Rankings of fixed-income ETFs for the third quarter 2018
Which funds performed best, which saw the largest amount of outflows and how are new entrants doing?
Ranked by quarterly returns
| Name/ticker | 3-month return | 1-year return | Net assets ($M) | Net ratio* | 3-month average daily volume | |
|---|---|---|---|---|---|---|
| 1 | Xtrackers Emerg Markets Bd – IR Hdg ETF (EMIH) | 3.79% | 2.17% | $8.7 | 0.45% | 1,086 |
| 2 | Xtrackers Hi Yield Corp Bd – IR Hdg ETF (HYIH) | 3.69% | 5.90% | $4.6 | 0.35% | 1,874 |
| 3 | iShares Interest Rate Hedged Long-Term Corp Bd (IGBH) | 3.68% | 5.99% | $46.0 | 0.16% | 8,580 |
| 4 | iShares Interest Rate Hedged High Yield Bond ETF (HYGH) | 3.53% | 6.03% | $378.9 | 0.54% | 28,767 |
| 5 | ProShares Investment Grade-Interest Rate Hdg ETF (IGHG) | 3.44% | 2.38% | $528.3 | 0.30% | 53,044 |
| 6 | ProShares High Yield-Interest Rate Hedged (HYHG) | 3.30% | 5.68% | $175.8 | 0.50% | 12,222 |
| 7 | iShares Interest Rate Hedged Emerging Mkts Bd ETF (EMBH) | 3.19% | 1.82% | $11.6 | 0.48% | 5,567 |
| 8 | First Trust CEF Income Opportunity ETF (FCEF) | 3.17% | 5.31% | $45.3 | 2.78% | 6,794 |
| 9 | Invesco Emerging Markets Sovereign Debt ETF (PCY) | 3.14% | -4.79% | $3,997.4 | 0.50% | 1,499,966 |
| 10 | Xtrackers Invest Grade Bd – IR Hdg ETF (IGIH) | 2.77% | 2.13% | $9.6 | 0.25% | 1,163 |
| 11 | Xtrackers High Beta High Yield Bond ETF (HYUP) | 2.76% | N/A | $147.8 | 0.35% | 122 |
| 12 | JPMorgan USD Emerging Market Sovereign Bond ETF (JPMB) | 2.59% | N/A | $51.2 | 0.39% | 768 |
| 13 | Invesco BulletShares 2025 Hi Yld Bd ETF (BSJP) | 2.59% | 2.21% | $21.9 | 0.42% | 6,482 |
| 14 | RiverFront Dynamic Unconstrained Income ETF (RFUN) | 2.53% | 0.63% | $54.4 | 0.52% | 7,074 |
| 15 | Franklin Liberty High Yield Corporate ETF (FLHY) | 2.52% | N/A | $10.0 | 0.40% | 31,818 |
| 16 | WisdomTree Fundamental US High Yield Corporate Bd (WFHY) | 2.52% | 2.88% | $5.0 | 0.38% | 706 |
| 17 | iShares iBoxx $ High Yld ex Oil & Gas Corp Bd ETF (HYXE) | 2.51% | 2.70% | $10.1 | 0.50% | 653 |
| 18 | JPMorgan Disciplined High Yield ETF (JPHY) | 2.49% | 1.09% | $154.3 | 0.40% | 18,820 |
| 19 | WisdomTree Interest Rate Hedged High Yield Bond Fd (HYZD) | 2.47% | 5.61% | $285.5 | 0.43% | 86,314 |
| 20 | Xtrackers USD High Yld Corporate Bd ETF (HYLB) | 2.47% | 2.57% | $1,947.2 | 0.20% | 319,960 |
| 21 | SPDR Bloomberg Barclays High Yield Bond ETF (JNK) | 2.47% | 1.95% | $9,623.7 | 0.40% | 9,640,237 |
| 22 | Invesco BulletShares 2024 Hi Yld Corp Bd ETF (BSJO) | 2.47% | 1.24% | $54.7 | 0.42% | 9,072 |
| 23 | iShares Broad USD High Yield Corporate Bond ETF (USHY) | 2.43% | N/A | $261.1 | 0.22% | 17,012 |
| 24 | iShares Interest Rate Hedged Corproate Bond ETF (LQDH) | 2.41% | 3.81% | $276.5 | 0.24% | 29,295 |
| 25 | WisdomTree Fundamental US Short-Term HY Corp Bd (SFHY) | 2.39% | 5.17% | $10.1 | 0.38% | 4,662 |
