Fixed-income ETFs ranked by Q4 2016 performance
Ranked by quarterly returns Name/ticker 3-month return 1-year return Net assets ($M) Expense ratio* 3-month average daily volume…
Ranked by quarterly returns
| Name/ticker | 3-month return | 1-year return | Net assets ($M) | Expense ratio* | 3-month average daily volume | |
|---|---|---|---|---|---|---|
| 1 | PowerShares Japan Currency Hdg Low Volatility Port (FXJP) | 10.83% | -0.04% | $1.3 | 0.25% | 392 |
| 2 | PowerShares DB US Dollar Index Bullish Fund (UUP) | 7.13% | 3.04% | $845.9 | 0.75% | 1,823,271 |
| 3 | WisdomTree Bloomberg US Dollar Bullish Fund (USDU) | 7.05% | 2.57% | $205.1 | 0.50% | 87,247 |
| 4 | JPMorgan Diversified Rtn Intl Currency Hedged ET (JPIH) | 6.64% | N/A | $28.8 | 0.49% | 4,743 |
| 5 | Sit Rising Rate ETF (RISE) | 4.96% | -2.19% | $10.7 | 1.50% | 3,355 |
| 6 | ProShares High Yield-Interest Rate Hedged (HYHG) | 4.81% | 14.61% | $100.6 | 0.50% | 8,638 |
| 7 | Peritus High Yield ETF (HYLD) | 4.58% | 17.20% | $199.0 | 1.28% | 5,240 |
| 8 | Deutsche X-trackers Hi Yield Corp Bd – IR Hdg ETF (HYIH) | 4.28% | 13.82% | $9.3 | 0.35% | 2,899 |
| 9 | VanEck Vectors Treasury-Hedged High Yield Bond ETF (THHY) | 4.13% | 13.20% | $4.7 | 0.50% | 1,436 |
| 10 | ProShares Inflation Expectations ETF (RINF) | 3.99% | 2.99% | $46.1 | 0.30% | 22,807 |
| 11 | iShares Interest Rate Hedged 10+Year Credit Bd ETF (CLYH) | 3.94% | 6.98% | $8.6 | 0.30% | 3,670 |
| 12 | iShares Interest Rate Hedged High Yield Bond ETF (HYGH) | 3.37% | 12.93% | $205.9 | 0.55% | 31,213 |
| 13 | ProShares Investment Grade-Interest Rate Hdg ETF (IGHG) | 3.13% | 7.26% | $158.7 | 0.30% | 24,099 |
| 14 | WisdomTree Brazilian Real Strategy Fund (BZF) | 2.65% | 35.28% | $24.2 | 0.45% | 21,516 |
| 15 | WisdomTree BofA Merrill Lynch HY Bd Zero Duration (HYZD) | 2.53% | 14.16% | $16.6 | 0.43% | 7,671 |
| 16 | PIMCO 0-5 Year High Yield Corporate Bond Index ETF (HYS) | 2.37% | 14.54% | $2,263.3 | 0.55% | 101,156 |
| 17 | iShares Interest Rate Hedged Corproate Bond ETF (LQDH) | 2.30% | 5.21% | $42.2 | 0.25% | 7,662 |
| 18 | Deutsche X-trackers Invest Grade Bd – IR Hdg ETF (IGIH) | 2.29% | 5.86% | $4.8 | 0.25% | 1,192 |
| 19 | SPDR Bbg Barclays Short Term High Yield Bond ETF (SJNK) | 2.17% | 14.27% | $3,722.7 | 0.40% | 1,654,395 |
| 20 | iShares Currency Hdg International High Yld Bd ETF (HHYX) | 2.16% | 10.82% | $1.3 | 0.43% | 963 |
| 21 | PowerShares Global Short Term High Yield Bond Ptf (PGHY) | 2.08% | 12.48% | $94.7 | 0.35% | 42,640 |
| 22 | iShares Fallen Angels USD Bond ETF (FALN) | 2.01% | N/A | $10.6 | 0.35% | 1,226 |
| 23 | VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL) | 1.79% | 25.32% | $504.2 | 0.35% | 279,643 |
