%
FSIG First Trust Limited Duration IG Corporate $1,085 -0.1%
+0.3%
+6.2% -4.4% N/A
GSY Invesco Ultra Short Duration $1,941 +0.0%
+2.1%
+6.0% +0.0% +0.0%
IGHG ProShares Investment Grade Int Rt Hedged $280 -0.1%
+3.6%
+11.6% -0.9% +0.9%
ISTB iShares Core Short-Term US Bond $4,089 -0.2%
+0.3%
+5.6% -6.1% -0.7%
SLQD iShares 0-5 Year Invmt Grade Corp Bond ETF $2,110 -0.1%
+0.9%
+6.0% -4.4% -0.6%
SPSB SPDR Portfolio Short-Term Corp Bond (2yr) $7,611 -0.1%
+1.1%
+5.6% -3.3% -0.2%
SUSB iShares ESG Aware 1-5 Yr US Corp Bond ETF $854 -0.2%
+0.7%
+6.0% -5.7% -0.8%
VCSH Vanguard Short-Term Inv Grd Bond (2-3yr) $35,383 -0.2%
+0.7%
+6.2% -5.6% -0.6%
VRIG Invesco Variable Rate Invest Grade ETF $832 +0.0%
+3.1%
+7.4% +1.0% +1.1%

Intermediate-Term Investment Grade Bond Funds

CORP PIMCO BofA Invest Grade Corp Bond (6-7yr) $1,090 -0.3%
-1.2%
+9.1% -15.0% -1.2%
FIXD First Trust TCW Opportunst Fixed Inc ETF $5,161 -0.3%
-2.4%
+5.7% -15.0% -1.3%
GVI iShares Barclays Interm Gov't+Credit (4yr) $3,164 -0.2%
-0.5%
+5.1% -8.3% -1.9%
IGEB iShares Edge Invest Grade Enh Bd $600 -0.3%
-0.8%
+9.6% -14.9% -1.1%
IGIB iShares Barclays Intermed Credit (4-5yr) $12,800 -0.3%
-0.7%
+9.2% -14.0% -1.7%
JCPB JPMorgan Core Plus Bond ETF $2,839 -0.3%
-0.7%
+7.1% -12.9% -0.5%
JPIE JPMorgan Income ETF $1,147 -0.1%
+1.3%
+7.1% -6.1% N/A
PFIG PowerShares RAFI Invest Grade Bond (5yr) $52 -0.3%
-0.7%
+6.9% -10.0% -1.4%
QLTA iShares Barclays Corp Aaa A Bond (6-7yr) $1,046 -0.4%
-1.7%
+7.6% -15.1% -2.3%
SCHI Schwab 5-10 Year Corporate Bond ETF $6,364 -0.4%
-0.8%
+9.0% -14.1% -1.9%
SPBO SPDR Portfolio Corporate Bond ETF $1,331 -0.4%
-1.0%
+8.8% -15.7% -1.3%
SPIB SPDR Portfolio Interm Corp Bond (4-5yr) $8,546 -0.2%
+0.1%
+7.3% -9.7% -1.2%
USIG iShares Barclays Credit Bond Index (6yr) $10,607 -0.3%
-1.0%
+8.7% -15.3% -1.3%
VCIT Vanguard Interm Corp Bond (6-7yr) $46,347 -0.3%
-0.9%
+9.0% -14.0% -1.8%
VTC Vanguard Total Corporate Bond ETF $970 -0.3%
-1.3%
+8.6% -15.7% -1.4%

Long-Term Investment Grade Bond Funds

BLV Vanguard Long-Term Gov't+Credit (12+yr) $5,618 -0.7%
-4.7%
+7.4% -27.0% -2.9%
IGLB iShares 10+Year Credit Bond Fund $2,155 -0.7%
-3.5%
+11.0% -25.4% -1.7%
SPLB SPDR Portfolio Long-Term Corp Bond (12+yr) $768 -0.7%
-3.7%
+11.2% -25.7% -2.0%
SUSC iShares ESG Aware USD Corporate Bond ETF $1,068 -0.3%
-1.4%
+8.6% -16.0% -1.6%

