Best Performing ETFs
These best performing high yield bond exchange traded funds are sorted based on its year to date performance up to July 15th, 2012. The issuers of these high yield bond ETFs include AdvisorShares, Guggenheim, Invesco PowerShares, iShares, PIMCO, State Street, and Van Eck. The funds have expense ratio ranging from 0.30% to 1.35%.
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| Top Performer High Yield Bond ETFs |
The YTD top performer high yield bond ETFs up to July 15, 2012 are:
- Peritus High Yield ETF (HYLD)
- SPDR Barclays Capital High Yield Bond ETF (JNK)
- Guggenheim BulletShares 2015 High Yield Corporate Bond ETF (BSJF)
- iShares iBoxx $ High Yield Corporate Bond Fund (HYG)
- Guggenheim BulletShares 2014 High Yield Corporate Bond ETF (BSJE)
- PIMCO 0-5 Year US High Yield Corporate Bond Index Fund (HYS)
- PowerShares High Yield Corporate Bond Portfolio (PHB)
- Guggenheim BulletShares 2013 High Yield Corporate Bond ETF (BSJD)
- Guggenheim BulletShares 2012 High Yield Corporate Bond ETF (BSJC)
updated on 7/19/2012
1. Peritus High Yield ETF (Ticker: HYLD)
This Peritus High Yield ETF aim is to provide high income and capital appreciation. This ETF is actively managed by Peritus I Asset Management LLC. It utilizes its assets to purchase a focused portfolio of high yield bonds. The 12-month yield is 8.14%. It has $100 million of total assets.
More: Best No Load High Yield Bond Mutual Funds
As of July 2012, the average duration is 3.45 years. The yield to maturity is 11.42%. This top performer high yield fund has a YTD return of 7.92%. The top 3 bond sectors are healthcare products, healthcare services, and transportation.
2. SPDR Barclays Capital High Yield Bond ETF (JNK)
SPDR Barclays Capital High Yield Bond fund invests most of its assets in the securities comprising the U.S. high yield corporate bond index. The expense ratio is 0.40%. The dividend yield is 7.28%. As part of State Street Global Advisors fund, its total assets are $10.88 billion.
Morningstar has ranked this high yield bond fund with 4 stars rating. It has an average effective duration of 4.32 years. The average credit quality is B. The top 3 holdings are Sprint Nextel 144A 9%, Hca 6.5%, and First Data 12.625%.
3. Guggenheim BulletShares 2015 High Yield Corporate Bond (BSJF)
The Guggenheim BulletShares 2015 High Yield Corporate Bond ETF objective is to track the performance of BulletShares USD High Yield Corporate Bond 2015 Index. The expense ratio is 0.42% per year. The distribution yield is 5.29%. The average effective maturity is 3.88 years.
As of July 15 2012, the year-to-date return is 5.52%. The top 3 holdings in its portfolio are CIT Group 144A 4.75%, Nextel communications 7.375%, and Novelis 8.75%.
4. iShares iBoxx $ High Yield Corporate Bond Fund (Ticker: HYG)
Ranked with 3 stars, the iShares iBoxx $ High Yield Corporate Bond Fund invests majority of its assets in U.S. dollar-denominated, high yield corporate bonds for sale in the United States. The fund sponsor is BlackRock. Its expense ratio is 0.50%.
More: Top Performer Exchange Traded Funds
This top performer bond fund has returned 14.78% over the past 3 year, and 6.58% over the past 5 year. The top sector in its holdings is high yield corporate bond (98.36%). The top 6 sectors are consumer staples, financials, oil & gas, telecommunication, industrials, and health care.
6. PIMCO 0-5 Year US High Yield Corporate Bond Index Fund (HYS)
PIMCO 0-5 Year US High Yield Corporate Bond Index Fund uses its assets to track the Bank of America Merrill Lynch 0-5 Year US High Yield Constrained index. Vineer Bhansali is the fund manager. The duration category is classified as low. It has 0.55% total expense ratio.
As of July 2012, this corporate bond fund has 215 holdings. The effective duration is 1.69 years. Since its inception, the annualized volatility is 10.39%.
Disclosure: No Position
Fund Information
| No | Name | Symbol | YTD | Expense ratio | Assets | Avg. Vol |
|---|---|---|---|---|---|---|
| 1 | Peritus High Yield ETF | HYLD | 7.92% | 1.34% | $100,655 | 32,512 |
| 2 | SPDR Barclays Capital High Yield Bond ETF | JNK | 6.46% | 0.41% | $10,891,182 | 5,406,115 |
| 3 | Guggenheim BulletShares 2015 High Yield Corporate Bond ETF | BSJF | 5.52% | 0.42% | $219,130 | 98,019 |
| 4 | iShares iBoxx $ High Yield Corporate Bond Fund | HYG | 5.48% | 0.50% | $15,026,338 | 3,438,605 |
| 5 | Guggenheim BulletShares 2014 High Yield Corporate Bond ETF | BSJE | 5.33% | 0.42% | $116,730 | 37,825 |
| 6 | PIMCO 0-5 Year US High Yield Corporate Bond Index Fund | HYS | 5.11% | 0.55% | $334,933 | 32,354 |
| 7 | PowerShares High Yield Corporate Bond Portfolio | PHB | 4.45% | 0.50% | $974,358 | 622,145 |
| 8 | Guggenheim BulletShares 2013 High Yield Corporate Bond ETF | BSJD | 4.26% | 0.42% | $153,540 | 35,048 |
| 9 | Guggenheim BulletShares 2012 High Yield Corporate Bond ETF | BSJC | 2.22% | 0.42% | $71,372 | 24,544 |
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