| 24 | AdvisorShares Pacific Asset Enh Floating Rate ETF (FLRT) | 1.78% | 9.03% | $27.5 | 1.12% | 1,034 |
| 25 | iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 1.76% | 12.31% | $1,622.1 | 0.20% | 363,126 |
| 26 | Guggenheim BulletShares 2022 High Yld Corp Bd ETF (BSJM) | 1.76% | 15.91% | $92.3 | 0.43% | 54,591 |
| 27 | PowerShares Senior Loan Portfolio (BKLN) | 1.74% | 8.91% | $7,906.2 | 0.65% | 786,370 |
| 28 | Guggenheim BulletShares 2020 High Yld Corp Bd ETF (BSJK) | 1.71% | 12.96% | $283.5 | 0.43% | 118,517 |
| 29 | SPDR Blackstone/GSO Senior Loan ETF (SRLN) | 1.71% | 6.85% | $1,093.2 | 0.70% | 168,524 |
| 30 | Highland/iBoxx Senior Loan ETF (SNLN) | 1.68% | 8.48% | $479.5 | 0.55% | 372,329 |
| 31 | SPDR Bloomberg Barclays High Yield Bond ETF (JNK) | 1.62% | 14.75% | $11,985.8 | 0.40% | 11,860,422 |
| 32 | Guggenheim BulletShares 2021 High Yld Corp Bd ETF (BSJL) | 1.40% | 13.77% | $88.8 | 0.43% | 28,536 |
| 33 | JPMorgan Disciplined High Yield ETF (JPHY) | 1.27% | N/A | $25.2 | 0.40% | 11,898 |
| 34 | iShares iBoxx $ High Yield Corporate Bond ETF (HYG) | 1.26% | 13.92% | $18,890.4 | 0.50% | 12,501,316 |
| 35 | WisdomTree Western Asset Unconstrained Bond Fund (UBND) | 1.22% | 8.87% | $5.0 | 0.55% | 305 |
| 36 | RiverFront Dynamic Unconstrained Income ETF (RFUN) | 1.18% | N/A | $5.2 | 0.51% | 4,055 |
| 37 | Guggenheim BulletShares 2019 High Yld Corp Bd ETF (BSJJ) | 1.18% | 11.10% | $503.3 | 0.43% | 168,858 |
| 38 | First Trust Senior Loan Fund (FTSL) | 1.08% | 7.08% | $815.8 | 0.85% | 158,885 |
| 39 | WisdomTree Fundamental US High Yield Corporate Bd (WFHY) | 0.98% | N/A | $5.2 | 0.38% | 233 |
| 40 | iShares Interest Rate Hedged Emerging Mkts Bd ETF (EMBH) | 0.96% | 9.37% | $3.8 | 0.50% | 2,844 |
Largest inflows
| Name/ticker | 3-month estimated net flows ($M) | 3-month return | 1-year return | Net assets ($M) | Expense ratio* | |
|---|---|---|---|---|---|---|
| 1 | iShares TIPS Bond ETF (TIP) | $2,952.87 | -2.44% | 4.56% | $21,347.8 | 0.20% |
| 2 | PowerShares Senior Loan Portfolio (BKLN) | $2,067.16 | 1.74% | 8.91% | $7,906.2 | 0.65% |
| 3 | iShares iBoxx $ High Yield Corporate Bond ETF (HYG) | $1,908.68 | 1.26% | 13.92% | $18,890.4 | 0.50% |
| 4 | iShares Core US Aggregate Bond ETF (AGG) | $1,521.95 | -3.00% | 2.56% | $41,554.4 | 0.05% |
| 5 | Vanguard Short-Term Corporate Bond Idx Fd;ETF (VCSH) | $1,351.56 | -0.92% | 2.63% | $15,775.5 | 0.10% |
| 6 | Vanguard Short-Term Bond Index Fund;ETF (BSV) | $972.93 | -1.12% | 1.41% | $19,575.2 | 0.09% |
| 7 | Vanguard Intermediate-Term Bond Index Fund;ETF (BIV) | $796.99 | -4.16% | 2.86% | $11,239.9 | 0.09% |
| 8 | iShares Floating Rate Bond ETF (FLOT) | $780.99 | 0.37% | 1.54% | $4,002.2 | 0.20% |
