Read Empower Advisory Group LLC Takes $342,000 Position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) at Defense World
— Read on www.defenseworld.net/2023/09/17/empower-advisory-group-llc-takes-342000-position-in-vanguard-intermediate-term-bond-etf-nysearcabiv.html
5 Best U.S. Intermediate Term Bond ETFs to Own Long-Term: BIV vs MUB vs MUNI vs CMBS vs SPAB 1.7
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Asset Category: Intermediate Term Bonds (U.S. Intermediate Term Treasuries)
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Long-Term Performance: 6.35% CAGR
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Correlation to U.S. markets: 0.08
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S&P 500 Performance (US Large Cap Blend): 10.50% CAGR
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Back test timeframe: January 1972 – July 2023
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Oldest Intermediate Term Bond ETF back tested: iShares Core U.S. Aggregate Bond ETF (AGG)
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Long-Term Performance: 2.90% CAGR
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Correlation to U.S. markets: 0.17
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S&P 500 Performance: 10.07% CAGR
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Back test timeframe: October 2003 – July 2023
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Number of ETFs available in this asset class: 107
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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