through: Dec 01, 2023

ETF Return Summary: Corporate/Credit Bonds

ETF Name Assets * 1-Day Rtn Year-To-Date Return 2022 2021 2020

Corporate Bonds Sample

IGSB iShares Barclays 1-3 Year Credit (2yr) $20,876 +0.4%
+4.9%
-5.6% -0.6% +5.4%
LQD iShares iBoxx Invest Grade Bond $27,939 +1.2%
+5.6%
-17.9% -1.8% +11.0%
VCLT Vanguard Long-Term Corp Bond (12+yr) $5,195 +1.4%
+5.6%
-25.5% -1.7% +13.3%

Aggregate Bonds (Treasuries & Corporate Bonds)

AGG iShares Core Total US Bond $88,999 +0.9%
+2.8%
-13.0% -1.8% +7.5%
AGGY WisdomTree Yield Enhanced US Agg Bond $836 +0.7%
+4.2%
-15.3% -1.7% +5.9%
BIV Vanguard Barclays Govt-Credit Mix $15,066 +0.9%
+3.2%
-13.2% -2.4% +9.7%
BND Vanguard Total Bond Market $94,870 +0.8%
+2.9%
-13.1% -1.9% +7.7%
BNDW Vanguard Total World Bond ETF $665 +0.7%
+4.4%
-12.9% -2.1% +6.2%
BOND PIMCO Total Return ETF $3,571 +0.8%
+3.3%
-14.6% -0.8% +7.8%
BSV Vanguard Short-Term Bond $32,261 +0.4%
+3.6%
-5.5% -1.1% +4.7%
CGCP Capital Group Core Plus Income ETF $1,136 +0.7%
+4.4%
N/A N/A N/A
DIAL Columbia Diversified ETF $349 +1.3%
+4.9%
-16.1% -1.1% +9.1%
EAGG iShares ESG Aware U.S. Aggregate Bond ETF $3,247 +0.9%
+2.7%
-13.6% -1.3% +7.4%
FBND Fidelity Total Bond ETF $5,647 +1.0%
+3.7%
-12.5% -0.4% +9.4%
GBF iShares Barclays GovtCredit (5-7yr) $344 +0.8%
+3.0%
-13.8% -2.3% +8.8%
GTO Invesco Total Return Bond ETF (Active) $1,026 +0.7%
+2.8%
-14.8% -0.4% +10.9%
ILTB iShares Core Long-Term US Bond (13-14yr) $479 +1.6%
+2.1%
-26.6% -2.7% +16.1%
IUSB iShares Core Total USD Bond Market $21,302 +0.9%
+3.3%
-13.0% -1.3% +7.6%
SCHZ Schwab Barclays Aggregate Bond $6,756 +0.9%
+2.8%
-13.2% -1.7% +7.5%
SPAB SPDR Portfolio Aggregate Bond (4-5yr) $7,008 +0.7%
+2.6%
-13.0% -1.8% +7.4%
TOTL SPDR Doubleline Total Return Tactical $3,116 +0.9%
+2.3%
-11.6% -1.0% +3.6%
UCON First Trust TCW Unconstrained Plus Bond $1,534 +0.7%
+5.7%
-5.7% +1.0% +6.5%
VBND Vident Core US Bond Strategy ETF $379 +0.7%
+4.6%
-14.2% -0.4% +5.4%

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

BILS SPDR Bloomberg 3-12 Month T-Bill ETF $2,861 +0.0%
+4.5%
+0.9% -0.1% N/A
FLOT iShares Barclays Inv Gr Floating Rate $7,576 +0.1%
+5.9%
+1.3% +0.4% +0.9%
FLTR Market Vec Inv-Grade Floating-Rate (0.1yr) $1,313 +0.1%
+6.8%
+0.7% +0.6% +1.4%
FTSM First Trust Enhanced Short Maturity Fund $7,541 +0.1%
+4.6%
+1.0% +0.0% +1.1%
ICSH iShares Ultra Short-Term Bond ETF $6,232 +0.1%
+5.0%
+1.0% +0.2% +1.6%
JPST JPMorgan Ultra-Short Income ETF $23,080 +0.1%
+4.5%
+1.1% +0.1% +2.2%
MINT PIMCO Enhanced Short-Maturity Active ETF $10,753 +0.1%
+5.7%
-1.0% +0.0% +1.6%
NEAR iShares Short Maturity Multi-Sector Bond $3,125 +0.2%
+6.1%
+0.4% +0.3% +1.4%
USFR WisdomTree Floating Rate Treasury ETF $18,757 +0.0%
+4.9%
+2.0% +0.0% +0.5%
VNLA Janus Henderson Short Duration Inc ETF $2,366 +0.2%
+5.4%
-0.2% -0.2% +3.0%
VUSB Vanguard Ultra-Short Bond ETF $4,239 +0.2%
+4.7%
-0.4% N/A N/A

