through: Oct 21, 2021

ETF Performance Summary: Corporate/Credit Bonds

ETF Name Assets * 1-Day Rtn Year-To-Date Return 2020 2019 2018

Corporate Bonds Sample

IGSB iShares Barclays 1-3 Year Credit (2yr) $26,660 -0.2%
-0.4%
+5.4% +7.1% +1.2%
LQD iShares iBoxx Invest Grade Bond $40,602 -0.2%
-2.9%
+11.0% +17.4% -3.8%
VCLT Vanguard Long-Term Corp Bond (12+yr) $5,461 -0.1%
-3.4%
+13.3% +23.9% -7.0%

Aggregate Bonds (Treasuries & Corporate Bonds)

AGG iShares Core Total US Bond $89,143 -0.2%
-2.4%
+7.5% +8.5% +0.1%
AGGY WisdomTree Yield Enhanced US Agg Bond $1,060 -0.2%
-2.4%
+5.9% +11.8% -1.7%
BIV Vanguard Barclays Govt-Credit Mix $14,739 -0.2%
-3.1%
+9.7% +10.3% -0.2%
BND Vanguard Total Bond Market $78,723 -0.1%
-2.5%
+7.7% +8.8% -0.1%
BNDW Vanguard Total World Bond ETF $565 -0.2%
-2.7%
+6.2% +8.4% N/A
BOND PIMCO Total Return ETF $4,253 -0.1%
-1.2%
+7.8% +8.5% +0.4%
BSV Vanguard Short-Term Bond $34,773 -0.2%
-0.9%
+4.7% +5.0% +1.3%
DIAL Columbia Diversified ETF $1,166 -0.2%
-2.1%
+9.1% +14.0% -2.6%
FBND Fidelity Total Bond ETF $1,974 -0.2%
-1.3%
+9.4% +9.8% -0.6%
GBF iShares Barclays GovtCredit (5-7yr) $160 -0.2%
-3.1%
+8.8% +9.5% -0.5%
GTO Invesco Total Return Bond ETF (Active) N/A -0.3%
-0.9%
+10.9% +11.7% -0.3%
ILTB iShares Core Long-Term US Bond (13-14yr) $400 -0.1%
-5.1%
+16.1% +19.6% -5.1%
IUSB iShares Core Total USD Bond Market $14,755 -0.2%
-2.0%
+7.6% +9.1% -0.3%
SCHZ Schwab Barclays Aggregate Bond $9,024 -0.2%
-2.4%
+7.5% +8.7% +0.0%
SPAB SPDR Portfolio Aggregate Bond (4-5yr) $6,183 -0.1%
-2.3%
+7.4% +8.7% -0.2%
TOTL SPDR Doubleline Total Return Tactical $3,118 -0.3%
-1.2%
+3.6% +6.9% +0.8%
UCON First Trust TCW Unconstrained Plus Bond $540 -0.1%
+1.0%
+6.5% +7.4% N/A
VBND Vident Core US Bond Strategy ETF $412 -0.2%
-1.0%
+5.4% +9.5% -1.0%

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

FLOT iShares Barclays Inv Gr Floating Rate $6,511 +0.0%
+0.5%
+0.9% +4.0% +1.5%
FLTR Market Vec Inv-Grade Floating-Rate (0.1yr) $623 +0.0%
+0.8%
+1.4% +5.7% +0.3%
FTSM First Trust Enhanced Short Maturity Fund $4,428 +0.0%
+0.1%
+1.1% +2.8% +1.9%
ICSH iShares Ultra Short-Term Bond ETF $5,675 +0.0%
+0.2%
+1.6% +3.2% +2.3%
JPST JPMorgan Ultra-Short Income ETF $17,363 +0.0%
+0.2%
+2.2% +3.3% +2.2%
MINT PIMCO Enhanced Short-Maturity Active ETF $14,038 +0.0%
+0.1%
+1.6% +3.3% +1.7%
NEAR iShares Short Maturity Multi-Sector Bond $4,709 +0.0%
+0.4%
+1.4% +3.6% +1.7%
USFR WisdomTree Floating Rate Treasury ETF $1,113 +0.0%
+0.0%
+0.5% +2.0% +2.0%
VNLA Janus Henderson Short Duration Inc ETF $2,860 -0.1%
-0.1%
+3.0% +4.5% +1.3%
VUSB Vanguard Ultra-Short Bond ETF N/A +0.0%
+0.1%
N/A N/A N/A

