Fixed-income ETF rankings for first quarter 2017
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 | iShares International Preferred Stock ETF (IPFF) | 7.72% | 12.35% | $62.4 | 0.55% | 96,561 |
| 2 | iShares Currency Hedged MSCI Emerging Markets ETF (HEEM) | 7.61% | 11.98% | $278.8 | 0.71% | 94,210 |
| 3 | JPMorgan Diversified Rtn Euro Currency Hedged ETF (JPEH) | 6.87% | N/A | $27.9 | 0.49% | 1,153 |
| 4 | First Trust Emerging Mkts Local Currency Bond ETF (FEMB) | 6.55% | 5.45% | $25.2 | 0.85% | 7,494 |
| 5 | PowerShares Dev EuroPacific Curr Hdg Low Vol Port (FXEP) | 6.33% | 9.88% | $1.4 | 0.25% | 172 |
| 6 | First Trust CEF Income Opportunity ETF (FCEF) | 6.20% | N/A | $17.8 | 2.54% | 6,424 |
| 7 | VanEck Vectors JP Morgan EM Local Currency Bd ETF (EMLC) | 6.17% | 4.80% | $3,038.9 | 0.47% | 230,536 |
| 8 | SPDR Bbg Barclays Emerging Markets Local Bond ETF (EBND) | 6.15% | 4.17% | $127.0 | 0.40% | 5,865 |
| 9 | iShares Emerging Markets Local Currency Bond ETF (LEMB) | 6.02% | 4.72% | $327.3 | 0.50% | 84,159 |
| 10 | PowerShares Europe Currency Hedged Low Vol Ptf (FXEU) | 5.98% | 8.52% | $6.6 | 0.25% | 3,950 |
| 11 | SPDR Wells Fargo Preferred Stock ETF (PSK) | 5.87% | 3.67% | $506.3 | 0.45% | 69,256 |
| 12 | WisdomTree Emerging Markets Local Debt Fund (ELD) | 5.86% | 6.47% | $248.0 | 0.55% | 47,497 |
| 13 | Guggenheim CurrencyShares Australian Dollar Trust (FXA) | 5.57% | 0.03% | $171.8 | 0.40% | 20,723 |
| 14 | PowerShares Preferred Portfolio (PGX) | 5.51% | 5.38% | $4,569.5 | 0.50% | 2,065,433 |
| 15 | JPMorgan Diversified Rtn Intl Currency Hedged ET (JPIH) | 5.43% | N/A | $41.3 | 0.49% | 8,835 |
| 16 | VanEck Vectors Preferred Secs ex Finls ETF (PFXF) | 5.16% | 5.91% | $433.2 | 0.41% | 197,480 |
| 17 | iShares US Preferred Stock ETF (PFF) | 5.10% | 5.26% | $17,266.6 | 0.47% | 2,957,004 |
| 18 | Premise Capital Frontier Advantage Dvsfd Tct ETF (TCTL) | 4.96% | N/A | $8.1 | 1.06% | 2,494 |
| 19 | WisdomTree Brazilian Real Strategy Fund (BZF) | 4.90% | 23.62% | $21.7 | 0.45% | 16,965 |
| 20 | WisdomTree Asia Local Debt Fund (ALD) | 4.58% | 0.01% | $17.8 | 0.55% | 653 |
| 21 | Guggenheim CurrencyShares Japanese Yen Trust (FXY) | 4.54% | 0.37% | $103.7 | 0.40% | 203,453 |
| 22 | Cambria Sovereign Bond ETF (SOVB) | 4.46% | 4.87% | $9.4 | 0.59% | 3,351 |
| 23 | WisdomTree Emerging Currency Strategy Fund (CEW) | 4.43% | 3.26% | $45.9 | 0.55% | 9,043 |
| 24 | First Trust Preferred Securities and Income ETF (FPE) | 4.36% | 10.68% | $1,834.1 | 0.85% | 599,488 |
| 25 | PowerShares Emerging Markets Sovereign Debt Port (PCY) | 4.08% | 8.18% | $4,043.8 | 0.50% | 1,366,407 |
