Numbers Game

Fixed-income ETFs ranked by Q4 2016 performance

Jan 22, 2017 @ 12:01 am

By InvestmentNews Research

Ranked by quarterly returns
Name/ticker3-month return1-year returnNet assets ($M)Expense ratio*3-month average daily volume
1PowerShares Japan Currency Hdg Low Volatility Port (FXJP)10.83%-0.04%$1.30.25%392
2PowerShares DB US Dollar Index Bullish Fund (UUP)7.13%3.04%$845.90.75%1,823,271
3WisdomTree Bloomberg US Dollar Bullish Fund (USDU)7.05%2.57%$205.10.50%87,247
4JPMorgan Diversified Rtn Intl Currency Hedged ET (JPIH)6.64%N/A$28.80.49%4,743
5Sit Rising Rate ETF (RISE)4.96%-2.19%$10.71.50%3,355
6ProShares High Yield-Interest Rate Hedged (HYHG)4.81%14.61%$100.60.50%8,638
7Peritus High Yield ETF (HYLD)4.58%17.20%$199.01.28%5,240
8Deutsche X-trackers Hi Yield Corp Bd - IR Hdg ETF (HYIH)4.28%13.82%$9.30.35%2,899
9VanEck Vectors Treasury-Hedged High Yield Bond ETF (THHY)4.13%13.20%$4.70.50%1,436
10ProShares Inflation Expectations ETF (RINF)3.99%2.99%$46.10.30%22,807
11iShares Interest Rate Hedged 10+Year Credit Bd ETF (CLYH)3.94%6.98%$8.60.30%3,670
12iShares Interest Rate Hedged High Yield Bond ETF (HYGH)3.37%12.93%$205.90.55%31,213
13ProShares Investment Grade-Interest Rate Hdg ETF (IGHG)3.13%7.26%$158.70.30%24,099
14WisdomTree Brazilian Real Strategy Fund (BZF)2.65%35.28%$24.20.45%21,516
15WisdomTree BofA Merrill Lynch HY Bd Zero Duration (HYZD)2.53%14.16%$16.60.43%7,671
16PIMCO 0-5 Year High Yield Corporate Bond Index ETF (HYS)2.37%14.54%$2,263.30.55%101,156
17iShares Interest Rate Hedged Corproate Bond ETF (LQDH)2.30%5.21%$42.20.25%7,662
18Deutsche X-trackers Invest Grade Bd - IR Hdg ETF (IGIH)2.29%5.86%$4.80.25%1,192
19SPDR Bbg Barclays Short Term High Yield Bond ETF (SJNK)2.17%14.27%$3,722.70.40%1,654,395
20iShares Currency Hdg International High Yld Bd ETF (HHYX)2.16%10.82%$1.30.43%963
21PowerShares Global Short Term High Yield Bond Ptf (PGHY)2.08%12.48%$94.70.35%42,640
22iShares Fallen Angels USD Bond ETF (FALN)2.01%N/A$10.60.35%1,226
23VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL)1.79%25.32%$504.20.35%279,643
24AdvisorShares Pacific Asset Enh Floating Rate ETF (FLRT)1.78%9.03%$27.51.12%1,034
25iShares 0-5 Year High Yield Corporate Bond ETF (SHYG)1.76%12.31%$1,622.10.20%363,126
26Guggenheim BulletShares 2022 High Yld Corp Bd ETF (BSJM)1.76%15.91%$92.30.43%54,591
27PowerShares Senior Loan Portfolio (BKLN)1.74%8.91%$7,906.20.65%786,370
28Guggenheim BulletShares 2020 High Yld Corp Bd ETF (BSJK)1.71%12.96%$283.50.43%118,517
29SPDR Blackstone/GSO Senior Loan ETF (SRLN)1.71%6.85%$1,093.20.70%168,524
30Highland/iBoxx Senior Loan ETF (SNLN)1.68%8.48%$479.50.55%372,329
31SPDR Bloomberg Barclays High Yield Bond ETF (JNK)1.62%14.75%$11,985.80.40%11,860,422
32Guggenheim BulletShares 2021 High Yld Corp Bd ETF (BSJL)1.40%13.77%$88.80.43%28,536
33JPMorgan Disciplined High Yield ETF (JPHY)1.27%N/A$25.20.40%11,898
34iShares iBoxx $ High Yield Corporate Bond ETF (HYG)1.26%13.92%$18,890.40.50%12,501,316
35WisdomTree Western Asset Unconstrained Bond Fund (UBND)1.22%8.87%$5.00.55%305
36RiverFront Dynamic Unconstrained Income ETF (RFUN)1.18%N/A$5.20.51%4,055
37Guggenheim BulletShares 2019 High Yld Corp Bd ETF (BSJJ)1.18%11.10%$503.30.43%168,858
38First Trust Senior Loan Fund (FTSL)1.08%7.08%$815.80.85%158,885
39WisdomTree Fundamental US High Yield Corporate Bd (WFHY)0.98%N/A$5.20.38%233
40iShares Interest Rate Hedged Emerging Mkts Bd ETF (EMBH)0.96%9.37%$3.80.50%2,844

