Numbers Game

Fixed-income ETF rankings for first quarter 2017

Compare funds with the highest returns, as well as those with large inflows and outflows

Apr 29, 2017 @ 12:01 am

By IN Research and Ellie Zhu

Ranked by quarterly returns
Name/ticker3-month return1-year returnNet assets ($M)Expense ratio*3-month average daily volume
1iShares International Preferred Stock ETF (IPFF)7.72%12.35%$62.40.55%96,561
2iShares Currency Hedged MSCI Emerging Markets ETF (HEEM)7.61%11.98%$278.80.71%94,210
3JPMorgan Diversified Rtn Euro Currency Hedged ETF (JPEH)6.87%N/A$27.90.49%1,153
4First Trust Emerging Mkts Local Currency Bond ETF (FEMB)6.55%5.45%$25.20.85%7,494
5PowerShares Dev EuroPacific Curr Hdg Low Vol Port (FXEP)6.33%9.88%$1.40.25%172
6First Trust CEF Income Opportunity ETF (FCEF)6.20%N/A$17.82.54%6,424
7VanEck Vectors JP Morgan EM Local Currency Bd ETF (EMLC)6.17%4.80%$3,038.90.47%230,536
8SPDR Bbg Barclays Emerging Markets Local Bond ETF (EBND)6.15%4.17%$127.00.40%5,865
9iShares Emerging Markets Local Currency Bond ETF (LEMB)6.02%4.72%$327.30.50%84,159
10PowerShares Europe Currency Hedged Low Vol Ptf (FXEU)5.98%8.52%$6.60.25%3,950
11SPDR Wells Fargo Preferred Stock ETF (PSK)5.87%3.67%$506.30.45%69,256
12WisdomTree Emerging Markets Local Debt Fund (ELD)5.86%6.47%$248.00.55%47,497
13Guggenheim CurrencyShares Australian Dollar Trust (FXA)5.57%0.03%$171.80.40%20,723
14PowerShares Preferred Portfolio (PGX)5.51%5.38%$4,569.50.50%2,065,433
15JPMorgan Diversified Rtn Intl Currency Hedged ET (JPIH)5.43%N/A$41.30.49%8,835
16VanEck Vectors Preferred Secs ex Finls ETF (PFXF)5.16%5.91%$433.20.41%197,480
17iShares US Preferred Stock ETF (PFF)5.10%5.26%$17,266.60.47%2,957,004
18Premise Capital Frontier Advantage Dvsfd Tct ETF (TCTL)4.96%N/A$8.11.06%2,494
19WisdomTree Brazilian Real Strategy Fund (BZF)4.90%23.62%$21.70.45%16,965
20WisdomTree Asia Local Debt Fund (ALD)4.58%0.01%$17.80.55%653
21Guggenheim CurrencyShares Japanese Yen Trust (FXY)4.54%0.37%$103.70.40%203,453
22Cambria Sovereign Bond ETF (SOVB)4.46%4.87%$9.40.59%3,351
23WisdomTree Emerging Currency Strategy Fund (CEW)4.43%3.26%$45.90.55%9,043
24First Trust Preferred Securities and Income ETF (FPE)4.36%10.68%$1,834.10.85%599,488
25PowerShares Emerging Markets Sovereign Debt Port (PCY)4.08%8.18%$4,043.80.50%1,366,407
26VanEck Vectors High-Yield Municipal Index ETF (HYD)4.02%1.72%$1,854.80.35%586,400
27iShares Emerging Markets High Yield Bond ETF (EMHY)3.97%13.23%$234.00.50%95,707
28VanEck Vectors Emerging Markets Aggregate Bond ETF (EMAG)3.94%5.01%$15.00.49%506
29iShares Interest Rate Hedged Emerging Mkts Bd ETF (EMBH)3.83%12.46%$3.91.13%1,369
30iShares JPMorgan USD Emerging Markets Bond ETF (EMB)3.81%8.05%$9,879.60.40%2,303,740
31VanEck Vectors EM Inv Grade + BB Rated USD SB ETF (IGEM)3.70%N/A$14.50.40%193
32SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI)3.68%N/A$38.20.60%21,267
33Vanguard Emerging Markets Govt Bd Idx;ETF (VWOB)3.57%8.70%$953.80.32%110,714
34iShares Fallen Angels USD Bond ETF (FALN)3.56%N/A$10.90.35%4,151
35VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL)3.37%21.55%$741.00.35%411,708
36VanEck Vectors Emg Mkts High Yield Bd ETF (HYEM)3.32%14.51%$359.60.40%237,584
37WisdomTree Emerging Markets Corporate Bond Fund (EMCB)3.31%9.75%$50.00.60%20,308
38Guggenheim CurrencyShares Singapore Dollar Trust (FXSG)3.30%-4.00%$3.50.40%167
39SPDR Citi Intl Govt Inflation-Protected Bond ETF (WIP)3.25%1.47%$488.70.50%52,925
40WisdomTree Chinese Yuan Strategy Fund (CYB)3.18%-3.69%$36.20.45%11,580

