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Intermediate-Term Core-Plus Bond ETFs

Intermediate-term core-plus bond portfolios invest primarily in investment-grade U.S. fixed-income issues including government, corporate, and securitized debt, but generally have greater flexibility than core offerings to hold non-core sectors such as corporate high yield, bank loan, emerging-markets debt, and non-U.S. currency exposures. Their durations (a measure of interest-rate sensitivity) typically range between 75% and 125% of the three-year average of the effective duration of the Morningstar Core Bond Index.

Name
Ticker
Analyst Rating
Adjusted Expense Ratio %
Return Rank in Category 1Y %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Active or Passive
0.360%
Active
0.360%
26%
30%
11%
Active
0.180%
49%
Passive
0.400%
13%
54%
Active
1.560%
63%
Passive
0.490%
72%
Active
0.550%
67%
77%
63%
Active
0.410%
41%
58%
74%
Passive

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