Largest inflows
Name/ticker3-month estimated net flows ($M)3-month return1-year returnNet assets ($M)Expense ratio*
1iShares TIPS Bond ETF (TIP)$2,952.87-2.44%4.56%$21,347.80.20%
2PowerShares Senior Loan Portfolio (BKLN)$2,067.161.74%8.91%$7,906.20.65%
3iShares iBoxx $ High Yield Corporate Bond ETF (HYG)$1,908.681.26%13.92%$18,890.40.50%
4iShares Core US Aggregate Bond ETF (AGG)$1,521.95-3.00%2.56%$41,554.40.05%
5Vanguard Short-Term Corporate Bond Idx Fd;ETF (VCSH)$1,351.56-0.92%2.63%$15,775.50.10%
6Vanguard Short-Term Bond Index Fund;ETF (BSV)$972.93-1.12%1.41%$19,575.20.09%
7Vanguard Intermediate-Term Bond Index Fund;ETF (BIV)$796.99-4.16%2.86%$11,239.90.09%
8iShares Floating Rate Bond ETF (FLOT)$780.990.37%1.54%$4,002.20.20%
9iShares National Muni Bond ETF (MUB)$766.18-3.46%0.06%$8,158.80.25%
10PIMCO Enhanced Short Maturity Active Exch Tr (MINT)$646.080.38%2.00%$5,619.30.36%
11Vanguard Total International Bond Index Fund;ETF (BNDX)$618.86-2.05%4.65%$6,068.90.15%
12Vanguard Total Bond Market Index Fund;ETF (BND)$576.58-3.22%2.57%$31,442.80.06%
13Vanguard Intermediate-Term Corp Bond Idx Fund;ETF (VCIT)$528.51-3.39%5.30%$10,304.80.10%
14iShares 0-5 Year High Yield Corporate Bond ETF (SHYG)$482.201.76%12.31%$1,622.10.20%
15Vanguard Sht-Term Inflation-Protected Sec Idx;ETF (VTIP)$475.63-0.23%2.69%$2,915.10.08%
16iShares MBS ETF (MBB)$446.12-2.14%1.28%$9,226.20.29%
17iShares US Treasury Bond ETF (GOVT)$435.25-3.89%0.92%$2,813.50.15%
18iShares Short Treasury Bond ETF (SHV)$419.160.07%0.43%$3,981.30.15%
19Schwab US TIPS ETF (SCHP)$395.70-2.43%4.60%$1,615.00.07%
20SPDR Bbg Barclays Short Term High Yield Bond ETF (SJNK)$363.012.17%14.27%$3,722.70.40%

