Intermediate-Term Bond ETFs


Most of these ETFs tend to invest in investment-grade bonds with a dollar-weighted average maturity of 3 to 10 years. While we think the diversification aspect of varying maturities offer by the group is attractive, there could be some rising interest rate concerns that pushes us to recommending this category more to moderate investors at this time, who understand the potential shift in interest rates may be sooner than investors are expecting.

A

Category Grade

This category ranks #5 out of 65 ETF categories.

A
Strong Buy

Avg. SMART Grade

The average cap-weighted SMART Grade for ETFs in this category is A (Strong Buy).


Fund Symbol/Name Last Open High Low 52-Wk Hi 52-Wk Lo Day Chg YTD Chg 12-Mo Chg AUM Exp. Ratio SMART Grade
AGG
iShares Core U.S. Aggregate Bond ETF
108.08 107.94 108.12 107.83 113.27 107.06 +0.04
(0.04%)
0.02% -0.76% 41.55B 0.08% A
Strong Buy
BND
Vanguard Total Bond Market ETF
80.81 80.67 80.85 80.62 84.92 80.03 +0.06
(0.07%)
0.02% -0.71% 31.44B 0.06% A
Strong Buy
CSJ
iShares Barclays 1-3 Year Credit Bond Fund
104.97 104.98 104.99 104.94 106.12 104.50 +0.02
(0.02%)
0.03% 0.34% 11.11B 0.20% A
Strong Buy
SCHZ
Schwab U.S. Aggregate Bond ETF
51.59 51.51 51.59 51.47 54.10 51.15 +0.05
(0.10%)
0.17% -0.96% 3.31B 0.05% A
Strong Buy
TOTL
SPDR DoubleLine Total Return Tactical ETF
48.49 48.54 48.59 48.46 50.28 48.14 -0.12
(-0.25%)
0.21% -0.96% 3.04B 0.55% A
Strong Buy
GVI
iShares Barclays Intermediate Government/Credit Bond Fund
109.87 109.83 109.95 109.67 114.00 109.01 +0.09
(0.08%)
0.02% -0.73% 2.21B 0.20% A
Strong Buy
BOND
PIMCO Total Return ETF
104.24 104.11 104.43 104.06 108.25 102.11 +0.07
(0.07%)
0.11% 0.60% 2.20B 0.55% A
Strong Buy
BNDS
SPDR Barclays Aggregate Bond ETF
56.98 56.87 57.00 56.81 59.85 56.48 -0.02
(-0.04%)
0.11% -1.15% 1.22B 0.08% A
Strong Buy
ISTB
iShares Core Short-Term USD Bond ETF
50.04 50.03 50.07 49.98 51.04 49.56 +0.03
(0.06%)
0.08% 0.64% 603.06M 0.12% A
Strong Buy
LMBS
First Trust Low Duration Mortgage Opportunities ETF
52.13 52.15 52.15 52.00 53.84 50.18 -0.16
(-0.31%)
-0.10% 2.62% 368.65M 0.65% A
Strong Buy
MINC
AdvisorShares Newfleet Multi-Sector Income ETF
48.65 48.60 48.66 48.56 49.12 48.17 +0.04
(0.08%)
0.16% 0.12% 259.80M 0.75% A
Strong Buy
GBF
iShares Barclays Government/Credit Bond Fund
112.28 112.26 112.32 112.10 118.69 111.23 -0.13
(-0.12%)
0.23% -0.35% 185.20M 0.20% A
Strong Buy
FBND
Fidelity Total Bond ETF
49.63 49.66 49.68 49.50 51.26 47.43 -0.02
(-0.04%)
-0.34% 4.29% 138.81M 0.45% A
Strong Buy
FLTB
Fidelity Ltd Term Bond ETF
50.06 50.10 50.12 49.99 52.59 49.65 +0.01
(0.02%)
0.20% 0.38% 121.18M 0.45% A
Strong Buy
AGGY
Barclays U.S. Aggregate Bond Enhanced Yield Fund
49.64 49.58 49.64 49.50 53.41 49.01 +0.05
(0.10%)
0.12% 0.02% 113.87M 0.12% A
Strong Buy
LDUR
PIMCO Low Duration Exchange-Traded Fund
100.34 100.11 100.70 100.09 103.00 97.22 -0.04
(-0.04%)
-0.03% 1.61% 73.19M 0.49% A
Strong Buy
LDRI
PowerShares LadderRite 0-5 Year Corporate Bond Portfolio
24.90 24.89 24.90 24.89 26.09 24.58 -0.01
(-0.04%)
0.28% 0.97% 26.16M 0.22% A
Strong Buy
BYLD
iShares Yield Optimized Bond ETF
24.69 24.60 24.69 24.60 25.35 23.85 +0.10
(0.41%)
0.16% 3.39% 18.44M 0.28% A
Strong Buy
COBO
ProShares USD Covered Bond
100.03 100.03 100.03 100.03 107.41 97.02 0.00
(0.00%)
0.06% -0.91% 6.53M 0.35% A
Strong Buy
BIV
Vanguard Intermediate-Term Bond Index Fund
83.16 82.91 83.19 82.91 88.58 82.17 +0.12
(0.14%)
0.11% -1.33% 11.24B 0.09% B
Buy
VMBS
Vanguard Mortgage-Backed Securities ETF
52.25 52.16 52.33 52.13 54.01 51.88 +0.02
(0.04%)
-0.08% -1.67% 3.01B 0.10% B
Buy
IUSB
iShares Core Total USD Bond Market ETF
50.19 50.15 50.21 50.00 53.76 49.44 +0.01
(0.02%)
-0.16% 0.98% 786.57M 0.12% B
Buy
VBND
Core U.S. Bond Strategy ETF
48.86 48.88 48.95 48.76 52.14 48.29 +0.13
(0.27%)
0.39% -2.03% 482.43M 0.48% B
Buy
GMTB
Columbia Core Bond ETF
51.26 51.11 51.32 51.10 53.39 50.49 -0.34
(-0.66%)
0.33% 0.75% 7.67M 0.49% B
Buy
BLHY
Virtus Newfleet Dynamic Credit ETF
25.05 25.03 25.08 25.03 26.98 23.01 +0.06
(0.24%)
0.16% 0.20% 77.63M 0.55% NR
Not Rated
NUAG
NuShares Enhanced Yield U.S. Aggregate Bond ETF
24.28 24.27 24.38 24.23 25.26 24.07 -0.11
(-0.45%)
-0.04% -3.19% 48.48M 0.20% NR
Not Rated
IMTB
iShares Core 5-10 Year USD Bond ETF
48.83 48.89 48.89 48.83 50.06 48.36 -0.04
(-0.08%)
0.23% -2.36% 24.38M 0.13% NR
Not Rated
DTYL
iPath US Treasury 10-year Bull ETN
74.72 74.72 74.72 74.72 85.20 73.72 +1.00
(1.36%)
-7.63% -0.12% 5.13M 0.75% NR
Not Rated

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