(BND) in the same period. Results are displayed beginning with the equity ETF that makes the largest allocation to indicated stock. On the day of the Bear Sterns failure, Moody’s maintained a rating for Bear Stearns of A2; S&P gave an A rating until the day of failure. (See also: ETF Flows: Short-Term Corporate Bond ETFs Are Winning Assets. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. Posted-In: Long Ideas Short Ideas Emerging Market ETFs Currency ETFs Trading Ideas ETFs, Thank you for subscribing! Compare fees, performance, dividend yield, holdings, technical indicators, and many other metrics to make a better investment decision. Insights and analysis on energy focused ETFs, Insights and analysis on Real Estate, Commodities, and other alternative investment focused ETFs. For instance, only equity ETFs will display An error has occurred, please try again later. iShares Barclays 1-3 Year Treasury Bond (NYSE: SHY) 2.0% 102% MSCI ESG materials have not been submitted, to nor received approval from, the US SEC or any other regulatory body. This includes moving For example, a lot of government spending such as society security, pensions, even Treasury Inflation Protected Securities (TIPS) are tied to inflation. WisdomTree Barclays U.S. ETF (LQD), a proxy for investment-grade corporate bonds, and the Ticker Net Assets Expense Ratio SEC Yield Maturity (Yr) Credit Rating iShares CDN Bond Index Fund (NYSE:XBB) 4.5% 92%. Thank you for your submission, we hope you enjoy your experience, Copyright MSCI ESG Research LLC [2018]. Credit Rating - ETF News And Commentary. ratings of six key metrics as well as an Overall Rating. 'Demystify And Challenge': Empowerment Through Financial Literacy. ETFdb.com’s proprietary ETF Screener allows users to filter and screen all ETFs based on customized parameters. This ETF has returned 6.7% so far in 2016. iShares iBoxx $ Invest Grade Corp Bond (NYSE: LQD) 4.4% 116% iShares Barclays Aggregate Bond (NYSE: AGG ) 3.2% 108% iShares Barclays 1-3 Year Treasury Bond (NYSE: SHY ) 2.0% 102% That is well above what investors will find on 10-year Treasuries and high enough to keep conservative investors from having to incur credit risk with junk bonds. Each asset class has unique holdings data. more important database factors in the table below. Start a free trial. Both ETFs follow iterations of the Barclays U.S. iShares Barclays 1-3 Year Credit Bond (NYSE: CSJ) 2.9% 107% Jan 22, 2013 1:01AM EST. The rising of rates may forecast some inflationary pressures down the road. The management fee is low, just 0.12%. Aggregate Bond Index, Revenue Exposure to Environmental Impact (%), Weighted Average Carbon Intensity (Tons of CO2e / $M Sales), Water Stress High Risk Business Segment (%), Revenue Exposure to Energy Efficiency (%), Revenue Exposure to Alternative Energy (%), Revenue Exposure to Pollution Prevention (%), Revenue Exposure to Water Sustainability (%), Revenue Exposure to Affordable Real Estate (%), Revenue Exposure to Major Disease Treatment (%), Human Rights Norms Violation OR Watch List (%), Global Compact Compliance Violation OR Watch List (%), Significant Votes Against Pay Practices (%). AGG has a lower expense ratio than LQD (0.04% vs 0.15%). Please help us personalize your experience. However, rising interest rates can depress the prices of all bonds, and a quick move up in rates could effectively erase the few percentage yields due to the potential price drop. All told, an estimated $13 trillion in global bonds yield less than zero, and the average yield for a bond in the Barclays U.S. iShares S&P National AMT-Free Muni Bd (NYSE: MUB) 3.0% 110% Investors can compare two ETFs head-to-head, making it easy to decide between potential ETF investments. LQD, which holds nearly 1,750 investment-grade corporate bonds, has a 30-day SEC yield of 3.44 percent. Bond ETFs on the other hand, AGG BND LQD HYG EFA BSV; Fund Name: iShares Core U.S. ETF (AGGY), launched just over a year ago. Marijuana is often referred to as weed, MJ, herb, cannabis and other slang terms. This ETF is the most popular option for investors looking to gain exposure to investment grade corporate bonds, making it a useful tool for those looking to access a corner of the bond market that should be a core component of any long-term, buy-and-hold portfolio. Published. It is traded in Toronto Stock Exchange under ticker symbol of XBB. LQD vs. VCIT: Head-To-Head ETF Comparison The table below compares many ETF metrics between LQD and VCIT. ETFdb’s Country Exposure Tool allows investors to identify equity ETFs that offer exposure to a specified country. Objective, in-depth analysis and ranking of every ETF on six key metrics and overall rating. All Information is provided solely for your internal use, and may not be reproduced or redisseminated in any form without express prior written permission from MSCI. Aggregate Bond ETF. Actually, some market observers currently favor U.S. investment-grade corporates over high-yield debt. See our independently curated list of ETFs to play this theme here. Ben Lavine, chief investment officer at 3D Asset