Largest inflows
Name/ticker3-month estimated net flows ($M)3-month return1-year returnNet assets ($M)Expense ratio*
1iShares iBoxx $ Inv Grade Corporate Bond ETF (LQD)$3,370.71.22%2.64%$30,601.60.15%
2Vanguard Intermediate-Term Corp Bond Idx Fund;ETF (VCIT)$2,721.51.53%2.71%$13,144.40.07%
3Vanguard Short-Term Corporate Bond Idx Fd;ETF (VCSH)$2,180.20.95%1.83%$18,056.00.07%
4Vanguard Short-Term Bond Index Fund;ETF (BSV)$1,926.00.56%0.39%$21,565.80.09%
5iShares JPMorgan USD Emerging Markets Bond ETF (EMB)$1,702.23.81%8.05%$9,879.60.40%
6iShares Core US Aggregate Bond ETF (AGG)$1,606.80.82%0.37%$43,330.20.05%
7Vanguard Total Bond Market Index Fund;ETF (BND)$1,484.40.90%0.36%$33,082.70.06%
8iShares TIPS Bond ETF (TIP)$1,404.81.22%1.36%$23,016.10.20%
9Vanguard Intermediate-Term Bond Index Fund;ETF (BIV)$1,332.51.26%0.07%$12,672.90.09%
10iShares Floating Rate Bond ETF (FLOT)$1,309.70.54%1.92%$5,326.80.20%
11PowerShares Senior Loan Portfolio (BKLN)$1,061.80.51%7.26%$8,936.40.65%
12iShares MBS ETF (MBB)$969.00.43%-0.19%$10,199.90.29%
13iShares Short Treasury Bond ETF (SHV)$827.60.09%0.35%$4,809.00.15%
14PIMCO Enhanced Short Maturity Active Exch Tr (MINT)$782.20.58%2.24%$6,420.10.36%
15iShares US Treasury Bond ETF (GOVT)$761.50.65%-1.56%$3,590.00.15%
16Vanguard Mortgage-Backed Secs Idx Fund;ETF (VMBS)$705.30.50%0.17%$3,674.90.07%
17Vanguard Total International Bond Index Fund;ETF (BNDX)$622.8-0.02%1.15%$6,681.60.12%
18iShares 0-5 Year High Yield Corporate Bond ETF (SHYG)$617.72.02%12.26%$2,256.80.30%
19VanEck Vectors JP Morgan EM Local Currency Bd ETF (EMLC)$538.96.17%4.80%$3,038.90.47%
20iShares 3-7 Year Treasury Bond ETF (IEI)$454.20.62%-1.04%$6,334.80.15%

