Past performance does not guarantee future results. Short term performance, in particular, is not a good indication of the fund’s future performance, and an investment should not be made solely on returns. To view the standardized performance of each ETF, please click on their corresponding link shown below.
Investors should carefully consider the investment objectives and risks as well as charges and expenses of the ETF before investing. The summary and full prospectuses contain this and other information about the ETF. Read the prospectus carefully before investing. Links to each ETFs corresponding documents are listed below.
Liquidity: Because these Funds are ETFs, only a limited number of institutional investors (known as “Authorized Participants”) are authorized to purchase and redeem shares directly from the Fund. In addition, there may be a limited number of market makers and/or liquidity providers in the marketplace. To the extent either of the following events occur, shares of the Fund may trade at a material discount to their net asset value (“NAV”) per share and possibly face delisting: (i) Authorized Participants exit the business or otherwise become unable to process creation and/or redemption orders and no other Authorized Participants step forward to perform these services, or (ii) market makers and/or liquidity providers exit the business or significantly reduce their business activities and no other entities step forward to perform their functions.
Guarantees or Insurance: An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency.
The ETFs shown are not meant to be a representative sample of all core fixed income ETFs. All funds shown are managed differently and do not react the same to economic or market events. The investment objectives, strategies, policies or restrictions of other funds may differ, and more information can be found in their respective prospectuses. Therefore, we generally do not believe it is possible to make direct fund comparisons in an effort to highlight the benefits of a fund versus another.
PIMCO Active Bond Exchange-Traded Fund (BOND):
Investment Objective: The Fund seeks current income and long-term capital appreciation, consistent with prudent investment management. Click here for standardized performance, ETF fees, and prospectus.
Expense Ratio: 0.56%
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY):
Investment Objective: The WisdomTree Yield Enhanced U.S. Aggregate Bond Fund seeks to track the price and yield performance, before fees and expenses, of the Bloomberg U.S. Aggregate Enhanced Yield Index. Click here for standardized performance, ETF fees, and prospectus.
Expense Ratio: 0.12%
iShares Core U.S. Aggregate Bond ETF (AGG):
Investment Objective: The iShares Core U.S. Aggregate Bond ETF seeks to track the investment results of an index composed of the total U.S. investment-grade bond market. Click here for standardized performance, ETF fees, and prospectus.
Expense Ratio: 0.04%
Vanguard Total Bond Market ETF (BND):
Investment Objective: The Fund seeks to provide broad exposure to the taxable investment-grade U.S. dollar-denominated bond market, excluding inflation-protected and tax-exempt bonds. Click here for standardized performance, ETF fees, and prospectus.
Expense Ratio: 0.03%