Floating rate bonds adjust quickly to interest rate changes. Here we'll compare the best floating rate ETFs - USFR, TFLO, and FLOT. Video Prefer video? Watch it here: What Are Floating Rate Bonds? Floating rate bonds are debt instruments with variable interest rates, as opposed to a typical bond with a fixed rate. That interest rate is based on some … [Read more...] about 3 Best Floating Rate Bond ETFs – USFR vs. TFLO vs. FLOT
SGOV and BIL are two popular ETFs for U.S. Treasury Bills. Is there a clear choice for ? Let's compare them. Treasury bills, or T-bills for short, are just ultra-short-term bonds from the U.S. government. These short bonds with maturities of less than a year are called bills. T-bills are referenced as the "risk-free asset" because they are backed by the full faith and … [Read more...] about SGOV vs. BIL – Which ETF for U.S. T-Bills in 2023?
SGOV is a relatively new ETF from iShares for 0-3 month U.S. Treasury bonds, called T-bills. But is it a good investment for ? I review it here. SGOV ETF Review Video Prefer video? Watch it here: SGOV ETF Methodology, Dividend Yield, and Fees SGOV is the iShares 0-3 Month Treasury Bond ETF. It launched in mid-2020 and has since quickly amassed nearly … [Read more...] about SGOV ETF Review – Is SGOV a Good Investment for T-Bills in 2023?
PFIX is an ETF from Simplify to hedge against upward interest rate changes and volatility. It returned a whopping 92% in 2022. But is it a good investment for ? I review it here. PFIX ETF Review Video Prefer video? Watch it here: PFIX ETF - What It Is and How It Works PFIX from Simplify launched in mid-2021 and has quickly amassed over $330 million in … [Read more...] about PFIX ETF Review – Interest Rate Hedge ETF for Fed Rate Hikes in 2023?
GOVT is a total U.S. Treasury bond market ETF from iShares that covers the entire yield curve. But is it a good investment? I review it here. GOVT Methodology and Fees GOVT from iShares is the only ETF I know of for the total U.S. treasury bond market. It launched in late 2012 and has since amassed nearly $22 billion in assets. GOVT tracks a market-weighted … [Read more...] about GOVT ETF Review – iShares U.S. Treasury Bond ETF
JPST, NEAR, and MINT are three very popular and similar actively managed short maturity bond ETFs designed for current income. I compare them here. JPST vs. NEAR vs. MINT - Methodologies, Yields, and Fees JPST is the JPMorgan Ultra-Short Income ETF. It launched in 2017 and has since become the most popular actively managed ETF in the world with nearly $25 … [Read more...] about JPST vs. NEAR vs. MINT – Which Active Short Maturity Income ETF?
MINT is an actively managed ETF from PIMCO that holds short-term debt obligations to provide current income. But is it a good investment? I review it here. MINT Methodology and Fees MINT from PIMCO aims to generate current income greater than that of a money market fund, preservation of capital, and daily liquidity via ultra-short-term global bonds. We would … [Read more...] about MINT ETF Review – PIMCO Enhanced Short Maturity Active ETF
NEAR is an actively managed ETF from Blackrock that holds short-term debt instruments in order to generate income. But is it a good investment? I review it here. NEAR Methodology and Fees NEAR from Blackrock aims to limit the volatility of principal while generating income via ultra-short-term global bonds. We'd consider it to be riskier than a savings account … [Read more...] about NEAR ETF Review – BlackRock Short Maturity Bond ETF
JPST is an actively managed ETF from J.P. Morgan that holds ultra-short-term debt instruments for the purpose of providing income. I review it here. JPST Methodology, Yield, and Fees Think of JPST as being somewhat in between a money market fund, which is a cash equivalent, and a total bond market fund. This ETF from J.P. Morgan provides a higher yield than the … [Read more...] about JPST ETF Review – JPMorgan Ultra-Short Income ETF
If you've got a Fidelity investment account, you've probably encountered several options for your "core position" for cash: SPAXX, FDIC, FCASH, FDRXX, and/or FZFXX. Is there a best option? I compare them here. Update January 2023: When I originally wrote this post in mid-2022, all these choices were paying the same thing which was basically zero, so a comparison was pretty … [Read more...] about SPAXX vs. FZFXX, FDIC, FCASH, FDRXX – Fidelity Core Position
