Fixed-income ETFs ranked by quarterly returns

Apr 18, 2014 @ 2:46 pm

Name/ticker3-month return1-year returnNet assets ($M)Expense ratio*3-month average daily volume
Pimco 25+ Year Zero Coupon U.S. Treasury Index ETF (ZROZ)14.05%-6.28%$76.50.15%3,244
Vanguard Extended Duration Treasury Index Fund ETF (EDV)12.95%-6.47%$201.50.12%64,654
Market Vectors Preferred Secs ex Financials ETF (PFXF)8.37%6.01%$155.60.40%62,682
SPDR Wells Fargo Preferred Stock ETF (PSK)8.21%0.09%$243.20.45%41,395
iShares 20+ Year Treasury Bond ETF (TLT)7.70%-4.49%$3,207.60.15%7,672,137
Market Vectors CEF Municipal Income ETF (XMPT)7.64%-6.00%$27.41.65%2,728
SPDR Nuveen Barclays Build America Bond ETF (BABS)7.52%-1.25%$46.60.35%1,082
Vanguard Long-Term Government Bond Index Fund ETF (VGLT)7.44%-4.47%$68.30.12%23,972
PowerShares Preferred Portfolio (PGX)7.11%2.12%$2,081.00.50%749,350
SPDR Barclays Long Term Treasury ETF (TLO)7.05%-4.31%$57.50.14%23,945
Vanguard Long-Term Bond Index Fund ETF (BLV)7.00%-1.13%$579.80.10%104,609
iShares U.S. Preferred Stock ETF (PFF)6.77%3.13%$9,049.80.48%1,434,570
Vanguard Long-Term Corporate Bond Index Fund ETF (VCLT)6.70%1.76%$695.70.12%9,768
WisdomTree Brazilian Real Strategy Fund (BZF)6.68%-4.45%$33.40.45%490,866
SPDR Nuveen S&P High Yield Municipal Bond ETF (HYMB)6.51%-2.30%$223.90.45%13,541
Pimco 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ)6.51%-11.96%$68.10.20%2,231
iShares Core Long-Term US Bond ETF (ILTB)6.47%-0.76%$29.30.12%6,864
Market Vectors Long Municipal Index ETF (MLN)6.25%-2.11%$75.90.24%31,376
SPDR Barclays Long Term Corporate Bond ETF (LWC)6.22%1.93%$86.00.15%13,641
iShares 10+ Year Credit Bond ETF (CLY)6.08%0.72%$284.30.20%8,176
Pimco Build America Bond Exchange-Traded Fund (BABZ)5.95%-2.62%$20.30.45%795
PowerShares Insured New York Municipal Bond Port (PZT)5.88%-0.82%$45.30.28%9,438
First Trust Preferred Securities and Income ETF (FPE)5.66%-2.43%$58.20.85%39,877
PowerShares Build America Bond Port (BAB)5.53%-1.04%$632.90.28%135,639
PIMCO Australia Bond Index Exchange-Traded Fund (AUD)5.42%-7.81%$26.60.45%2,130
PowerShares Insured California Municipal Bond Port (PWZ)5.34%0.53%$49.90.28%14,471
WisdomTree Indian Rupee Strategy Fund (ICN)5.27%-1.89%$29.50.45%12,355
db X-trackers Muni Infra Revenue Bond Fund (RVNU)5.23%$15.80.30%1,139
WisdomTree Australia & New Zealand Debt Fd (AUNZ)4.90%-7.61%$36.90.45%8,944
PowerShares Insured National Municipal Bond Port (PZA)4.90%-1.62%$581.40.28%207,337
Market Vectors High-Yield Municipal Index ETF (HYD)4.63%-5.23%$867.80.35%411,369
iShares 10-20 Year Treasury Bond ETF (TLH)4.56%-3.51%$239.60.15%36,598
Global X SuperIncome Preferred ETF (SPFF)4.53%7.07%$86.40.58%43,049
PowerShares Emerging Markets Sovereign Debt Port (PCY)4.33%-1.87%$1,870.50.50%637,417
PowerShares 1-30 Laddered Treasury Portfolio (PLW)4.14%-3.25%$249.40.25%114,084
Guggenheim CurrencyShares Australian Dollar Trust (FXA)4.05%-9.31%$315.60.40%96,282
iShares California AMT-Free Muni Bond ETF (CMF)3.93%1.50%$260.50.25%12,848
SPDR Nuveen Barclays California Municipal Bond ETF (CXA)3.81%0.53%$75.80.20%16,723
iSharesBond Mar 2023 Corporate Term ETF (IBDD)3.80%$10.30.10%1,198
iShares Utilities Bond ETF (AMPS)3.77%0.20%$9.90.30%2,238

As of March 31. Excludes leveraged and inverse funds, and exchange-traded notes. *Most recently reported net prospectus expense ratio. Source: Lipper, a Thomson Reuters company

Featured video

Consuelo Mack WealthTrack

Robert Kleinschmidt: How the markets have changed in the age of Trump

When Donald J. Trump was elected president, it changed investors' outlook and generated new market momentum, according to Robert Kleinschmidt, president and CEO of Tocqueville Asset Management. But can the market continue to go up?

Video Spotlight

Are Your Clients Prepared For Market Downturns?

Sponsored by Prudential

Recommended Video

Path to growth

Latest news & opinion

Jerry Schlichter's fee lawsuits have left an indelible mark on the 401(k) industry

After a decade of litigation, fees are lower and retirement plans are more transparent. But have the lawsuits gone too far?

10 best financial adviser jokes

How many financial advisers does it take to screw in a lightbulb?

With margins crashing, broker-dealers look to merge: report

Increased regulation is straining profit margins among broker-dealers, sending many of them into the arms of their bigger brethren.

Hackers may have profited from SEC breach

The hack of the agency's Edgar filing system occurred in 2016, but the regulator didn't conclude until last month that the cybercriminals may have used their bounty to make illicit trades.

Top 10 financial firms ranked by investor satisfaction

Find out which firm took the top slot for overall investor satisfaction for the second year in a row.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print