| 9 | iShares National Muni Bond ETF (MUB) | $766.18 | -3.46% | 0.06% | $8,158.8 | 0.25% |
| 10 | PIMCO Enhanced Short Maturity Active Exch Tr (MINT) | $646.08 | 0.38% | 2.00% | $5,619.3 | 0.36% |
| 11 | Vanguard Total International Bond Index Fund;ETF (BNDX) | $618.86 | -2.05% | 4.65% | $6,068.9 | 0.15% |
| 12 | Vanguard Total Bond Market Index Fund;ETF (BND) | $576.58 | -3.22% | 2.57% | $31,442.8 | 0.06% |
| 13 | Vanguard Intermediate-Term Corp Bond Idx Fund;ETF (VCIT) | $528.51 | -3.39% | 5.30% | $10,304.8 | 0.10% |
| 14 | iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | $482.20 | 1.76% | 12.31% | $1,622.1 | 0.20% |
| 15 | Vanguard Sht-Term Inflation-Protected Sec Idx;ETF (VTIP) | $475.63 | -0.23% | 2.69% | $2,915.1 | 0.08% |
| 16 | iShares MBS ETF (MBB) | $446.12 | -2.14% | 1.28% | $9,226.2 | 0.29% |
| 17 | iShares US Treasury Bond ETF (GOVT) | $435.25 | -3.89% | 0.92% | $2,813.5 | 0.15% |
| 18 | iShares Short Treasury Bond ETF (SHV) | $419.16 | 0.07% | 0.43% | $3,981.3 | 0.15% |
| 19 | Schwab US TIPS ETF (SCHP) | $395.70 | -2.43% | 4.60% | $1,615.0 | 0.07% |
| 20 | SPDR Bbg Barclays Short Term High Yield Bond ETF (SJNK) | $363.01 | 2.17% | 14.27% | $3,722.7 | 0.40% |
Largest outflows
| Name/ticker | 3-month estimated net flows ($M) | 3-month return | 1-year return | Net assets ($M) | Expense ratio* | |
|---|---|---|---|---|---|---|
| 1 | iShares iBoxx $ Inv Grade Corporate Bond ETF (LQD) | -$4,562.18 | -3.74% | 5.97% | $27,041.1 | 0.15% |
| 2 | iShares 20+ Year Treasury Bond ETF (TLT) | -$1,157.12 | -12.15% | 1.36% | $5,245.6 | 0.15% |
| 3 | iShares JPMorgan USD Emerging Markets Bond ETF (EMB) | -$930.84 | -4.50% | 9.41% | $7,931.1 | 0.40% |
| 4 | iShares 7-10 Year Treasury Bond ETF (IEF) | -$796.90 | -5.61% | 1.00% | $7,552.9 | 0.15% |
| 5 | VanEck Vectors High-Yield Municipal Index ETF (HYD) | -$511.25 | -6.77% | 0.41% | $1,686.7 | 0.35% |
| 6 | SPDR Bbg Barclays Short Term Corporate Bond ETF (SCPB) | -$431.87 | -0.23% | 2.11% | $3,510.7 | 0.12% |
| 7 | SPDR Bloomberg Barclays High Yield Bond ETF (JNK) | -$403.75 | 1.62% | 14.75% | $11,985.8 | 0.40% |
| 8 | iShares 3-7 Year Treasury Bond ETF (IEI) | -$388.14 | -2.72% | 1.22% | $5,856.4 | 0.15% |
| 9 | iShares Intermediate Credit Bond ETF (CIU) | -$327.07 | -1.94% | 3.37% | $6,645.2 | 0.20% |
| 10 | PowerShares Preferred Portfolio (PGX) | -$281.00 | -4.43% | 1.19% | $4,208.5 | 0.50% |
| 11 | PIMCO Total Return Active Exchange-Traded Fund (BOND) | -$279.01 | -2.15% | 3.12% | $2,197.0 | 0.56% |
| 12 | iShares 10-20 Year Treasury Bond ETF (TLH) | -$204.96 | -7.35% | 0.91% | $492.7 | 0.15% |