| 26 | First Trust Tactical High Yield ETF (HYLS) | 2.39% | 3.03% | $1,245.4 | 1.10% | 109,198 |
| 27 | iShares iBoxx $ High Yield Corporate Bond ETF (HYG) | 2.38% | 2.55% | $15,113.7 | 0.49% | 11,166,099 |
| 28 | iShares JPMorgan USD Emerging Markets Bond ETF (EMB) | 2.37% | -2.99% | $14,532.3 | 0.40% | 3,046,140 |
| 29 | Fidelity High Yield Factor ETF (FDHY) | 2.37% | N/A | $12.6 | 0.45% | 5,224 |
| 30 | iShares Edge High Yield Defensive Bond ETF (HYDB) | 2.30% | 2.86% | $14.8 | 0.35% | 3,791 |
| 31 | VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL) | 2.30% | 1.71% | $1,122.1 | 0.35% | 255,658 |
| 32 | iShares International Preferred Stock ETF (IPFF) | 2.26% | -0.55% | $64.0 | 0.55% | 23,186 |
| 33 | iShares Fallen Angels USD Bond ETF (FALN) | 2.25% | 2.41% | $68.9 | 0.25% | 22,748 |
| 34 | Invesco BulletShares 2023 Hi Yld Corp Bd ETF (BSJN) | 2.21% | 3.39% | $123.1 | 0.42% | 24,020 |
| 35 | Goldman Sachs Access High Yield Corporate Bond ETF (GHYB) | 2.19% | 2.41% | $46.4 | 0.34% | 1,944 |
| 36 | SPDR Bbg Barclays Short Term High Yield Bond ETF (SJNK) | 2.18% | 4.10% | $3,720.4 | 0.40% | 1,130,880 |
| 37 | Xtrackers Short Duration High Yield Bond ETF (SHYL) | 2.13% | N/A | $42.3 | 0.20% | 5,008 |
| 38 | iShares US & Intl High Yield Corp Bond ETF (GHYG) | 2.11% | 1.58% | $217.0 | 0.40% | 22,670 |
| 39 | iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 2.11% | 3.91% | $3,053.3 | 0.30% | 524,342 |
| 40 | First Trust Inst Preferred Securities & Income ETF (FPEI) | 2.08% | 0.21% | $90.6 | 0.85% | 29,543 |
Largest inflows
| Name/ticker | 3-month estimated net flows | 3-month return | 1-year return | assets ($M) | Expense ratio* | |
|---|---|---|---|---|---|---|
| 1 | iShares 20+ Year Treasury Bond ETF (TLT) | $2,759.40 | -3.09% | -3.58% | $9,745.40 | 0.15% |
| 2 | iShares JPMorgan USD Emerging Markets Bond ETF (EMB) | $1,986.10 | 2.37% | -2.99% | $14,532.30 | 0.40% |
| 3 | PIMCO Enhanced Short Maturity Active Exch Tr (MINT) | $1,216.60 | 0.64% | 1.85% | $10,629.90 | 0.35% |
| 4 | JPMorgan Ultra-Short Income ETF (JPST) | $1,087.70 | 0.71% | 2.07% | $2,391.30 | 0.18% |
| 5 | iShares Core US Aggregate Bond ETF (AGG) | $1,075.10 | 0.01% | -1.29% | $55,990.10 | 0.05% |
| 6 | iShares iBoxx $ High Yield Corporate Bond ETF (HYG) | $917.60 | 2.38% | 2.55% | $15,113.70 | 0.49% |
| 7 | iShares Floating Rate Bond ETF (FLOT) | $836.90 | 0.71% | 2.20% | $11,241.10 | 0.20% |
| 8 | iShares iBoxx $ Inv Grade Corporate Bond ETF (LQD) | $781.50 | 1.12% | -1.94% | $34,012.70 | 0.15% |
| 9 | Vanguard Total International Bond Index Fund;ETF (BNDX) | $750.90 | -0.20% | 2.22% | $11,971.90 | 0.11% |
| 10 | iShares Short Maturity Bond ETF (NEAR) | $747.70 | 0.63% | 1.79% | $4,594.70 | 0.25% |
| 11 | Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) | $665.90 | 0.46% | 1.42% | $1,897.50 | 0.12% |
