| Name/ticker | 3-month return | 1-year return | Net assets ($M) | Expense ratio* | 3-month average daily volume |
|---|---|---|---|---|---|
| Pimco 25+ Year Zero Coupon U.S. Treasury Index ETF (ZROZ) | 14.05% | -6.28% | $76.5 | 0.15% | 3,244 |
| Vanguard Extended Duration Treasury Index Fund ETF (EDV) | 12.95% | -6.47% | $201.5 | 0.12% | 64,654 |
| Market Vectors Preferred Secs ex Financials ETF (PFXF) | 8.37% | 6.01% | $155.6 | 0.40% | 62,682 |
| SPDR Wells Fargo Preferred Stock ETF (PSK) | 8.21% | 0.09% | $243.2 | 0.45% | 41,395 |
| iShares 20+ Year Treasury Bond ETF (TLT) | 7.70% | -4.49% | $3,207.6 | 0.15% | 7,672,137 |
| Market Vectors CEF Municipal Income ETF (XMPT) | 7.64% | -6.00% | $27.4 | 1.65% | 2,728 |
| SPDR Nuveen Barclays Build America Bond ETF (BABS) | 7.52% | -1.25% | $46.6 | 0.35% | 1,082 |
| Vanguard Long-Term Government Bond Index Fund ETF (VGLT) | 7.44% | -4.47% | $68.3 | 0.12% | 23,972 |
| PowerShares Preferred Portfolio (PGX) | 7.11% | 2.12% | $2,081.0 | 0.50% | 749,350 |
| SPDR Barclays Long Term Treasury ETF (TLO) | 7.05% | -4.31% | $57.5 | 0.14% | 23,945 |
| Vanguard Long-Term Bond Index Fund ETF (BLV) | 7.00% | -1.13% | $579.8 | 0.10% | 104,609 |
| iShares U.S. Preferred Stock ETF (PFF) | 6.77% | 3.13% | $9,049.8 | 0.48% | 1,434,570 |
| Vanguard Long-Term Corporate Bond Index Fund ETF (VCLT) | 6.70% | 1.76% | $695.7 | 0.12% | 9,768 |
| WisdomTree Brazilian Real Strategy Fund (BZF) | 6.68% | -4.45% | $33.4 | 0.45% | 490,866 |
| SPDR Nuveen S&P High Yield Municipal Bond ETF (HYMB) | 6.51% | -2.30% | $223.9 | 0.45% | 13,541 |
| Pimco 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) | 6.51% | -11.96% | $68.1 | 0.20% | 2,231 |
| iShares Core Long-Term US Bond ETF (ILTB) | 6.47% | -0.76% | $29.3 | 0.12% | 6,864 |
| Market Vectors Long Municipal Index ETF (MLN) | 6.25% | -2.11% | $75.9 | 0.24% | 31,376 |
| SPDR Barclays Long Term Corporate Bond ETF (LWC) | 6.22% | 1.93% | $86.0 | 0.15% | 13,641 |
| iShares 10+ Year Credit Bond ETF (CLY) | 6.08% | 0.72% | $284.3 | 0.20% | 8,176 |
| Pimco Build America Bond Exchange-Traded Fund (BABZ) | 5.95% | -2.62% | $20.3 | 0.45% | 795 |
| PowerShares Insured New York Municipal Bond Port (PZT) | 5.88% | -0.82% | $45.3 | 0.28% | 9,438 |
| First Trust Preferred Securities and Income ETF (FPE) | 5.66% | -2.43% | $58.2 | 0.85% | 39,877 |
| PowerShares Build America Bond Port (BAB) | 5.53% | -1.04% | $632.9 | 0.28% | 135,639 |
| PIMCO Australia Bond Index Exchange-Traded Fund (AUD) | 5.42% | -7.81% | $26.6 | 0.45% | 2,130 |
| PowerShares Insured California Municipal Bond Port (PWZ) | 5.34% | 0.53% | $49.9 | 0.28% | 14,471 |
| WisdomTree Indian Rupee Strategy Fund (ICN) | 5.27% | -1.89% | $29.5 | 0.45% | 12,355 |
| db X-trackers Muni Infra Revenue Bond Fund (RVNU) | 5.23% | $15.8 | 0.30% | 1,139 | |
| WisdomTree Australia & New Zealand Debt Fd (AUNZ) | 4.90% | -7.61% | $36.9 | 0.45% | 8,944 |
| PowerShares Insured National Municipal Bond Port (PZA) | 4.90% | -1.62% | $581.4 | 0.28% | 207,337 |
| Market Vectors High-Yield Municipal Index ETF (HYD) | 4.63% | -5.23% | $867.8 | 0.35% | 411,369 |
| iShares 10-20 Year Treasury Bond ETF (TLH) | 4.56% | -3.51% | $239.6 | 0.15% | 36,598 |
| Global X SuperIncome Preferred ETF (SPFF) | 4.53% | 7.07% | $86.4 | 0.58% | 43,049 |
| PowerShares Emerging Markets Sovereign Debt Port (PCY) | 4.33% | -1.87% | $1,870.5 | 0.50% | 637,417 |
| PowerShares 1-30 Laddered Treasury Portfolio (PLW) | 4.14% | -3.25% | $249.4 | 0.25% | 114,084 |
| Guggenheim CurrencyShares Australian Dollar Trust (FXA) | 4.05% | -9.31% | $315.6 | 0.40% | 96,282 |
| iShares California AMT-Free Muni Bond ETF (CMF) | 3.93% | 1.50% | $260.5 | 0.25% | 12,848 |
| SPDR Nuveen Barclays California Municipal Bond ETF (CXA) | 3.81% | 0.53% | $75.8 | 0.20% | 16,723 |
| iSharesBond Mar 2023 Corporate Term ETF (IBDD) | 3.80% | $10.3 | 0.10% | 1,198 | |
| iShares Utilities Bond ETF (AMPS) | 3.77% | 0.20% | $9.9 | 0.30% | 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
Catch-up contributions, required minimum distributions, and 529 plans are just some of the areas the Biden-ratified legislation touches.
Following a similar move by Robinhood, the online investing platform said it will also offer 24/5 trading initially with a menu of 100 US-listed stocks and ETFs.
The private equity giant will support the advisor tech marketing firm in boosting its AI capabilities and scaling its enterprise relationships.
The privately backed RIA's newest partner firm brings $850 million in assets while giving it a new foothold in the Salt Lake City region.
The latest preliminary data show $117 billion in second-quarter sales, but hints of a slowdown are emerging.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
