Best Debt Funds
These inflation protected bond ETFs own Treasury Inflation Protected Securities. Treasury bonds and notes typically involve principal and coupon payments step up with the cost of living. Depending on the funds, some ETFs are index ETFs.These top inflation protected bond funds are selected based on its YTD performance in 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.
Top 10 inflation protected bond ETFs in 2015 are:
- FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF)
- SPDR Barclays 1-10 Year TIPS ETF (TIPX)
- Vanguard Short-Term Inflation-Protected Securities ETF (VTIP)
- FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT)
- iShares 0-5 Year TIPS Bond ETF (STIP)
- PIMCO 1-5 Year US TIPS ETF (STPZ)
- SPDR Barclays 0-5 Year TIPS ETF (SIPE)
- iShares TIPS Bond ETF (TIP)
- Schwab US TIPS ETF (SCHP)
- PIMCO Broad US TIPS ETF (TIPZ)
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
This FlexShares iBoxx 5-Year Target Duration TIPS Index Fund has a dividend yield of 0.71%. The annual expense ratio fee is 0.20%. The current share price is $24.75. This inflation protected bond fund has $486 million of assets.More: Top Inflation Protected Bond Mutual Funds 2013
Morningstar has ranked this top ETF with 4 star rating. In 2015, it has YTD return of 1.68%. The average 3 year return is -0.83%. The average credit quality is AAA.
SPDR Barclays 1-10 Year TIPS ETF
This SPDR Barclays 1-10 Year TIPS ETF is tracking the 1-10 year inflation protected sector of the United States Treasury market. It has a low expense fee of 0.15%. The 12 month yield is 1.12%. It has small assets of $19 million. This fund has an average effective duration of 5.17 years.More: Investing in Top Inflation Protected Bond Mutual Funds 2014
The past 2 year performance is as follows:
- Year 2015: 1.31% (YTD)
- Year 2014: 0.55%
Bond Funds Return
| No | Fund Name | Ticker | Expense Fee | YTD Return |
|---|---|---|---|---|
| 1 | FlexShares iBoxx 5Yr Target Dur TIPS ETF | TDTF | 0.2 | 1.39 |
| 2 | SPDR Barclays 1-10 Year TIPS ETF | TIPX | 0.15 | 0.94 |
| 3 | Vanguard Short-Term Infl-Prot Secs ETF | VTIP | 0.1 | 0.83 |
| 4 | FlexShares iBoxx 3Yr Target Dur TIPS ETF | TDTT | 0.2 | 0.82 |
| 5 | iShares 0-5 Year TIPS Bond | STIP | 0.16 | 0.67 |
| 6 | PIMCO 1-5 Year US TIPS ETF | STPZ | 0.2 | 0.66 |
| 7 | SPDR Barclays 0-5 Year TIPS ETF | SIPE | 0.15 | 0.31 |
| 8 | iShares TIPS Bond | TIP | 0.2 | 0.01 |
| 9 | Schwab US TIPS ETF | SCHP | 0.07 | -0.13 |
| 10 | PIMCO Broad US TIPS ETF | TIPZ | 0.21 | -0.47 |
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