Top Bond Funds
Intermediate-Term Bond ETFs invest in fixed income securities with durations between five and ten years. These bond funds provide income for yield. The funds invest in government bonds (US Treasuries) and corporate bonds.These top intermediate-term bond funds are selected based on its YTD performance in 2015 (up to July 26, 2015). Unlike mutual fund, these exchange traded funds don’t have a sales load or a transaction fee. You can find the fund review and other fund information below such as the yield, expense ratio, fund manager, top holdings, top sectors, etc.
The 12 best intermediate term bond ETFs in 2015 are:
- iShares CMBS ETF (CMBS)
- PIMCO Total Return Active ETF (BOND)
- iShares Core Total USD Bond Market ETF (IUSB)
- SPDR Barclays Mortgage Backed Bond ETF (MBG)
- iShares Intermediate Government/Credit Bond ETF (GVI)
- Vanguard Mortgage-Backed Securities ETF (VMBS)
- Vanguard Intermediate-Term Bond ETF (BIV)
- Fidelity Total Bond ETF (FBND)
- iShares MBS ETF (MBB)
- Columbia Core Bond ETF (GMTB)
- Vanguard Total Bond Market ETF (BND)
- iShares Core US Aggregate Bond ETF (AGG)
iShares CMBS ETF
This iShares CMBS ETF utilizes its assets to purchase U.S. commercial mortgage-backed bonds. This exchange traded fund has a yield of 2.17%. Its expense fee is 0.25%. The current share price is $51.64. This index fund has $179 million of assets.Morningstar has ranked this top Intermediate term bond ETF with 4 stars rating. In 2015, it has YTD return is 1.27%. It has a 3 year annualized return of 2.71%.
PIMCO Total Return Active ETF
The PIMCO Total Return Active ETF invests in investment grade debt securities. The fund managers are Scott A. Mather, Mark R. Kiesel, and Mihir P. Worah. This bond fund has a high yield of 5.07%. It is popular among investors with $2.5 billion of assets.More: Best Intermediate Term Bond Exchange Traded Funds 2012
This best ETF has a year to date return of 1.03% in 2015. The past 2 years performance is as follows:
- Year 2014: 6.62%
- Year 2013: -1.26%
Vanguard Intermediate-Term Bond ETF
This Vanguard Intermediate-Term Bond ETF is ranked with 4 stars rating. It has 12 month yield of 2.73%. With assets of $6 billion, it has a low expense fee of 0.10%. This ETF has 52 week range of $83.20-$87.34.Vanguard Total Bond Market ETF
This Vanguard Total Bond Market ETF provides broad exposure to U.S. investment grade bonds. This Intermediate-Term Bond fund has a yield of 2.18%. The fund total net assets are $145.0 billion. The expense ratio fee is 0.07%. You can use this fund for diversifying the risks of stocks in a portfolio.More: Top Performer Intermediate Term Bond ETFs August 2013
Morningstar analysts rank this fund with 3-stars rating. The benchmark is Spliced Barclays US Aggregate float Adjusted Index. This best ETF fund has YTD return of -0.34% as of July 28, 2015.
Bond Fund Returns
| No | Fund Name | Ticker | Expense Fee | YTD Return % |
|---|---|---|---|---|
| 1 | iShares CMBS | CMBS | 0.25 | 2.01 |
| 2 | PIMCO Total Return Active ETF | BOND | 0.56 | 1.75 |
| 3 | iShares Core Total USD Bond Market | IUSB | 0.04 | 1.04 |
| 4 | SPDR® Barclays Mortgage Backed Bond ETF | MBG | 0.20 | 1.02 |
| 5 | iShares Interm Government/Credit Bd | GVI | 0.20 | 0.78 |
| 6 | Vanguard Mortgage-Backed Securities ETF | VMBS | 0.12 | 0.69 |
| 7 | Vanguard Intermediate-Term Bond ETF | BIV | 0.10 | 0.66 |
| 8 | Fidelity Total Bond ETF | FBND | 0.00 | 0.58 |
| 9 | iShares MBS | MBB | 0.25 | 0.57 |
| 10 | Columbia Core Bond ETF | GMTB | 0.57 | 0.38 |
| 11 | Vanguard Total Bond Market ETF | BND | 0.07 | 0.22 |
| 12 | iShares Core US Aggregate Bond | AGG | 0.07 | 0.18 |
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