| 12 | iShares Broad USD Investment Grade Corporate Bond (USIG) | $652.60 | 0.88% | -1.23% | $2,166.10 | 0.06% |
| 13 | SPDR Bbg Barclays Invest Grade Floating Rate ETF (FLRN) | $636.60 | 0.74% | 2.27% | $4,069.20 | 0.15% |
| 14 | Vanguard Short-Term Treasury Index Fund;ETF (VGSH) | $627.40 | 0.15% | -0.10% | $3,196.40 | 0.07% |
| 15 | iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | $590.10 | 2.11% | 3.91% | $3,053.30 | 0.30% |
| 16 | iShares 1-3 Year Treasury Bond ETF (SHY) | $583.60 | 0.13% | -0.16% | $13,846.90 | 0.15% |
| 17 | Vanguard Intermediate-Term Corp Bond Idx Fund;ETF (VCIT) | $554.50 | 0.96% | -1.56% | $19,172.10 | 0.07% |
| 18 | iShares 7-10 Year Treasury Bond ETF (IEF) | $552.00 | -0.80% | -3.10% | $9,028.60 | 0.15% |
| 19 | First Trust Enhanced Short Maturity ETF (FTSM) | $468.00 | 0.61% | 1.91% | $2,657.70 | 0.35% |
| 20 | Vanguard Mortgage-Backed Secs Idx Fund;ETF (VMBS) | $457.30 | -0.09% | -1.02% | $7,163.40 | 0.07% |
Largest outflows
| Name/ticker | 3-month estimated net flows | 3-month return | 1-year return | assets ($M) | Expense ratio* | |
|---|---|---|---|---|---|---|
| 1 | iShares Intermediate-Term Corporate Bond ETF (IGIB) | -$1,097.9 | 0.75% | -0.74% | $5,785.70 | 0.06% |
| 2 | Vanguard Intermediate-Term Bond Index Fund;ETF (BIV) | -$960.5 | 0.14% | -2.08% | $12,610.40 | 0.07% |
| 3 | iShares Short-Term Corporate Bond ETF (IGSB) | -$528.4 | 0.60% | 0.45% | $10,273.20 | 0.06% |
| 4 | FlexShares iBoxx 3-Year Target Duration TIPS Index (TDTT) | -$427.6 | -0.25% | 0.31% | $1,716.10 | 0.18% |
| 5 | Invesco Senior Loan ETF (BKLN) | -$424.3 | 2.04% | 4.19% | $7,485.80 | 0.65% |
| 6 | SPDR Bbg Barclays International Treasury Bond ETF (BWX) | -$420.3 | -1.52% | -1.75% | $1,079.10 | 0.50% |
| 7 | Vanguard Total Bond Market Index Fund;ETF (BND) | -$355.5 | 0.04% | -1.27% | $36,024.50 | 0.05% |
| 8 | iShares Short Treasury Bond ETF (SHV) | -$221.0 | 0.44% | 1.35% | $14,717.40 | 0.15% |
| 9 | Invesco Emerging Markets Sovereign Debt ETF (PCY) | -$216.0 | 3.14% | -4.79% | $3,997.40 | 0.50% |
| 10 | Invesco BulletShares 2018 High Yld Corp Bd ETF (BSJI) | -$125.8 | 0.75% | 2.47% | $583.40 | 0.42% |
| 11 | iShares 3-7 Year Treasury Bond ETF (IEI) | -$119.9 | -0.27% | -1.87% | $7,404.00 | 0.15% |
| 12 | PIMCO Active Bond Exchange-Traded Fund (BOND) | -$103.2 | 0.29% | -0.59% | $1,957.50 | 0.61% |
| 13 | SPDR DoubleLine Total Return Tactical ETF (TOTL) | -$92.7 | 0.20% | -0.59% | $3,069.70 | 0.55% |
| 14 | VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL) | -$82.6 | 2.30% | 1.71% | $1,122.10 | 0.35% |
| 15 | SPDR FTSE Intl Govt Inflation-Protected Bond ETF (WIP) | -$80.1 | -2.16% | -4.06% | $470.10 | 0.50% |
| 16 | Invesco BulletShares 2018 Corporate Bond ETF (BSCI) | -$76.3 | 0.57% | 1.61% | $695.20 | 0.10% |
| 17 | Vident Core US Bond Strategy (VBND) | -$76.2 | -0.11% | -2.46% | $522.60 | 0.47% |