Management, was an early adopter. We've detected you are on Internet Explorer. All rights reserved. Treasury bonds, despite their piddling yields, aren’t necessarily bad. Aggregate Index. To order presentation-ready copies for distribution to your colleagues, clients or customers visit http://www.djreprints.com. By using Investopedia, you accept our. Some important comparison metrics here are expense ratio, issuer, AUM, and shares outstanding, The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the United States investment grade securities markets as defined by the Barclays Capital U.S. It compares fees, performance, dividend yield, holdings, technical indicators, and many other metrics that help make better ETF investing decisions. BND 7.0B 0.14% 3.3% 6.6 Aa1/Aa2. ESG Investing is the consideration of environmental, social and governance factors alongside financial factors in the investment decision–making process. 76% of AGG consists of US government or AAA rated bonds, while only 50.6% of XBB’s holdings are rated AAA. A daily collection of all things fintech, interesting developments and market updates. (See also: Top 3 Investment-Grade Corporate Bond ETFs. The Secondary Market Corporate Credit Facility (SMCCF) is a Fed program to support the corporate bond market during the COVID-19 coronavirus crisis. For instance, the duration of bonds in the WisdomTree ETF isn’t permitted to exceed one year greater than that of the AGG, and sectors can’t grow too lopsided versus the benchmark. Nearly 81 percent of SLQD's holdings are rated A or BBB. Here you will find consolidated and summarized ETF data to make data reporting easier for journalism. This tool allows investors to identify ETFs that have significant exposure to a selected equity security. Fitch said it continually merited a solid A+ till March 24, 2008. In 2014, central bankers in Frankfurt introduced negative interest rates—essentially requiring private-sector banks to pay for the privilege of owning sovereign bonds. Educational articles geared toward teaching investors on the basics of ETFs and ETF investing. The average long term Treasury rate from 1870 through 2009 is 4.3% and the average annually CPI for the same period is 2.1%. ", Just over 84.5 percent of LQD's holdings are rated A or BBB, so credit quality typically is not an issue with this ETF. Stocks: AGG, BND, BSV, CSJ, CWB, HYG, IEF, JNK, LQD, MBB, MUB, PCY, PST, SHY, SPY, TBT, TIP, TLT. Export to CSV and Compare ETF Holdings With ETFdb.com Pro. For one thing, they are battle-tested diversifiers in times of market stress. This copy is for your personal, non-commercial use only. Blockchain technology allows for a recorded incorruptible decentralized digital ledger of all kinds of transactions to be distributed on a network. His firm bought into the WisdomTree ETF to counterbalance clients’ stock portfolios: “It’s a risk-controlled approach where you’re getting Barclays Agg bond risk but in a smarter fashion. iShares Barclays MBS Bond (NYSE: MBB) 3.0% 111% IShares Core U.S. Welcome to ETFdb.com. A high-yield, or "junk" bond has a lower credit rating and thus pays a higher yield due to having more risk than higher rated bonds. Segment. SPDR Barclays Capital High Yield Bond (NYSE: JNK) 11.7% 141% PowerShares Emerging Mkts Sovereign Debt (NYSE: PCY) 6.3% 129% iShares iBoxx $ Investment Grade Corporate Bond, WisdomTree Barclays U.S. This tool allows investors to analyze ETF issuer fund flow data. LQD vs. AGG:5-year performance LQD got hit much harder than AGG in the 2008 market crash, though it also recovered more rapidly. among others. The 10-year U.S. Treasury bond yield plumbed a record low of 1.37% last month, and the United Kingdom’s benchmark 10-year bond yield sank to its all-time low last week. ETF (TLT), a proxy for long-term government bonds, both rose as stocks fell. See our independently curated list of ETFs to play this theme here. “A year later, that ratio is back near post-crisis lows. By the way, SHY’s Standard Deviation is around 2%. Benzinga does not provide investment advice. But those ETFs turned out to be more volatile than expected. Vanguard Total Bond Market ETF. LQD 12.3B 0.15% 4.6% 12.1 BBB+ AGG 11.4B 0.24% 1.8% 5.9 AAA BND 7.0B 0.14% 3.3% 6.6 Aa1/Aa2. Data are from iShares, Vanguard and Yahoo Finance as of March 26, 2010. Japan’s monetary authorities did the same earlier this year. Furthermore, ADV in the 11th and 12th row, which stands for Average Daily Volume, If you want to short bond, you might use UltraShort 20+ Year Treasury ProShares (NYSE: TBT) or UltraShort 7-10 Year Treasury ProShares (NYSE: PST). A risk discount refers to a situation where an investor is willing to accept a lower expected return in exchange for lower risk or volatility. Don't have a Benzinga account? iShares Barclays 7-10 Year Treasury (NYSE: IEF) 3.4% 110% More and more people are looking for stable, safe income from their fixed-income investments. Conclusion Only six ETFs have added more new assets this year than LQD. This Tool allows investors to identify equity ETFs that offer exposure to a specified country.