Short-Term Investment Grade Bond Funds

BINC Blackrock Flexible Income ETF $172 +0.8%
+4.7%
N/A N/A N/A
FLRN SPDR Barclays Invest Grade Floating Rate $2,495 +0.1%
+6.0%
+1.3% +0.4% +0.8%
FSIG First Trust Limited Duration IG Corporate $785 +0.4%
+4.8%
-4.4% N/A N/A
GSY Invesco Ultra Short Duration $1,889 +0.1%
+5.2%
+0.0% +0.0% +1.9%
IGHG ProShares Investment Grade Int Rt Hedged $295 +0.0%
+11.5%
-0.9% +0.9% +0.6%
ISTB iShares Core Short-Term US Bond $4,044 +0.4%
+4.2%
-6.1% -0.7% +4.8%
SLQD iShares 0-5 Year Invmt Grade Corp Bond ETF $2,236 +0.4%
+4.7%
-4.4% -0.6% +4.8%
SPSB SPDR Portfolio Short-Term Corp Bond (2yr) $7,199 +0.3%
+4.5%
-3.3% -0.2% +3.8%
SUSB iShares ESG Aware 1-5 Yr US Corp Bond ETF $843 +0.4%
+4.5%
-5.7% -0.8% +5.0%
VCSH Vanguard Short-Term Inv Grd Bond (2-3yr) $34,051 +0.3%
+4.6%
-5.6% -0.6% +5.1%
VRIG Invesco Variable Rate Invest Grade ETF $766 +0.2%
+6.6%
+1.0% +1.1% +1.8%

Intermediate-Term Investment Grade Bond Funds

CORP PIMCO BofA Invest Grade Corp Bond (6-7yr) $873 +0.9%
+5.5%
-15.0% -1.2% +9.7%
FIXD First Trust TCW Opportunst Fixed Inc ETF $4,369 +1.2%
+2.7%
-15.0% -1.3% +8.9%
GVI iShares Barclays Interm Gov't+Credit (4yr) $3,021 +0.5%
+3.4%
-8.3% -1.9% +6.4%
IGEB iShares Edge Invest Grade Enh Bd $236 +0.9%
+6.1%
-14.9% -1.1% +11.2%
IGIB iShares Barclays Intermed Credit (4-5yr) $10,799 +0.8%
+5.8%
-14.0% -1.7% +9.6%
JCPB JPMorgan Core Plus Bond ETF $1,875 +0.7%
+3.9%
-12.9% -0.5% +9.2%
JPIE JPMorgan Income ETF $749 +0.6%
+5.1%
-6.1% N/A N/A
PFIG PowerShares RAFI Invest Grade Bond (5yr) $38 +0.7%
+4.5%
-10.0% -1.4% +7.7%
QLTA iShares Barclays Corp Aaa A Bond (6-7yr) $922 +0.9%
+4.4%
-15.1% -2.3% +9.6%
SCHI Schwab 5-10 Year Corporate Bond ETF $5,188 +0.7%
+5.6%
-14.1% -1.9% +9.7%
SPBO SPDR Portfolio Corporate Bond ETF $1,025 +0.9%
+5.5%
-15.7% -1.3% +10.3%
SPIB SPDR Portfolio Interm Corp Bond (4-5yr) $6,560 +0.6%
+5.0%
-9.7% -1.2% +7.7%
USIG iShares Barclays Credit Bond Index (6yr) $9,013 +0.8%
+5.3%
-15.3% -1.3% +9.4%
VCIT Vanguard Interm Corp Bond (6-7yr) $35,547 +0.8%
+5.5%
-14.0% -1.8% +9.5%
VTC Vanguard Total Corporate Bond ETF $844 +1.0%
+5.2%
-15.7% -1.4% +9.3%

Long-Term Investment Grade Bond Funds

BLV Vanguard Long-Term Gov't+Credit (12+yr) $5,143 +1.6%
+1.4%
-27.0% -2.9% +15.8%
IGLB iShares 10+Year Credit Bond Fund $1,692 +1.4%
+5.4%
-25.4% -1.7% +13.3%
SPLB SPDR Portfolio Long-Term Corp Bond (12+yr) $635 +1.5%
+5.5%
-25.7% -2.0% +13.5%
SUSC iShares ESG Aware USD Corporate Bond ETF $1,069 +0.8%
+5.1%
-16.0% -1.6% +9.6%