| 26 | VanEck Vectors High-Yield Municipal Index ETF (HYD) | 4.02% | 1.72% | $1,854.8 | 0.35% | 586,400 |
| 27 | iShares Emerging Markets High Yield Bond ETF (EMHY) | 3.97% | 13.23% | $234.0 | 0.50% | 95,707 |
| 28 | VanEck Vectors Emerging Markets Aggregate Bond ETF (EMAG) | 3.94% | 5.01% | $15.0 | 0.49% | 506 |
| 29 | iShares Interest Rate Hedged Emerging Mkts Bd ETF (EMBH) | 3.83% | 12.46% | $3.9 | 1.13% | 1,369 |
| 30 | iShares JPMorgan USD Emerging Markets Bond ETF (EMB) | 3.81% | 8.05% | $9,879.6 | 0.40% | 2,303,740 |
| 31 | VanEck Vectors EM Inv Grade + BB Rated USD SB ETF (IGEM) | 3.70% | N/A | $14.5 | 0.40% | 193 |
| 32 | SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) | 3.68% | N/A | $38.2 | 0.60% | 21,267 |
| 33 | Vanguard Emerging Markets Govt Bd Idx;ETF (VWOB) | 3.57% | 8.70% | $953.8 | 0.32% | 110,714 |
| 34 | iShares Fallen Angels USD Bond ETF (FALN) | 3.56% | N/A | $10.9 | 0.35% | 4,151 |
| 35 | VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL) | 3.37% | 21.55% | $741.0 | 0.35% | 411,708 |
| 36 | VanEck Vectors Emg Mkts High Yield Bd ETF (HYEM) | 3.32% | 14.51% | $359.6 | 0.40% | 237,584 |
| 37 | WisdomTree Emerging Markets Corporate Bond Fund (EMCB) | 3.31% | 9.75% | $50.0 | 0.60% | 20,308 |
| 38 | Guggenheim CurrencyShares Singapore Dollar Trust (FXSG) | 3.30% | -4.00% | $3.5 | 0.40% | 167 |
| 39 | SPDR Citi Intl Govt Inflation-Protected Bond ETF (WIP) | 3.25% | 1.47% | $488.7 | 0.50% | 52,925 |
| 40 | WisdomTree Chinese Yuan Strategy Fund (CYB) | 3.18% | -3.69% | $36.2 | 0.45% | 11,580 |
Largest inflows
| Name/ticker | 3-month estimated net flows ($M) | 3-month return | 1-year return | Net assets ($M) | Expense ratio* | |
|---|---|---|---|---|---|---|
| 1 | iShares iBoxx $ Inv Grade Corporate Bond ETF (LQD) | $3,370.7 | 1.22% | 2.64% | $30,601.6 | 0.15% |
| 2 | Vanguard Intermediate-Term Corp Bond Idx Fund;ETF (VCIT) | $2,721.5 | 1.53% | 2.71% | $13,144.4 | 0.07% |
| 3 | Vanguard Short-Term Corporate Bond Idx Fd;ETF (VCSH) | $2,180.2 | 0.95% | 1.83% | $18,056.0 | 0.07% |
| 4 | Vanguard Short-Term Bond Index Fund;ETF (BSV) | $1,926.0 | 0.56% | 0.39% | $21,565.8 | 0.09% |
| 5 | iShares JPMorgan USD Emerging Markets Bond ETF (EMB) | $1,702.2 | 3.81% | 8.05% | $9,879.6 | 0.40% |
| 6 | iShares Core US Aggregate Bond ETF (AGG) | $1,606.8 | 0.82% | 0.37% | $43,330.2 | 0.05% |
| 7 | Vanguard Total Bond Market Index Fund;ETF (BND) | $1,484.4 | 0.90% | 0.36% | $33,082.7 | 0.06% |
| 8 | iShares TIPS Bond ETF (TIP) | $1,404.8 | 1.22% | 1.36% | $23,016.1 | 0.20% |
