Tag: Bonds

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3 Great ETFs to Buy for Your Long-Term Portfolio (JPST)

Vanguard Short-Term Corporate Bond Index Fund(NASDAQ:VCSH): With the labor market still running hot, the Fed is likely to continue raising interest rates throughout this year. Amid this, investors might consider buying quality ETFs, Vanguard Short-Term Corporate Bond Index Fund (VCSH), JPMorgan Ultra-Short Income ETF (JPST), and SPDR S&P MIDCAP 400 ETF Trust (MDY) to ensure steady returns for 2023 and beyond. Read on…
— Read on stocknews.com/news/vcsh-jpst-mdy-3-great-etfs-to-buy-for-2023-and-beyond/

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5 Best Short & Ultra Short Bond ETFs to Own Long-Term 1.6

  • Asset Category: U.S. Short Term Treasury / Short TermInvestment Grade Bonds

  • Long-Term Performance: 4.79% / 5.37% CAGR

  • Correlation to U.S. markets: -0.02 / 0.29

  • S&P 500 Performance (US Large Cap Blend): 11.05% CAGR

  • Back test timeframe: January 1983 – December 2022

  • Oldest ETF back tested: iShares 1-3 Year Treasury Bond ETF (SHY)

  • Long-Term Performance: 1.62% CAGR

  • Correlation to U.S. markets: -0.22

  • S&P 500 Performance: 9.36% CAGR

  • Back test timeframe: August 2002 – December 2022

  • Number of ETFs available in this asset class: 99

  • Number of ETFs in this asset class that are 5-years old or older: 43

U.S. Short Term Treasury Bonds vs Short Term Investment Grade Bonds vs S&P 500: January 1983 – December 2022

Continue reading “5 Best Short & Ultra Short Bond ETFs to Own Long-Term 1.6”

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4 Best U.S. Short Term Treasury ETFs to Own Long-Term 1.6

  • Asset Category: U.S. Short Term Treasuries

  • Long-Term Performance: 5.42% CAGR

  • Correlation to U.S. markets: 0.07

  • S&P 500 Performance (US Large Cap Blend): 10.87% CAGR

  • Back test timeframe: January 1977 – December 2022

  • Oldest ETF back tested: iShares 1-3 Year Treasury Bond ETF (SHY)

  • Long-Term Performance: 1.65% CAGR

  • Correlation to U.S. markets: -0.22

  • S&P 500 Performance: 9.36% CAGR

  • Back test timeframe: August 2002 – December 2022

  • Number of ETFs available in this asset class: 12

  • Number of ETFs in this asset class that are 10-years old or older: 4

U.S. Short Term Treasuries vs U.S. Large Cap Blend Equities (aka S&P 500): January 1977 – December 2022

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Is It Time to Pick Up Treasury Bond ETFs on the Cheap? (EDV)

The Treasuries market was pummeled after a spike in inflation dragged on real returns and a hawkish Federal Reserve hiked interest rates. The selling may have been overdone and investors could begin to pick up a bargain in Treasury bond exchange traded funds. Year-to-date, the Vanguard Extended Duration Treasury ETF (NYSEARCA: EDV) declined 18.2%, the SPDR […] Read more at ETFtrends.com.
— Read on www.nasdaq.com/articles/is-it-time-to-pick-up-treasury-bond-etfs-on-the-cheap

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4 Best Long-Term Performance U.S. Long Term Government Treasury ETFs 1.5

  • Asset Category: U.S. Long Government Bonds

  • Long-Term Performance: 8.40% CAGR

  • Correlation to U.S. markets: 0.02

  • S&P 500 Performance (US Large Cap Blend): 12.07% CAGR

  • Back test timeframe: January 1978 – August 2021

  • Oldest ETF back tested: iShares 20+ Year Treasury Bond ETF (TLT)

  • Long-Term Performance: 6.74% CAGR

  • Correlation to U.S. markets: -0.32

  • S&P 500 Performance: 10.88% CAGR

  • Back test timeframe: August 2002 – August 2021

  • Number of ETFs available in this asset class: 12

  • Number of ETFs in this asset class that are 10-years old or older: 8

U.S. Long Government Bonds vs U.S. Large Cap Blend Equities: January 1978 – August 2021

TLT vs SPY: August 2002 – August 2021

TLT vs SPY: July 26, 2002 – September 3, 2021

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