Fixed-income ETFs ranked by quarterly returns

APR 18, 2014
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

Latest News

The 2025 InvestmentNews Awards Excellence Awardees revealed
The 2025 InvestmentNews Awards Excellence Awardees revealed

From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.

Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty
Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty

Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.

Edward Jones joins the crowd to sell more alternative investments
Edward Jones joins the crowd to sell more alternative investments

“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.

Record RIA M&A activity marks strong start to 2025
Record RIA M&A activity marks strong start to 2025

Sellers shift focus: It's not about succession anymore.

IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients
IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients

Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.