| 9 | Vanguard Intermediate-Term Bond Index Fund;ETF (BIV) | $1,332.5 | 1.26% | 0.07% | $12,672.9 | 0.09% |
| 10 | iShares Floating Rate Bond ETF (FLOT) | $1,309.7 | 0.54% | 1.92% | $5,326.8 | 0.20% |
| 11 | PowerShares Senior Loan Portfolio (BKLN) | $1,061.8 | 0.51% | 7.26% | $8,936.4 | 0.65% |
| 12 | iShares MBS ETF (MBB) | $969.0 | 0.43% | -0.19% | $10,199.9 | 0.29% |
| 13 | iShares Short Treasury Bond ETF (SHV) | $827.6 | 0.09% | 0.35% | $4,809.0 | 0.15% |
| 14 | PIMCO Enhanced Short Maturity Active Exch Tr (MINT) | $782.2 | 0.58% | 2.24% | $6,420.1 | 0.36% |
| 15 | iShares US Treasury Bond ETF (GOVT) | $761.5 | 0.65% | -1.56% | $3,590.0 | 0.15% |
| 16 | Vanguard Mortgage-Backed Secs Idx Fund;ETF (VMBS) | $705.3 | 0.50% | 0.17% | $3,674.9 | 0.07% |
| 17 | Vanguard Total International Bond Index Fund;ETF (BNDX) | $622.8 | -0.02% | 1.15% | $6,681.6 | 0.12% |
| 18 | iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | $617.7 | 2.02% | 12.26% | $2,256.8 | 0.30% |
| 19 | VanEck Vectors JP Morgan EM Local Currency Bd ETF (EMLC) | $538.9 | 6.17% | 4.80% | $3,038.9 | 0.47% |
| 20 | iShares 3-7 Year Treasury Bond ETF (IEI) | $454.2 | 0.62% | -1.04% | $6,334.8 | 0.15% |
Largest outflows
| Name/ticker | 3-month estimated net flows ($M) | 3-month return | 1-year return | Net assets ($M) | Expense ratio* | |
|---|---|---|---|---|---|---|
| 1 | SPDR Bloomberg Barclays High Yield Bond ETF (JNK) | -$667.3 | 2.27% | 14.81% | $11,478.4 | 0.40% |
| 2 | iShares iBoxx $ High Yield Corporate Bond ETF (HYG) | -$582.9 | 2.22% | 13.40% | $18,557.5 | 0.50% |
| 3 | SPDR Bbg Barclays Short Term Corporate Bond ETF (SCPB) | -$580.2 | 0.66% | 1.65% | $2,942.2 | 0.12% |
| 4 | PIMCO 0-5 Year High Yield Corporate Bond Index ETF (HYS) | -$506.0 | 2.09% | 14.34% | $1,784.3 | 0.55% |
| 5 | SPDR Bbg Barclays International Treasury Bond ETF (BWX) | -$346.2 | 2.51% | -4.53% | $1,152.4 | 0.50% |
| 6 | iShares National Muni Bond ETF (MUB) | -$337.1 | 1.15% | -0.27% | $7,882.1 | 0.25% |
| 7 | PIMCO Total Return Active Exchange-Traded Fund (BOND) | -$214.7 | 1.61% | 2.72% | $2,006.1 | 0.56% |
| 8 | SPDR Bbg Barclays Short Term High Yield Bond ETF (SJNK) | -$169.0 | 2.00% | 14.86% | $3,592.9 | 0.40% |
| 9 | Fidelity Limited Term Bond ETF (FLTB) | -$155.6 | 0.80% | 1.04% | $110.5 | 0.45% |
| 10 | iShares 7-10 Year Treasury Bond ETF (IEF) | -$135.0 | 0.96% | -2.60% | $7,465.7 | 0.15% |
| 11 | Vanguard Long-Term Government Bond Idx Fund;ETF (VGLT) | -$96.1 | 1.58% | -4.90% | $444.5 | 0.07% |
| 12 | PowerShares DB US Dollar Index Bullish Fund (UUP) | -$94.0 | -1.93% | 5.71% | $736.0 | 0.75% |
