Tag: EDV

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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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Top 5 Losers in the Deep Value ETF Accumulator Portfolio for 2021

Happy New Year to all. This year, as with most we had some winners and some losers in our portfolio. This isn’t out of the ordinary and we plan to always have at least a few losers each year in our massively diversified portfolios. These numbers were calculated by M1 Finance. These numbers do not include dividends received. These numbers are from our Traditional IRA which had no inflows or outflows of money other than dividends received. (Note: I did not include the ETFs that were added to the portfolio during 2021. SPEM, PSCH, XAR)

  1. CQQQ – CHINA REGION EQUITIES -23.88%
  2. EWY – SOUTH KOREA EQUITIES -7.59%
  3. ENZL – NEW ZEALAND EQUITIES -6.01%
  4. EDV – U.S. LONG DURATION TREASURIES -4.41%
  5.  GLDM – GOLD -3.98%

Many blessing to all of you in 2022.

The Deep Value ETF Accumulator (aka Micah)

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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

Continue reading “4 Best Long-Term Performance U.S. Long Term Government Treasury ETFs 1.5”

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Vanguard Extended Duration Treasury ETF declares monthly distribution of $0.7703 (yield 1.98%)

Dec. 22, 2020 2:40 PM ETVanguard Extended Duration Treasury ETF (EDV)By: Manshi Mamtora, CFA
  • Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV) – $0.7703, LTCG of $3.9889 and STCG of $1.3454
  • 30-Day SEC Yield of 1.59% as of Dec. 18.
  • Payable Dec 29; for shareholders of record Dec 24; ex-div Dec 23.

Source: https://seekingalpha.com/news/3646788-vanguard-extended-duration-treasury-etf-declares-monthly-distribution-of-0_7703

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EDV: Fiscal Stimulus Is A Short-Term Negative, Long-Term Positive

Summary

  • Long-term Treasury yields follow the direction of growth and inflation over time.
  • Real per capita GDP growth continues to decline as population growth and productivity growth weaken under a growing debt overhang.
  • Lower rates of real GDP growth create excess capacity in labor and industrial utilization that weigh on the inflation rate.
  • Fiscal stimulus will create a short-term boost to growth and inflation at the expense of creating an even larger debt overhang that will weigh on productivity growth in the future.
  • For ETF EDV, fiscals stimulus is a short-term negative as GDP will get a boost, but a larger debt overhang will suppress the growth and inflation rate, putting negative rates and massive gains for EDV firmly on the table.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4376653-edv-fiscal-stimulus-is-short-term-negative-long-term-positive?utm_source=dashboard.stck.pro&utm_medium=referral

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4 Best Long-Term Performance U.S. Long Term Government ETFs 1.4

  • Asset Category: U.S. Long Government Bonds

  • Long-Term Performance: 8.77% CAGR

  • Correlation to U.S. markets: 0.02

  • S&P 500 Performance (US Large Cap Blend): 11.66% CAGR

  • Back test timeframe: January 1978 – August 2020

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

  • Long-Term Performance: 7.55% CAGR

  • Correlation to U.S. markets: -0.33

  • S&P 500 Performance: 9.85% CAGR

  • Back test timeframe: August 2002 – August 2020

  • 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 2020

TLT vs SPY: August 2002 – August 2020

TLT vs SPY: July 26, 2002 – September 18, 2020

Continue reading “4 Best Long-Term Performance U.S. Long Term Government ETFs 1.4”