Short-Term Investment Grade Bond Funds

FLRN SPDR Barclays Invest Grade Floating Rate $2,481 +0.0%
+0.5%
+0.8% +4.0% +1.4%
GSY Invesco Ultra Short Duration $2,999 +0.0%
+0.1%
+1.9% +3.4% +2.2%
IGHG ProShares Investment Grade Int Rt Hedged $878 +0.0%
+2.0%
+0.6% +12.7% -3.9%
ISTB iShares Core Short-Term US Bond $5,540 -0.2%
-0.5%
+4.8% +5.6% +1.0%
SLQD iShares 0-5 Year Invmt Grade Corp Bond ETF $2,527 -0.2%
-0.5%
+4.8% +6.1% +1.1%
SPSB SPDR Portfolio Short-Term Corp Bond (2yr) $7,781 -0.2%
-0.1%
+3.8% +5.2% +1.4%
VCSH Vanguard Short-Term Inv Grd Bond (2-3yr) $40,343 -0.2%
-0.5%
+5.1% +7.0% +0.9%
VRIG Invesco Variable Rate Invest Grade ETF $468 -0.1%
+1.0%
+1.8% +4.6% +0.5%

Intermediate-Term Investment Grade Bond Funds

CORP PIMCO BofA Invest Grade Corp Bond (6-7yr) $813 -0.2%
-2.1%
+9.7% +14.8% -3.0%
FIXD First Trust TCW Opportunst Fixed Inc ETF $5,178 -0.1%
-1.7%
+8.9% +9.3% +0.5%
GVI iShares Barclays Interm Gov't+Credit (4yr) $2,380 -0.2%
-1.9%
+6.4% +6.5% +0.8%
IGEB iShares Edge Invest Grade Enh Bd $160 -0.2%
-1.8%
+11.2% +15.4% -2.1%
IGIB iShares Barclays Intermed Credit (4-5yr) $11,959 -0.2%
-2.3%
+9.6% +14.6% -0.7%
PFIG PowerShares RAFI Invest Grade Bond (5yr) $51 -0.2%
-1.6%
+7.7% +9.7% -0.8%
QLTA iShares Barclays Corp Aaa A Bond (6-7yr) $1,196 -0.2%
-3.1%
+9.6% +12.5% -2.3%
SPIB SPDR Portfolio Interm Corp Bond (4-5yr) $6,457 -0.2%
-1.5%
+7.7% +10.2% -0.5%
USIG iShares Barclays Credit Bond Index (6yr) $5,849 -0.2%
-2.1%
+9.4% +14.0% -2.2%
VCIT Vanguard Interm Corp Bond (6-7yr) $46,403 -0.3%
-2.4%
+9.5% +14.1% -1.7%
VTC Vanguard Total Corporate Bond ETF $721 -0.1%
-2.2%
+9.3% +14.6% -2.5%

Long-Term Investment Grade Bond Funds

BLV Vanguard Long-Term Gov't+Credit (12+yr) $5,957 -0.1%
-5.4%
+15.8% +19.0% -4.2%
IGLB iShares 10+Year Credit Bond Fund $2,606 -0.1%
-3.5%
+13.3% +23.2% -6.9%
SPLB SPDR Portfolio Long-Term Corp Bond (12+yr) $1,017 -0.1%
-3.7%
+13.5% +23.5% -7.3%

High-Yield (Junk) Bonds

ANGL VanEck Vectors Fallen Angel High Yld Bond $5,177 +0.1%
+5.8%
+13.2% +18.1% -5.8%
BKLN PowerShares S&P-LSTA Senior Loan $6,702 +0.0%
+1.9%
+1.3% +10.0% -1.3%
FALN iShares Fallen Angels USD Bond ETF $2,867 +0.1%
+4.6%
+14.9% +17.4% -5.0%
FTSL First Trust Senior Loan ETF $2,403 +0.0%
+3.2%
+3.0% +10.1% -1.3%
HYG iShares iBoxx High-Yield Corp Bond $20,327 -0.3%
+2.8%
+4.5% +14.1% -2.0%
HYHG ProShares High Yield - Int Rt Hedged $113 -0.2%
+4.9%
+0.2% +12.0% -2.0%
HYLB Xtrackers USD High Yield Corp Bd ETF $6,828 -0.3%
+3.0%
+5.0% +14.1% -1.8%
HYLD AdvisorShs Peritus High-Yield Bond (3-4yr) $132 +0.2%
+5.9%
+3.1% +7.2% +0.2%
HYLS First Trust Tactical High Yield ETF $2,339 -0.1%
+2.8%
+5.3% +14.6% -2.5%
HYS PIMCO BofA ML 0-5 Yr High Yield $2,204 -0.1%
+3.9%
+3.3% +10.2% -0.7%
JNK SPDR Barcap High-Yield Junk Bond $9,192 -0.3%
+3.0%
+5.0% +14.9% -3.3%
PHB PowerShares RAFI High Yield Bond (4-5yr) $837 -0.3%
+2.6%
+5.2% +13.6% -2.7%
SHYG iShares 0-5 Year High Yield Corp Bond $5,289 -0.2%
+3.9%
+3.2% +10.0% +0.0%
SJNK SPDR Barcap Short-Term High Yield $4,868 -0.2%
+4.5%
+5.8% +9.5% -0.3%
SNLN Highland iBoxx Senior Loan ETF $44 +0.0%
+2.2%
-5.7% +7.0% -0.9%
SPHY SPDR Portfolio High Yield Bond $397 -0.2%
+4.5%
+6.6% +13.2% -3.3%
SRLN SPDR Blackstone GSO Senior Loan ETF $6,433 +0.0%
+3.8%
+3.1% +10.0% -0.7%
USHY iShares Broad USD High Yield ETF $8,435 -0.1%
+3.9%
+6.2% +14.2% -2.4%

