Fixed-income ETFs ranked by quarterly returns

Jul 20, 2014 @ 12:01 am

Name/ticker3-month return1-year returnNet assets ($M)Expense ratio*3-month average daily volume
Pimco 15+ Year U.S. TIPS Index Exchange-Traded Fund (LTPZ)8.12%8.84%$69.60.20%1,985
Pimco 25+ Year Zero Coupon U.S. Treasury Index ETF (ZROZ)7.93%9.70%$76.90.15%4,021
Vanguard Extended Duration Treasury Index Fund ETF (EDV)7.05%8.36%$229.60.12%59,325
iShares Emerging Markets High Yield Bond ETF (EMHY)6.42%11.82%$206.10.65%22,778
Pimco Canada Bond Index Exchange-Traded Fund (CAD)6.26%4.15%$17.80.45%1,488
iShares International Preferred Stock ETF (IPFF)6.11%8.44%$36.30.55%15,298
Global X Canada Preferred ETF (CNPF)5.87%-0.34%$5.80.58%1,844
PowerShares Emerging Markets Sovereign Debt Port (PCY)5.71%11.61%$2,162.30.50%625,148
SPDR Nuveen Barclays Build America Bond ETF (BABS)5.66%13.58%$42.60.35%1,914
Market Vectors CEF Municipal Income ETF (XMPT)5.25%7.76%$34.91.65%2,307
Pimco Glbl Advantage Inflation-Linked Bond ETF (ILB)5.12%7.54%$137.40.60%6,328
iShares 20+ Year Treasury Bond ETF (TLT)5.07%6.55%$3,788.10.15%7,563,751
iShares 10+ Year Credit Bond ETF (CLY)5.04%13.00%$500.30.20%23,590
Market Vectors Emg Mkts High Yield Bd ETF (HYEM)4.98%11.55%$433.30.40%137,121
WisdomTree Emerging Markets Corporate Bond Fund (EMCB)4.95%10.85%$101.10.60%8,447
Pimco Australia Bond Index Exchange-Traded Fund (AUD)4.94%9.82%$23.00.45%2,849
iShares Core Long-Term USD Bond ETF (ILTB)4.87%10.79%$45.60.12%10,674
iShares International Inflation-Linked Bond ETF (ITIP)4.86%9.78%$122.90.40%3,753
SPDR Barclays Emerging Markets Local Bond ETF (EBND)4.84%6.77%$100.00.50%6,611
iShares Emerging Markets Local Currency Bond ETF (LEMB)4.81%7.86%$607.50.60%33,057
Vanguard Long-Term Bond Index Fund ETF (BLV)4.81%10.48%$646.00.10%65,044
WisdomTree Brazilian Real Strategy Fund (BZF)4.80%8.68%$31.10.45%16,271
Pimco Build America Bond Exchange-Traded Fund (BABZ)4.77%9.71%$23.60.45%504
Vanguard Emerging Markets Govt Bond Index ETF (VWOB)4.77%10.28%$177.00.35%28,853
iShares JPMorgan USD Emerging Markets Bond ETF (EMB)4.75%10.66%$5,191.30.60%1,016,920
Vanguard Long-Term Corporate Bond Index Fund ETF (VCLT)4.74%13.15%$837.80.12%11,747
SPDR Barclays Long Term Corporate Bond ETF (LWC)4.71%13.42%$161.80.15%48,862
SPDR Barclays Long Term Treasury ETF (TLO)4.67%6.13%$86.20.14%23,813
Vanguard Long-Term Government Bond Index Fund ETF (VGLT)4.52%6.02%$88.60.12%13,816
SPDR DB Int'l Gov't Inflation-Protected Bond ETF (WIP)4.40%10.97%$959.20.50%48,547
Market Vectors Emerging Mkts Local Currency Bond ETF (EMLC)4.38%4.43%$857.10.47%45,064
WisdomTree Emerging Markets Local Debt Fund (ELD)4.34%2.58%$856.20.55%151,275
PowerShares New York AMT-Free Municipal Bond Ptf (PZT)4.29%7.52%$46.80.28%7,350
PowerShares Build America Bond Port (BAB)4.28%9.42%$675.50.28%100,440
SPDR Nuveen S&P High Yield Municipal Bond ETF (HYMB)4.27%8.15%$275.80.45%13,700
iShares Global Inflation-Linked Bond ETF (GTIP)4.23%9.08%$26.40.40%1,359
PowerShares Fundamental Emerg Mkts Local Debt Ptf (PFEM)4.23%3.73%$5.50.50%1,902
EGShares TCW EM Long Term Investment Grade Bond ETF (LEMF)4.19%N/A$4.20.65%258
SPDR Wells Fargo Preferred Stock ETF (PSK)4.15%7.09%$259.20.45%35,021
Market Vectors Long Municipal Index ETF (MLN)4.14%8.36%$80.20.24%26,412

As of June 30. Excludes leveraged and inverse funds, and exchange-traded notes. *Most recently reported net prospectus expense ratio. Source: Lipper, a Thomson Reuters company

Latest news & opinion

Advisers go on the offensive, getting clients ready for the next market correction

Some proactive planners are spelling out for clients the impact of a 10% or 20% correction.

Acosta declines to extend delay of DOL fiduciary rule

Labor Secretary finds no legal basis to delay implementation; rule to become applicable June 9

Phyllis Borzi says opponents of DOL fiduciary rule face uphill climb to further delay or dilute it

Former assistant Labor secretary who crafted the rule says President Trump won't be able to get rid of it simply because he doesn't like it.

Shrinking talent pool puts strain on advisory firms

Attrition, cuts in training programs and new competition make it difficult to fill job openings

Trump miscues, more cash becoming available will drive summer muni bond rally

As Trump agenda derails, municipal bonds are benefitting from flight to safety as well as a mismatch between bonds maturing and new issues.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print