Corporate Investment Grade - Targeted Maturities (ex-ladders)

Components Performance/Risk
Period Return
7.7%
Return Rank
Subpar
Risk Exposure
Low Risk

Targeting maturity ranges, ETF bond portfolios present clear options to construct strategies by positoning investments along the yield curve

Relative performance of the various funds mirrors the market's current perception of interest rate trends, as determined by monetary policy and economic growth expectations

By including a fund with targeted maturity in a portfolio, the investor will - implicitly or explicitly - anticipate the future trend of interest rates 

 

Momentum signals trends of the last 5 days against a 20-day average

For comparison, select various time frames in the top right menu box, from 2 weeks to a full year (performance of some very recently listed ETFs may not be significant for lack of price data)

Theme Components
Name
Ticker
Category
SubCategory
Cur. Price
Performance
Momentum
Risk Rank
Risk Contrib
 
iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Corporate Investment GradeShort Term52.018.3% Neutral Low Risk
iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Corporate Investment GradeShort Term50.048.1% Neutral Low Risk
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF GSIG Corporate Investment GradeShort Term47.227.0% Neutral Low Risk
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF BBBS Corporate Investment GradeShort Term50.635.8% Neutral Low Risk
Schwab 1-5 Year Corporate Bond ETF SCHJ Corporate Investment GradeShort Term24.478.1% Neutral Low Risk
F/m 3-Year Investment Grade Corporate Bond ETF ZTRE Corporate Investment GradeShort Term50.407.6% Neutral Low Risk
F/m 2-Year Investment Grade Corporate Bond ETF ZTWO Corporate Investment GradeShort Term50.347.8% Neutral Low Risk
iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Corporate Investment GradeIntermediate52.198.4% Neutral Average Risk
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF BBBI Corporate Investment GradeIntermediate50.527.6% Neutral Average Risk
Schwab 5-10 Year Corporate Bond ETF SCHI Corporate Investment GradeIntermediate22.238.6% Neutral Average Risk
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