Morningstar Magazine - June/July 2018 - I29

Medalist Exchange-Traded Funds

Fixed Income

Annualized Total Return %

Name

Morningstar Category

Morningstar
Analyst Rating

Morningstar
Fee Level

Morningstar
Rating

1Yr

3Yr

5Yr

Assets
$Bil

iShares 10+ Year Credit Bond CLY

Corporate Bond

´

Low

QQQQ

6.04

3.08

4.34

0.68

iShares iBoxx $ Invmt Grade Corp Bd LQD

Corporate Bond

´

Low

QQQ

2.72

2.06

3.02

32.62

iShares Intermediate Credit Bond CIU

Corporate Bond

´

Low

QQ

0.92

1.44

1.83

7.07

iShares US Credit Bond CRED

Corporate Bond

´

Low

QQQ

2.36

1.96

2.62

1.50

SPDR® Portfolio Interm Term Corp Bd SPIB

Corporate Bond

*

Low

QQ

1.07

1.75

2.11

3.28

Vanguard Interm-Term Corp Bd VCIT

Corporate Bond

*

Low

QQQ

1.38

2.12

2.79

20.39

Vanguard Long-Term Corporate Bd VCLT

Corporate Bond

*

Low

QQQQ

5.75

3.22

4.79

2.90

iShares JP Morgan USD Em Mkts Bd EMB

Emerging Markets Bond

´

Low

QQQ

3.65

5.03

3.82

11.92

FlexShares iBoxx 3Yr Target Dur TIPS TDTT

Inflation-Protected Bond

´

Low

QQQQ

-0.21

0.94

-0.15

2.12

iShares TIPS Bond TIP

Inflation-Protected Bond

*

Low

QQQQ

0.81

1.16

-0.06

24.68

PIMCO 1-5 Year US TIPS STPZ

Inflation-Protected Bond

´

Low

QQQQ

-0.08

0.92

-0.14

0.94

Schwab US TIPS™ SCHP

Inflation-Protected Bond

*

Low

QQQQ

0.88

1.23

-0.01

3.25

SPDR® Blmbg Barclays TIPS IPE

Inflation-Protected Bond

*

Low

QQQQ

0.90

1.15

-0.07

1.21

Vanguard Short-Term Infl-Prot Secs VTIP

Inflation-Protected Bond

Œ

Low

QQQQ

0.29

1.07

0.05

24.27

iShares 3-7 Year Treasury Bond IEI

Intermediate Government

´

Low

QQQ

-0.42

0.44

0.80

7.26

iShares MBS MBB

Intermediate Government

*

Low

QQQQ

0.60

0.83

1.52

12.26

iShares US Treasury Bond GOVT

Intermediate Government

´

Low

QQQ

0.28

0.34

0.97

5.51

Vanguard Intmdt-Term Trs VGIT

Intermediate Government

*

Low

QQQ

-0.39

0.41

0.85

2.98

Vanguard Mortgage-Backed Secs VMBS

Intermediate Government

*

Low

QQQQQ

0.62

0.98

1.67

5.79

iShares Core Total USD Bond Market IUSB

Intermediate-Term Bond

*

Low

QQQQ

1.40

1.65

-

2.10

iShares Core US Aggregate Bond AGG

Intermediate-Term Bond

*

Low

QQQ

1.16

1.12

1.77

54.78

iShares Intermediate Govt/Crdt Bd GVI

Intermediate-Term Bond

´

Low

QQ

0.17

0.75

1.06

1.89

Schwab US Aggregate Bond™ SCHZ

Intermediate-Term Bond

*

Low

QQQ

1.11

1.10

1.75

5.08

SPDR® Portfolio Aggregate Bond SPAB

Intermediate-Term Bond

*

Low

QQQ

1.13

1.12

1.76

2.39

Vanguard Interm-Term Bond BIV

Intermediate-Term Bond

*

Low

QQQQ

0.50

1.14

1.76

34.40

Vanguard Total Bond Market BND

Intermediate-Term Bond

*

Low

QQQ

1.12

1.10

1.73

197.79

WisdomTree Barclays YldEnh US AggtBd AGGY

Intermediate-Term Bond

´

Low

-

1.88

-

-

0.38

iShares 10-20 Year Treasury Bond TLH

Long Government

´

Low

QQQ

0.28

0.35

1.84

0.54

iShares 20+ Year Treasury Bond TLT

Long Government

´

Low

QQQQ

3.77

0.23

3.45

7.12

iShares 7-10 Year Treasury Bond IEF

Long Government

´

Low

QQ

-0.44

0.19

1.07

8.45

Vanguard Long-Term Bond BLV

Long-Term Bond

*

Low

QQQ

4.80

2.02

3.98

10.42

iShares National Muni Bond MUB

Muni National Interm

´

Low

QQQ

2.12

1.82

2.23

9.18

Vanguard Tax-Exempt Bond VTEB

Muni National Interm

*

Low

-

2.40

-

-

2.82

PowerShares National AMT-Free MuniBd PZA

Muni National Long

´

Low

QQQQ

3.62

2.94

3.42

1.62

SPDR® Nuveen Blmbg Barclays Muni Bd TFI

Muni National Long

´

Low

QQ

2.37

2.02

2.46

2.58

iShares Short-Term National Muni Bd SUB

Muni National Short

´

Low

QQ

0.15

0.47

0.50

1.53

*Funds closed to new investors may still be accepting money from existing fundholders.

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29


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Table of Contents for the Digital Edition of Morningstar Magazine - June/July 2018

Contents
Morningstar Magazine - June/July 2018 - Cover1
Morningstar Magazine - June/July 2018 - Cover2
Morningstar Magazine - June/July 2018 - 1
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Morningstar Magazine - June/July 2018 - Contents
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