Municipal Bonds (Non-Taxable)

BAB PowerShrs BofA Build America Bond (9-10yr) $2,369 -0.2%
-0.5%
+9.1% +10.9% +0.9%
CMF iShares S&P California Muni Bond $1,869 -0.2%
-0.4%
+4.5% +6.9% +1.0%
FMB First Trust Managed Municipal ETF $2,284 -0.2%
+1.2%
+4.4% +8.3% +0.9%
FMHI First Trust Municipal High Income (Active) N/A -0.2%
+5.7%
+4.1% +10.3% +2.5%
HYD Market Vectors High Yield Muni (9-10yr) $3,953 -0.2%
+3.0%
+0.2% +9.4% +2.2%
HYMB SPDR Nuveen S&P High Yield Muni Bond $1,792 -0.1%
+3.2%
+3.7% +9.5% +4.9%
ITM Market Vectors Intermed Muni Index (7-8yr) $1,910 -0.3%
-0.9%
+5.7% +8.4% +1.0%
MMIN IQ MacKay Municipal Insured ETF (Active) N/A -0.3%
-0.1%
+7.5% +8.1% +2.0%
MUB iShares S&P National Muni Bond (2-3yr) $23,230 -0.3%
-0.2%
+5.1% +7.1% +0.9%
MUNI PIMCO Intermediate Municipal Bond $655 -0.2%
+0.1%
+4.8% +7.1% +1.0%
NYF iShares New York AMT-Free Muni Bond $536 -0.1%
+0.3%
+4.2% +6.5% +0.7%
PVI PowerShares VRDO Municipal $49 -0.1%
-0.1%
+0.2% +1.2% +1.2%
PZA PowerSh BofA Nat'l Long-Term Muni $2,441 -0.4%
+0.4%
+5.1% +9.0% -0.1%
SHM SPDR Short-Term Municipal Bond (2-3yr) $4,850 -0.1%
-0.4%
+2.6% +3.6% +1.6%
SUB iShares S&P Short-Term Nat'l Muni $5,193 -0.1%
+0.0%
+2.5% +2.9% +1.8%
TFI SPDR Nuveen Barclays Muni Bond (9-10yr) $3,749 -0.3%
-1.1%
+6.0% +7.4% +0.5%
VTEB Vanguard Tax Exempt Bond ETF $13,486 -0.2%
+0.0%
+5.2% +7.3% +1.1%

Mortgage Backed Securities & Other

AGZ iShares Barclays Agency Bond (3-Yr) $730 -0.2%
-1.0%
+5.8% +5.5% +1.3%
GNMA iShares GNMA Bond ETF $506 -0.4%
-2.0%
+3.5% +5.9% +0.8%
LMBS First Trust Low Duration Mortgage Opportun $6,849 -0.1%
-0.5%
+1.6% +4.1% +1.6%
MBB iShares Barclays MBS Bond Fund (2yr) $25,831 -0.3%
-1.3%
+4.1% +6.2% +0.8%
PTBD Pacer Trendpilot US Bond ETF $1,106 -0.2%
+0.0%
+10.6% N/A N/A
VMBS Vanguard Mortgage-Backed Bonds $14,944 -0.2%
-1.3%
+3.7% +6.2% +0.9%
All returns are Total Return: calculated using market prices and include any dividends
* Total Net Assets (million) as of end Jul-2021