Largest outflows
Name/ticker3-month estimated net flows ($M)3-month return1-year returnNet assets ($M)Expense ratio*
1iShares iBoxx $ Inv Grade Corporate Bond ETF (LQD)-$4,562.18-3.74%5.97%$27,041.10.15%
2iShares 20+ Year Treasury Bond ETF (TLT)-$1,157.12-12.15%1.36%$5,245.60.15%
3iShares JPMorgan USD Emerging Markets Bond ETF (EMB)-$930.84-4.50%9.41%$7,931.10.40%
4iShares 7-10 Year Treasury Bond ETF (IEF)-$796.90-5.61%1.00%$7,552.90.15%
5VanEck Vectors High-Yield Municipal Index ETF (HYD)-$511.25-6.77%0.41%$1,686.70.35%
6SPDR Bbg Barclays Short Term Corporate Bond ETF (SCPB)-$431.87-0.23%2.11%$3,510.70.12%
7SPDR Bloomberg Barclays High Yield Bond ETF (JNK)-$403.751.62%14.75%$11,985.80.40%
8iShares 3-7 Year Treasury Bond ETF (IEI)-$388.14-2.72%1.22%$5,856.40.15%
9iShares Intermediate Credit Bond ETF (CIU)-$327.07-1.94%3.37%$6,645.20.20%
10PowerShares Preferred Portfolio (PGX)-$281.00-4.43%1.19%$4,208.50.50%
11PIMCO Total Return Active Exchange-Traded Fund (BOND)-$279.01-2.15%3.12%$2,197.00.56%
12iShares 10-20 Year Treasury Bond ETF (TLH)-$204.96-7.35%0.91%$492.70.15%
13iShares US Preferred Stock ETF (PFF)-$192.61-3.82%1.26%$16,577.00.47%
14SPDR Bloomberg Barclays Long Term Treasury ETF (TLO)-$156.05-11.70%1.22%$338.80.10%
15iShares 10+ Year Credit Bond ETF (CLY)-$148.58-5.43%9.92%$868.80.20%
16iShares Emerging Markets Local Currency Bond ETF (LEMB)-$139.27-6.44%7.01%$291.50.50%
17iShares CMBS ETF (CMBS)-$112.83-3.02%3.04%$216.50.25%
18iShares International High Yield Bond ETF (HYXU)-$106.43-4.08%4.35%$68.60.40%
19iShares 1-3 Year Credit Bond ETF (CSJ)-$98.69-0.37%1.77%$11,110.90.20%
20iShares iBonds Mar 2018 Term Crp ex-Financials ETF (IBCC)-$97.420.08%1.71%$87.30.10%

New launches: Ranked by average daily volume during the fourth quarter of 2016
Name/tickerClassification3-month average daily volumeExpense ratio*
1Franklin Liberty Investment Grade Corporate ETF (FLCO)Corporate Debt Funds BBB-Rated84,8450.40%
2Virtus Newfleet Dynamic Credit ETF (BLHY)Alternative Credit Focus Funds15,9740.68%
3Janus Short Duration Income ETF (VNLA)Short Investment Grade Debt Funds12,0110.35%
4Premise Capital Frontier Advantage Dvsfd Tct ETF (TCTL)General Bond Funds9,8511.06%
5Deutsche X-trackers USD High Yld Corporate Bd ETF (HYLB)High Yield Funds9,8310.25%
6iShares Core 5-10 Year USD Bond ETF (IMTB)Core Bond Funds2,9990.08%
7FlexShares Core Select Bond Fund (BNDC)General Bond Funds6180.35%
8Deutsche X-trackers Barclays Inter Treas BH ETF (IGVT)International Income Funds2130.25%
9Deutsche X-trackers Barclays Inter Corp BH ETF (IFIX)International Income Funds1770.30%

One-year anniversary: Ranked by average daily volume during the fourth quarter of 2016
Name/ticker3-month average daily volume3-month return1-year returnNet assets ($M)Expense ratio*
1iShares International Aggregate Bond ETF (IAGG)58,773-2.07%4.98%$237.90.11%
2Guggenheim BulletShares 2023 High Yld Corp Bd ETF (BSJN)23,7000.89%12.60%$26.40.43%
3Guggenheim BulletShares 2025 Corporate Bond ETF (BSCP)20,696-3.88%5.30%$51.10.24%
4PowerShares Japan Currency Hdg Low Volatility Port (FXJP)39210.83%-0.04%$1.30.25%
5PowerShares Dev EuroPacific Curr Hdg Low Vol Port (FXEP)313-2.04%2.82%$1.30.25%

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


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