| 13 | Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) | -$91.8 | 0.25% | 1.21% | $781.2 | 0.24% |
| 14 | SPDR Bloomberg Barclays Aggregate Bond ETF (BNDS) | -$91.5 | 0.79% | 0.33% | $1,131.8 | 0.08% |
| 15 | iShares International Treasury Bond ETF (IGOV) | -$86.7 | 1.65% | -5.31% | $603.6 | 0.35% |
| 16 | iShares 10+ Year Credit Bond ETF (CLY) | -$76.9 | 1.55% | 4.55% | $799.1 | 0.20% |
| 17 | Guggenheim BulletShares 2017 High Yld Corp Bd ETF (BSJH) | -$72.4 | 0.49% | 5.45% | $596.7 | 0.43% |
| 18 | Guggenheim CurrencyShares Japanese Yen Trust (FXY) | -$39.4 | 4.54% | 0.37% | $103.7 | 0.40% |
| 19 | iShares Government/Credit Bond ETF (GBF) | -$39.4 | 0.94% | 0.31% | $146.8 | 0.20% |
| 20 | ALPS RiverFront Strategic Income (RIGS) | -$34.1 | 1.23% | 7.70% | $292.9 | 0.11% |
New launches: Ranked by average daily volume during the first quarter of 2017
| Name/ticker | Classification | 3-month average daily volume | Expense ratio* | |||
|---|---|---|---|---|---|---|
| 1 | PowerShares Treasury Collateral Portfolio (CLTL) | Short U.S. Treasury Funds | 351,193 | 0.08% | ||
| 2 | CWA Income ETF (CWAI) | Flexible Income Funds | 73,995 | 0.75% | ||
| 3 | IQ S&P High Yield Low Volatility Bond ETF (HYLV) | Global Income Funds | 55,869 | 0.40% | ||
| 4 | Saba Closed-End Funds ETF (CEFS) | High Yield Funds | 34,789 | 2.42% | ||
| 5 | First Trust TCW Opportunistic Fixed Income ETF (FIXD) | Multi-Sector Income Funds | 29,737 | 0.55% | ||
| 6 | ETFis Virtus Cumberland Municipal Bond ETF (CUMB) | General & Insured Municipal Debt Funds | 21,763 | 0.59% | ||
| 7 | VanEck Vectors Green Bond ETF (GRNB) | International Income Funds | 2,199 | 0.40% | ||
| 8 | QUANTX Risk Managed Real Return ETF (QXRR) | Inflation Protected Bond Funds | 574 | 1.22% | ||
| 9 | Hartford Quality Bond ETF (HQBD) | Core Bond Funds | 10 | 0.39% | ||
| 10 | Hartford Corporate Bond ETF (HCOR) | Core Plus Bond Funds | 9 | 0.44% |
One-year anniversary: Ranked by average daily volume during the first quarter of 2017
| Name/ticker | 3-month average daily volume | 3-month return | 1-year return | Net assets ($M) | Expense ratio* | |
|---|---|---|---|---|---|---|
| 1 | Guggenheim Total Return Bond ETF (GTO) | 6,199 | 2.01% | 5.64% | $28.3 | 0.51% |
| 2 | Eaton Vance TABS 5-15 Yr Laddered Muni Bd NxtShs (EVLMC) | 5,004 | 1.69% | -0.14% | $22.7 | 0.35% |
| 3 | Cambria Sovereign Bond ETF (SOVB) | 3,351 | 4.46% | 4.87% | $9.4 | 0.59% |
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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