Largest outflows
Name/ticker3-month estimated net flows ($M)3-month return1-year returnNet assets ($M)Expense ratio*
1SPDR Bloomberg Barclays High Yield Bond ETF (JNK)-$667.32.27%14.81%$11,478.40.40%
2iShares iBoxx $ High Yield Corporate Bond ETF (HYG)-$582.92.22%13.40%$18,557.50.50%
3SPDR Bbg Barclays Short Term Corporate Bond ETF (SCPB)-$580.20.66%1.65%$2,942.20.12%
4PIMCO 0-5 Year High Yield Corporate Bond Index ETF (HYS)-$506.02.09%14.34%$1,784.30.55%
5SPDR Bbg Barclays International Treasury Bond ETF (BWX)-$346.22.51%-4.53%$1,152.40.50%
6iShares National Muni Bond ETF (MUB)-$337.11.15%-0.27%$7,882.10.25%
7PIMCO Total Return Active Exchange-Traded Fund (BOND)-$214.71.61%2.72%$2,006.10.56%
8SPDR Bbg Barclays Short Term High Yield Bond ETF (SJNK)-$169.02.00%14.86%$3,592.90.40%
9Fidelity Limited Term Bond ETF (FLTB)-$155.60.80%1.04%$110.50.45%
10iShares 7-10 Year Treasury Bond ETF (IEF)-$135.00.96%-2.60%$7,465.70.15%
11Vanguard Long-Term Government Bond Idx Fund;ETF (VGLT)-$96.11.58%-4.90%$444.50.07%
12PowerShares DB US Dollar Index Bullish Fund (UUP)-$94.0-1.93%5.71%$736.00.75%
13Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH)-$91.80.25%1.21%$781.20.24%
14SPDR Bloomberg Barclays Aggregate Bond ETF (BNDS)-$91.50.79%0.33%$1,131.80.08%
15iShares International Treasury Bond ETF (IGOV)-$86.71.65%-5.31%$603.60.35%
16iShares 10+ Year Credit Bond ETF (CLY)-$76.91.55%4.55%$799.10.20%
17Guggenheim BulletShares 2017 High Yld Corp Bd ETF (BSJH)-$72.40.49%5.45%$596.70.43%
18Guggenheim CurrencyShares Japanese Yen Trust (FXY)-$39.44.54%0.37%$103.70.40%
19iShares Government/Credit Bond ETF (GBF)-$39.40.94%0.31%$146.80.20%
20ALPS RiverFront Strategic Income (RIGS)-$34.11.23%7.70%$292.90.11%

New launches: Ranked by average daily volume during the first quarter of 2017
Name/tickerClassification3-month average daily volumeExpense ratio*
1PowerShares Treasury Collateral Portfolio (CLTL)Short U.S. Treasury Funds351,1930.08%
2CWA Income ETF (CWAI)Flexible Income Funds73,9950.75%
3IQ S&P High Yield Low Volatility Bond ETF (HYLV)Global Income Funds55,8690.40%
4Saba Closed-End Funds ETF (CEFS)High Yield Funds34,7892.42%
5First Trust TCW Opportunistic Fixed Income ETF (FIXD)Multi-Sector Income Funds29,7370.55%
6ETFis Virtus Cumberland Municipal Bond ETF (CUMB)General & Insured Municipal Debt Funds21,7630.59%
7VanEck Vectors Green Bond ETF (GRNB)International Income Funds2,1990.40%
8QUANTX Risk Managed Real Return ETF (QXRR)Inflation Protected Bond Funds5741.22%
9Hartford Quality Bond ETF (HQBD)Core Bond Funds100.39%
10Hartford Corporate Bond ETF (HCOR)Core Plus Bond Funds90.44%

One-year anniversary: Ranked by average daily volume during the first quarter of 2017
Name/ticker3-month average daily volume3-month return1-year returnNet assets ($M)Expense ratio*
1Guggenheim Total Return Bond ETF (GTO)6,1992.01%5.64%$28.30.51%
2Eaton Vance TABS 5-15 Yr Laddered Muni Bd NxtShs (EVLMC)5,0041.69%-0.14%$22.70.35%
3Cambria Sovereign Bond ETF (SOVB)3,3514.46%4.87%$9.40.59%

Source: Lipper, a Thomson Reuters company. As of March 31. Excludes leveraged and inverse funds, and exchange-traded notes. *Most recently reported net prospectus expense ratio. N/A = Not available.


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