Tag: BIV

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5 Best Intermediate Bond ETFs to Own Long Term 2.9

  1. BYLD – iShares Yield Optimized Bond ETF
  2. FBND – Fidelity Total Bond ETF
  3. BOND – PIMCO Active Bond Exchange-Traded Fund
  4. BIV – Vanguard Intermediate-Term Bond Index Fund ETF Shares
  5. TIP – iShares TIPS Bond ETF

BYLD vs FBND vs BOND vs BIV vs TIP: Koyfin back test

BYLD vs FBND vs BOND vs BIV vs TIP: Testfol.io back test

BYLD vs FBND vs BOND vs BIV vs TIP: Portfolio Visualizer fund info

31 Oldest Intermediate Bond ETFs back tested in this research:

Morningstar date on the 31 Oldest Intermediate Bond ETFs:

Thank you for reading the Deep Value ETF Investor blog.

Micah

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5 Best U.S. Intermediate Term Bond ETFs to Own Long-Term: BIV vs MUB vs MUNI vs CMBS vs SPAB 1.7

  • Asset Category: Intermediate Term Bonds (U.S. Intermediate Term Treasuries)

  • Long-Term Performance: 6.35% CAGR

  • Correlation to U.S. markets: 0.08

  • S&P 500 Performance (US Large Cap Blend): 10.50% CAGR

  • Back test timeframe: January 1972 – July 2023

  • Oldest Intermediate Term Bond ETF back tested: iShares Core U.S. Aggregate Bond ETF (AGG)

  • Long-Term Performance: 2.90% CAGR

  • Correlation to U.S. markets: 0.17

  • S&P 500 Performance: 10.07% CAGR

  • Back test timeframe: October 2003 – July 2023

  • Number of ETFs available in this asset class: 107

  • Number of ETFs in this asset class that are 10 years old or older: 18

U.S. Intermediate Bonds vs U.S. Large Cap Blend Equities: January 1972 – July 2023

AGG vs SPY: October 2003 – July 2023

AGG vs SPY: September 26, 2003 – August 25, 2023

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