| 13 | iShares US Preferred Stock ETF (PFF) | -$192.61 | -3.82% | 1.26% | $16,577.0 | 0.47% |
| 14 | SPDR Bloomberg Barclays Long Term Treasury ETF (TLO) | -$156.05 | -11.70% | 1.22% | $338.8 | 0.10% |
| 15 | iShares 10+ Year Credit Bond ETF (CLY) | -$148.58 | -5.43% | 9.92% | $868.8 | 0.20% |
| 16 | iShares Emerging Markets Local Currency Bond ETF (LEMB) | -$139.27 | -6.44% | 7.01% | $291.5 | 0.50% |
| 17 | iShares CMBS ETF (CMBS) | -$112.83 | -3.02% | 3.04% | $216.5 | 0.25% |
| 18 | iShares International High Yield Bond ETF (HYXU) | -$106.43 | -4.08% | 4.35% | $68.6 | 0.40% |
| 19 | iShares 1-3 Year Credit Bond ETF (CSJ) | -$98.69 | -0.37% | 1.77% | $11,110.9 | 0.20% |
| 20 | iShares iBonds Mar 2018 Term Crp ex-Financials ETF (IBCC) | -$97.42 | 0.08% | 1.71% | $87.3 | 0.10% |
New launches: Ranked by average daily volume during the fourth quarter of 2016
| Name/ticker | Classification | 3-month average daily volume | Expense ratio* | |
|---|---|---|---|---|
| 1 | Franklin Liberty Investment Grade Corporate ETF (FLCO) | Corporate Debt Funds BBB-Rated | 84,845 | 0.40% |
| 2 | Virtus Newfleet Dynamic Credit ETF (BLHY) | Alternative Credit Focus Funds | 15,974 | 0.68% |
| 3 | Janus Short Duration Income ETF (VNLA) | Short Investment Grade Debt Funds | 12,011 | 0.35% |
| 4 | Premise Capital Frontier Advantage Dvsfd Tct ETF (TCTL) | General Bond Funds | 9,851 | 1.06% |
| 5 | Deutsche X-trackers USD High Yld Corporate Bd ETF (HYLB) | High Yield Funds | 9,831 | 0.25% |
| 6 | iShares Core 5-10 Year USD Bond ETF (IMTB) | Core Bond Funds | 2,999 | 0.08% |
| 7 | FlexShares Core Select Bond Fund (BNDC) | General Bond Funds | 618 | 0.35% |
| 8 | Deutsche X-trackers Barclays Inter Treas BH ETF (IGVT) | International Income Funds | 213 | 0.25% |
| 9 | Deutsche X-trackers Barclays Inter Corp BH ETF (IFIX) | International Income Funds | 177 | 0.30% |
One-year anniversary: Ranked by average daily volume during the fourth quarter of 2016
| Name/ticker | 3-month average daily volume | 3-month return | 1-year return | Net assets ($M) | Expense ratio* | |
|---|---|---|---|---|---|---|
| 1 | iShares International Aggregate Bond ETF (IAGG) | 58,773 | -2.07% | 4.98% | $237.9 | 0.11% |
| 2 | Guggenheim BulletShares 2023 High Yld Corp Bd ETF (BSJN) | 23,700 | 0.89% | 12.60% | $26.4 | 0.43% |
| 3 | Guggenheim BulletShares 2025 Corporate Bond ETF (BSCP) | 20,696 | -3.88% | 5.30% | $51.1 | 0.24% |
| 4 | PowerShares Japan Currency Hdg Low Volatility Port (FXJP) | 392 | 10.83% | -0.04% | $1.3 | 0.25% |
| 5 | PowerShares Dev EuroPacific Curr Hdg Low Vol Port (FXEP) | 313 | -2.04% | 2.82% | $1.3 | 0.25% |
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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