Fixed-income ETF rankings for first quarter 2017

APR 29, 2017
By  Ellie Zhu
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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