I bonds are low-risk, inflation-linked savings bonds from the U.S. government. Here we'll review why, when, where, and how to buy them. Update - January 2023: I bonds are now paying a composite rate of 6.89% for savings bonds issued between November 1, 2022 and April 30, 2023. I Bonds Video Prefer video? Watch it here: Introduction - Inflation and the … [Read more...] about I Bonds Explained (US Savings Bonds) – Ultimate Guide (2023)
T Bills are ultra-short-term treasury bonds backed by the full faith and credit of the U.S. government. Here we'll check out the best T Bill ETFs to buy treasury bills in . T Bill ETFs Video Prefer video? Watch it here: Introduction - Why T Bills ETFs? T Bills, short for treasury bills, are just ultra-short-term bonds from the U.S. government. These … [Read more...] about The 5 Best T Bill ETFs (Treasury Bills) To Park Cash in 2023
Inflation fears are always lingering. Here we'll look at what inflation is, why it occurs, how it's measured, and the best assets to hedge against it with their corresponding ETFs for . Video Prefer video? Watch it here: Introduction - What Is Inflation? Simply put, inflation refers to an aggregate increase in prices, commonly measured by the Consumer … [Read more...] about The 7 Best Inflation Hedge Assets and ETFs for 2023
Convertible bonds are a somewhat rare but interesting asset type. Here we'll explore what they are, how to buy them using the best convertible bond funds, and why you might (not) want them. Convertible Bond Funds Video Prefer video? Watch it here: What Are Convertible Bonds? As the name suggests, convertible bonds are corporate bonds issued by companies … [Read more...] about 3 Best Convertible Bond Funds & Why You Shouldn’t Buy Them (2023)
Interest and investment in ESG ETFs has soared over the past couple years. Here we'll explore the 6 best ESG ETFs for a more responsible investment portfolio in . Introduction - What Is ESG Investing? ESG investing refers to investing in companies that exhibit favorable characteristics related to Environmental, Social, and Governance issues. Interchangeable terms … [Read more...] about 6 Best ESG ETFs for Responsible Investing (2 From Vanguard)
Bond funds allow investors to get bond exposure without having to buy individual bonds. Here we'll look at the best bond funds to diversify your portfolio in . Introduction - Bonds Bonds are usually used as a diversifier, held alongside stocks to reduce portfolio volatility and risk. They can also provide steady, predictable income for retirees. I delved into … [Read more...] about The Best Bond Funds Out There – 13 ETFs (2023)
Preferred stock shares typically trade some capital appreciation for higher dividend yields. Here we'll look at the best preferred stock ETFs and why you might (not) want to use them. Video Prefer video? Watch it here: Introduction - Why Preferred Stock? Preferred stock shares - as opposed to common stock - have preferential claim to dividend … [Read more...] about 3 Best Preferred Stock ETFs & Why You Should Avoid Them (2023)
TIPS (Treasury Inflation-Protected Securities) are treasury bonds linked to inflation. Here we'll look at the best TIPS ETFs. Introduction - Why TIPS? TIPS stands for Treasury Inflation-Protected Securities. These are treasury bonds issued by the U.S. government that are indexed to inflation, protecting investors from a decline in purchasing power of the U.S. … [Read more...] about The 4 Best TIPS ETFs To Protect Against Inflation
Long term bonds offer greater risk and the potential for greater reward. Here we'll look at the best long term bond ETFs. Introduction - Why Long Term Bonds? Long term bonds are more risky than shorter-term bonds due to their higher exposure to inflation, credit, and interest rate risk. This increased risk is compensated, though, through higher returns and a … [Read more...] about The 5 Best Long Term Bond ETFs (3 From Vanguard)
Short term bonds are great for retirees and risk-averse investors. Here we'll look at the best short-term bond ETFs. Introduction - Why Short Term Bonds? Short term bonds are less risky than longer-term bonds due to their lower exposure to inflation, credit, and interest rate risk. Short term bonds are popular among retirees and investors with a low risk … [Read more...] about The 5 Best Short Term Bond ETFs (3 From Vanguard)