Taxable Bond Index Funds
Index funds generally don’t try to beat the market by opportunistically buying or selling securities. Rather, they invest the assets of the fund or ETF to mirror the construction of an index, giving investors a way to gain exposure to a specific part of the markets. Index funds generally have lower relative costs compared with actively managed offerings. Bonds are best thought of as a loan a company has taken out with investors. Investors buy the bonds anticipating an interest payment from the company and ultimate payback of the amount borrowed. Bond funds buy multiple bonds in a portfolio and tend to focus on type of borrower, such as local or national governments and corporations.
|
Name
|
Morningstar Category
|
Medalist Rating
Overall
|
SEC 30-Day Yield
|
TTM Yield
|
Average Effective Duration
|
Total Return
1 Year
|
Total Return
3 Year
|
Adjusted Expense Ratio
|
Fund Size
| |
|---|---|---|---|---|---|---|---|---|---|---|
| AAM Low Duration Preferred and Income Securities ETF
PFLD
| Preferred Stock | — | 5.61% | 5.54% | — | 2.53% | 3.89% | 0.450% | $378.07M | |
| Abacus Flexible Bond Leaders ETF
ABXB
| Nontraditional Bond | 4.45% | 4.85% | 3.64 | −0.72% | 5.66% | 0.620% | $1.86M | ||
| Amplify Hyg High Yield 10% Target Income ETF
HYGM
| High Yield Bond | — | 5.69% | — | 2.97 | — | — | 0.790% | $710,146.00 | |
| Amplify LQD Investment Grade 12% Target Income ETF
LQDM
| Corporate Bond | — | 4.35% | — | 7.95 | — | — | 0.540% | $3.65M | |
| Amplify TLT U.S. Treasury 12% Option Income ETF
TLTP
| Long Government | 4.65% | 14.57% | 15.18 | −5.58% | — | 0.390% | $26.55M | ||
| BNY Mellon Bond Market Index Fund - Class I
DBIRX
| Intermediate Core Bond | 4.73% | 4.07% | 5.76 | −1.94% | 3.98% | 0.150% | $357.25M | ||
| BNY Mellon Bond Market Index Fund - Investor Shares
DBMIX
| Intermediate Core Bond | 4.48% | 3.81% | 5.76 | −2.29% | 3.68% | 0.400% | $357.25M | ||
| BNY Mellon Core Bond ETF
BKAG
| Intermediate Core Bond | 5.13% | 4.43% | 5.85 | −1.87% | 4.12% | 0.000% | $1.53B | ||
| BondBloxx B Rated USD High Yield Corporate Bond ETF
XB
| High Yield Bond | 6.93% | 7.13% | 2.66 | 1.99% | 7.48% | 0.300% | $87.77M | ||
| BondBloxx BB Rated USD High Yield Corporate Bond ETF
XBB
| High Yield Bond | 5.90% | 5.62% | 3.18 | 1.14% | 7.26% | 0.200% | $514.50M | ||
| Bondbloxx BBB Rated 1-5 Year Corporate Bond ETF
BBBS
| Short-Term Bond | 4.83% | 4.67% | 2.71 | 1.07% | — | 0.190% | $169.25M | ||
| Bondbloxx BBB Rated 10+ Year Corporate Bond ETF
BBBL
| Long-Term Bond | 6.22% | 6.16% | 12.20 | −6.65% | — | 0.190% | $6.55M | ||
| Bondbloxx BBB Rated 5-10 Year Corporate Bond ETF
BBBI
| Corporate Bond | 5.45% | 5.06% | 5.96 | −2.24% | — | 0.190% | $145.91M | ||
| Bondbloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
| Intermediate Government | 4.44% | 4.05% | 4.96 | −2.08% | 3.62% | 0.050% | $343.44M | ||
| Bondbloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
| Short Government | 4.07% | 3.94% | 0.96 | 3.02% | 4.39% | 0.030% | $855.71M | ||
| Bondbloxx Bloomberg Seven Year Target Duration US Treasury ETF
XSVN
| Long Government | 4.60% | 4.21% | 6.96 | −3.57% | 3.14% | 0.050% | $529.20M | ||
| Bondbloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
| Ultrashort Bond | 3.75% | 3.77% | 0.45 | 3.50% | 4.46% | 0.030% | $2.01B | ||
| Bondbloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
| Long Government | 4.88% | 4.66% | 9.97 | −5.20% | 2.62% | 0.080% | $1.25B | ||
| Bondbloxx Bloomberg Three Year Target Duration US Treasury ETF
XTRE
| Short Government | 4.30% | 4.08% | 2.96 | 0.04% | 3.88% | 0.050% | $145.41M | ||
| Bondbloxx Bloomberg Twenty Year Target Duration US Treasury ETF
XTWY
| Long Government | 5.23% | 5.31% | 19.99 | −11.35% | −1.37% | 0.130% | $233.21M | ||
| Bondbloxx Bloomberg Two Year Target Duration US Treasury ETF
XTWO
| Short Government | 4.21% | 3.96% | 1.96 | 1.42% | 4.07% | 0.050% | $267.39M | ||
| BondBloxx CCC Rated USD High Yield Corporate Bond ETF
XCCC
| High Yield Bond | 12.49% | 10.57% | 2.54 | −4.13% | 7.54% | 0.400% | $226.51M | ||
| BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF
XEMD
| Emerging Markets Bond | 5.61% | 5.87% | 4.11 | 3.79% | 9.87% | 0.290% | $954.68M | ||
| Columbia Diversified Fixed Income Allocation ETF
DIAL
| Multisector Bond | 5.32% | 5.42% | 5.79 | −1.80% | 5.66% | 0.290% | $373.23M | ||
| Columbia Short Duration Bond ETF
SBND
| Short-Term Bond | 4.94% | 4.68% | 2.78 | 1.13% | 5.65% | 0.250% | $198.73M |
United States