| 18 | IQ Enhanced Core Plus Bond US ETF (AGGP) | -$67.0 | 0.74% | -1.92% | $255.40 | 0.38% |
| 19 | SPDR Bbg Barclays Short Term Intl Treasury Bd ETF (BWZ) | -$65.9 | -0.73% | -1.92% | $264.60 | 0.35% |
| 20 | VanEck Vectors Emg Mkts High Yield Bd ETF (HYEM) | -$55.1 | 1.45% | -2.19% | $280.20 | 0.40% |
Top 10 new launches
Ranked by average daily trading volume for Q3
| Name/ticker | 3-month Classification | daily volume | Average expense ratio* | |
|---|---|---|---|---|
| 1 | Anfield Universal Fixed Income ETF (AFIF) | Multi-Sector Income Funds | 269,509 | 0.99% |
| 2 | Franklin Liberty Senior Loan ETF (FLBL) | Flexible Income Funds | 59,237 | 0.78% |
| 3 | Hartford Short Duration ETF (HSRT) | Multi-Sector Income Funds | 42,501 | 0.16% |
| 4 | Franklin Liberty International Aggregate Bond ETF (FLIA) | Core Bond Funds | 31,585 | 0.09% |
| 5 | ETFis Virtus InfraCap US Preferred Stock ETF (PFFA) | High Yield Funds | 28,307 | 0.37% |
| 6 | Fidelity Low Duration Bond Factor ETF (FLDR) | General & Insured Municipal Debt | 22,262 | 0.29% |
| 7 | PGIM Ultra Short Bond ETF (PULS) | Ultra-Short Obligations Funds | 11,687 | 0.30% |
| 8 | Fidelity High Yield Factor ETF (FDHY) | Emerging Mkts Hard Currency Debt | 8,010 | 0.29% |
| 9 | ProShares S&P 500 Bond ETF (SPXB) | Emerging Mkts Hard Currency Debt | 7,384 | 0.29% |
| 10 | Hartford Schroders Tax-Aware Bond ETF (HTAB) | Corporate Debt Funds BBB-Rated | 6,925 | 0.10% |
One-year anniversary
Ranked by average daily trading volume for Q3
| Name/ticker | 3-month estimated net flows | 3-month return | 1-year return | Net assets ($M) | Net ratio* | |
|---|---|---|---|---|---|---|
| 1 | Hartford Total Return Bond ETF (HTRB) | $227,493 | 0.48% | -0.66% | $196.3 | 0.29% |
| 2 | Global X US Preferred ETF (PFFD) | $40,856 | 0.48% | 1.63% | $143.6 | 0.23% |
| 3 | First Trust Inst Preferred Securities & Income ETF (FPEI) | $29,543 | 2.08% | 0.21% | $90.6 | 0.85% |
| 4 | iShares iBonds Dec 2027 Term Corporate ETF (IBDS) | $24,638 | 0.92% | -2.08% | $134.1 | 0.10% |
| 5 | iShares Edge Investment Grade Enhanced Bond ETF (IGEB) | $16,991 | 1.26% | -1.73% | $57.4 | 0.18% |
| 6 | Inspire Corporate Bond Impact ETF (IBD) | $14,937 | 0.59% | -0.99% | $58.4 | 0.61% |
| 7 | iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB) | $10,696 | 0.60% | -0.13% | $41.6 | 0.12% |
| 8 | Invesco BulletShares 2027 Corporate Bond ETF (BSCR) | $10,442 | 1.13% | -1.93% | $28.4 | 0.10% |
| 9 | NuShares ESG US Aggregate Bond ETF (NUBD) | $7,760 | -0.08% | -1.40% | $45.7 | 0.20% |
| 10 | Franklin Liberty Municipal Bond ETF (FLMB) | $7,408 | -0.65% | -0.96% | $7.1 | 0.30% |
As of Sept. 30. Excludes leveraged and inverse funds, and exchange-traded notes.*Most recently reported net prospectus expense ratio. N/A = not available.
Source: Lipper, a Thomson Reuters company
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