High-Yield (Junk) Bonds

ANGL VanEck Vectors Fallen Angel High Yld Bond $2,347 +0.8%
+10.0%
-14.3% +6.8% +13.2%
BKLN PowerShares S&P-LSTA Senior Loan $4,645 +0.0%
+10.3%
-2.5% +2.3% +1.3%
FALN iShares Fallen Angels USD Bond ETF $1,258 +0.9%
+11.0%
-13.8% +5.4% +14.9%
FTSL First Trust Senior Loan ETF $2,183 +0.2%
+10.2%
-2.5% +3.9% +3.0%
HYG iShares iBoxx High-Yield Corp Bond $11,062 +0.8%
+9.0%
-11.0% +3.7% +4.5%
HYHG ProShares High Yield - Int Rt Hedged $115 +0.5%
+12.7%
-1.7% +5.7% +0.2%
HYLB Xtrackers USD High Yield Corp Bd ETF $2,662 +0.8%
+9.3%
-10.8% +3.9% +5.0%
HYLS First Trust Tactical High Yield ETF $1,381 +0.7%
+10.7%
-12.8% +3.7% +5.3%
HYS PIMCO BofA ML 0-5 Yr High Yield $1,166 +0.7%
+9.3%
-5.4% +4.8% +3.3%
HYSA BondBloxx USD High Yield Bond Sector Rotn $29 +0.9%
+8.9%
-3.8% +2.1% -5.7%
JNK SPDR Barcap High-Yield Junk Bond $5,915 +0.8%
+9.7%
-12.2% +4.0% +5.0%
PHB PowerShares RAFI High Yield Bond (4-5yr) $512 +0.7%
+8.7%
-8.8% +3.3% +5.2%
RINC AXS Real Estate Income ETF $56 +3.1%
+3.8%
-11.5% +5.7% +3.1%
SHYG iShares 0-5 Year High Yield Corp Bond $4,594 +0.6%
+8.5%
-4.7% +4.6% +3.2%
SJNK SPDR Barcap Short-Term High Yield $2,939 +0.7%
+9.6%
-5.5% +5.1% +5.8%
SPHY SPDR Portfolio High Yield Bond $2,377 +0.8%
+9.9%
-10.6% +5.6% +6.6%
SRLN SPDR Blackstone GSO Senior Loan ETF $4,206 +0.0%
+9.7%
-5.3% +4.5% +3.1%
USHY iShares Broad USD High Yield ETF $9,016 +0.8%
+10.1%
-11.2% +5.0% +6.2%

Municipal Bonds (Non-Taxable)

BAB PowerShrs BofA Build America Bond (9-10yr) $1,454 +1.0%
+5.1%
-19.5% +1.0% +9.1%
CGMU Capital Group Municipal Income ETF N/A +0.5%
+4.8%
N/A N/A N/A
CMF iShares S&P California Muni Bond $2,319 +0.4%
+3.7%
-8.3% +0.8% +4.5%
FMB First Trust Managed Municipal ETF $1,812 +0.6%
+4.2%
-9.9% +2.4% +4.4%
FMHI First Trust Municipal High Income (Active) $452 +0.6%
+4.6%
-14.7% +7.6% +4.1%
HYD Market Vectors High Yield Muni (9-10yr) $2,526 +0.6%
+4.1%
-16.0% +5.0% +0.2%
HYMB SPDR Nuveen S&P High Yield Muni Bond $1,861 +0.6%
+5.0%
-15.5% +5.2% +3.7%
ITM Market Vectors Intermed Muni Index (7-8yr) $1,817 +0.5%
+3.1%
-9.3% +0.2% +5.7%
MMIN IQ MacKay Municipal Insured ETF (Active) $392 +0.9%
+4.7%
-11.2% +1.3% +7.5%
MUB iShares S&P National Muni Bond (2-3yr) $34,317 +0.6%
+3.8%
-7.3% +1.0% +5.1%
MUNI PIMCO Intermediate Municipal Bond $1,082 +0.6%
+3.8%
-6.6% +0.7% +4.8%
NYF iShares New York AMT-Free Muni Bond $616 +0.4%
+4.0%
-7.8% +1.3% +4.2%
PVI PowerShares VRDO Municipal $45 +0.0%
+2.5%
+0.9% -0.1% +0.2%
PZA PowerSh BofA Nat'l Long-Term Muni $2,266 +0.7%
+5.0%
-13.2% +2.4% +5.1%
SHM SPDR Short-Term Municipal Bond (2-3yr) $3,807 +0.4%
+2.2%
-3.8% -0.4% +2.6%
SUB iShares S&P Short-Term Nat'l Muni $8,598 +0.1%
+2.1%
-2.0% +0.0% +2.5%
TFI SPDR Nuveen Barclays Muni Bond (9-10yr) $3,261 +0.4%
+3.2%
-10.2% +0.3% +6.0%
VTEB Vanguard Tax Exempt Bond ETF $28,184 +0.5%
+4.0%
-8.0% +1.1% +5.2%

Mortgage Backed Securities & Other

AGZ iShares Barclays Agency Bond (3-Yr) $631 +0.4%
+3.7%
-7.8% -1.0% +5.8%
GNMA iShares GNMA Bond ETF $316 +0.9%
+2.3%
-10.8% -1.9% +3.5%
LMBS First Trust Low Duration Mortgage Opportun $3,853 +0.4%
+4.5%
-3.1% -0.9% +1.6%
MBB iShares Barclays MBS Bond Fund (2yr) $26,266 +1.0%
+1.8%
-11.7% -1.4% +4.1%
PTBD Pacer Trendpilot US Bond ETF $177 +0.9%
+6.1%
-20.9% +0.5% +10.6%
VMBS Vanguard Mortgage-Backed Bonds $16,601 +1.1%
+2.3%
-11.9% -1.3% +3.7%
All returns are Total Return: calculated using market prices and include any dividends
* Total Net Assets (million) as of end Oct-2023