High-Yield (Junk) Bonds

ANGL VanEck Vectors Fallen Angel High Yld Bond $3,108 -0.5%
+1.0%
+12.5% -14.3% +6.8%
BKLN PowerShares S&P-LSTA Senior Loan $7,349 +0.0%
+3.0%
+12.5% -2.5% +2.3%
FALN iShares Fallen Angels USD Bond ETF $1,701 -0.3%
+1.9%
+13.5% -13.8% +5.4%
FTSL First Trust Senior Loan ETF $2,156 +0.0%
+3.0%
+11.6% -2.5% +3.9%
HYG iShares iBoxx High-Yield Corp Bond $16,005 -0.4%
+1.4%
+11.5% -11.0% +3.7%
HYHG ProShares High Yield - Int Rt Hedged $134 +0.0%
+4.6%
+14.7% -1.7% +5.7%
HYLB Xtrackers USD High Yield Corp Bd ETF $3,209 -0.3%
+1.4%
+12.0% -10.8% +3.9%
HYLS First Trust Tactical High Yield ETF $1,474 -0.2%
-0.1%
+13.6% -12.8% +3.7%
HYS PIMCO BofA ML 0-5 Yr High Yield $1,332 -0.3%
+1.8%
+11.4% -5.4% +4.8%
HYSA BondBloxx USD High Yield Bond Sector Rotn $39 -0.4%
+0.8%
+11.7% -3.8% +2.1%
JNK SPDR Barcap High-Yield Junk Bond $8,408 -0.4%
+1.4%
+12.4% -12.2% +4.0%
PHB PowerShares RAFI High Yield Bond (4-5yr) $681 -0.4%
+0.9%
+11.2% -8.8% +3.3%
RINC AXS Real Estate Income ETF $51 -3.3%
-10.5%
+8.3% -11.5% +5.7%
SHYG iShares 0-5 Year High Yield Corp Bond $5,802 -0.2%
+1.9%
+10.4% -4.7% +4.6%
SJNK SPDR Barcap Short-Term High Yield $4,460 -0.2%
+1.6%
+11.6% -5.5% +5.1%
SPHY SPDR Portfolio High Yield Bond $4,078 -0.3%
+1.8%
+12.8% -10.6% +5.6%
SRLN SPDR Blackstone GSO Senior Loan ETF $5,636 +0.0%
+3.2%
+11.6% -5.3% +4.5%
USHY iShares Broad USD High Yield ETF $11,712 -0.3%
+1.9%
+12.7% -11.2% +5.0%

Municipal Bonds (Non-Taxable)

BAB PowerShrs BofA Build America Bond (9-10yr) $1,315 -0.1%
-1.0%
+8.7% -19.5% +1.0%
CGMU Capital Group Municipal Income ETF $642 -0.2%
-0.2%
+6.8% N/A N/A
CMF iShares S&P California Muni Bond $2,785 -0.4%
-1.5%
+5.7% -8.3% +0.8%
FMB First Trust Managed Municipal ETF $1,982 -0.2%
-0.6%
+6.3% -9.9% +2.4%
FMHI First Trust Municipal High Income (Active) $604 -0.3%
+1.8%
+7.2% -14.7% +7.6%
HYD Market Vectors High Yield Muni (9-10yr) $2,933 -0.3%
+1.0%
+6.5% -16.0% +5.0%
HYMB SPDR Nuveen S&P High Yield Muni Bond $2,572 -0.2%
+1.7%
+7.7% -15.5% +5.2%
ITM Market Vectors Intermed Muni Index (7-8yr) $1,837 -0.4%
-2.3%
+5.7% -9.3% +0.2%
MMIN IQ MacKay Municipal Insured ETF (Active) $456 -0.3%
-1.5%
+7.4% -11.2% +1.3%
MUB iShares S&P National Muni Bond (2-3yr) $36,664 -0.3%
-1.4%
+5.6% -7.3% +1.0%
MUNI PIMCO Intermediate Municipal Bond $1,388 -0.2%
-0.8%
+6.1% -6.6% +0.7%
NYF iShares New York AMT-Free Muni Bond $671 -0.4%
-1.2%
+5.8% -7.8% +1.3%
PVI PowerShares VRDO Municipal $36 +0.0%
+1.2%
+2.7% +0.9% -0.1%
PZA PowerSh BofA Nat'l Long-Term Muni $2,763 -0.4%
-1.7%
+8.6% -13.2% +2.4%
SHM SPDR Short-Term Municipal Bond (2-3yr) $3,842 -0.1%
-1.2%
+2.9% -3.8% -0.4%
SUB iShares S&P Short-Term Nat'l Muni $8,716 -0.1%
-0.5%
+2.9% -2.0% +0.0%
TFI SPDR Nuveen Barclays Muni Bond (9-10yr) $3,584 -0.3%
-2.5%
+5.6% -10.2% +0.3%
VTEB Vanguard Tax Exempt Bond ETF $32,173 -0.2%
-1.5%
+6.2% -8.0% +1.1%

Mortgage Backed Securities & Other

AGZ iShares Barclays Agency Bond (3-Yr) $691 -0.2%
+0.0%
+5.2% -7.8% -1.0%
GNMA iShares GNMA Bond ETF $327 -0.3%
-2.1%
+5.3% -10.8% -1.9%
LMBS First Trust Low Duration Mortgage Opportun $3,986 -0.1%
+1.0%
+6.1% -3.1% -0.9%
MBB iShares Barclays MBS Bond Fund (2yr) $28,471 -0.4%
-2.2%
+5.0% -11.7% -1.4%
PTBD Pacer Trendpilot US Bond ETF $183 -0.3%
+1.0%
+8.8% -20.9% +0.5%
VMBS Vanguard Mortgage-Backed Bonds $17,308 -0.5%
-1.9%
+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 Mar-2024