Morningstar - Summer 2019 - 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 Broad USD Invm Grd Corp Bd USIG

Corporate Bond

*

Low

QQQ

4.87

3.34

3.44

2.78

iShares iBoxx $ Invmt Grade Corp Bd LQD

Corporate Bond

´

Low

QQQ

5.30

3.55

3.81

33.33

iShares Intermediate-Term Corp Bd IGIB

Corporate Bond

*

Low

QQ

6.37

3.02

2.93

5.61

iShares Long-Term Corporate Bond IGLB

Corporate Bond

*

Low

QQQQ

4.18

4.92

5.05

0.74

SPDR® Portfolio Interm Term Corp Bd SPIB

Corporate Bond

*

Low

QQ

5.03

2.83

2.92

4.30

Vanguard Interm-Term Corp Bd VCIT

Corporate Bond

*

Low

QQQQ

6.18

3.40

3.89

24.39

Vanguard Long-Term Corporate Bd VCLT

Corporate Bond

*

Low

QQQQQ

4.82

5.26

5.41

4.08

iShares JP Morgan USD Em Mkts Bd EMB

Emerging Markets Bond

´

Low

QQQ

3.48

5.04

4.73

17.18

FlexShares iBoxx 3Yr Target Dur TIPS TDTT

Inflation-Protected Bond

´

Low

QQ

2.21

1.22

0.75

1.27

iShares TIPS Bond TIP

Inflation-Protected Bond

*

Low

QQQ

2.56

1.57

1.81

21.73

PIMCO 1-5 Year US TIPS STPZ

Inflation-Protected Bond

*

Low

QQ

1.88

1.11

0.71

0.80

Schwab US TIPS ™ SCHP

Inflation-Protected Bond

Œ

Low

QQQQ

2.63

1.63

1.87

6.01

SPDR® Blmbg Barclays TIPS IPE

Inflation-Protected Bond

*

Low

QQQ

2.57

1.60

1.90

1.60

Vanguard Short-Term Infl-Prot Secs VTIP

Inflation-Protected Bond

Œ

Low

QQ

2.03

1.31

0.84

28.53

iShares 3-7 Year Treasury Bond IEI

Intermediate Government

´

Low

QQQ

4.19

0.88

1.93

7.26

iShares MBS MBB

Intermediate Government

*

Low

QQQQ

4.39

1.58

2.48

15.78

iShares US Treasury Bond GOVT

Intermediate Government

´

Low

QQQ

4.09

0.91

2.05

8.61

Vanguard Intmdt-Term Trs VGIT

Intermediate Government

*

Low

QQQ

4.64

0.93

2.15

6.00

Vanguard Mortgage-Backed Secs VMBS

Intermediate Government

*

Low

QQQQQ

4.22

1.66

2.47

9.37

iShares Core Total USD Bond Market IUSB

Intermediate-Term Bond

*

Low

QQQ

4.52

2.54

-

3.32

iShares Core US Aggregate Bond AGG

Intermediate-Term Bond

*

Low

QQQ

4.46

1.98

2.70

59.08

iShares Intermediate Govt/Crdt Bd GVI

Intermediate-Term Bond

´

Low

QQ

4.07

1.48

1.93

2.12

PIMCO Active Bond BOND

Intermediate-Term Bond

*

Above Avg

QQQQQ

4.85

3.11

3.34

2.16

Schwab US Aggregate Bond ™ SCHZ

Intermediate-Term Bond

*

Low

QQQ

4.41

1.92

2.67

5.89

SPDR® Portfolio Aggregate Bond SPAB

Intermediate-Term Bond

*

Low

QQ

4.42

1.94

2.67

3.71

Vanguard Interm-Term Bond BIV

Intermediate-Term Bond

*

Low

QQQ

5.73

2.07

3.19

31.16

Vanguard Total Bond Market BND

Intermediate-Term Bond

*

Low

QQQ

4.55

2.00

2.68

215.93

WisdomTree Yield Enhanced US Aggt Bd AGGY

Intermediate-Term Bond

´

Low

QQQ

4.56

2.63

-

0.55

iShares 10-20 Year Treasury Bond TLH

Long Government

´

Low

QQQ

6.31

1.03

3.83

0.97

iShares 20+ Year Treasury Bond TLT

Long Government

´

Low

QQQ

6.09

1.41

5.65

9.99

iShares 7-10 Year Treasury Bond IEF

Long Government

´

Low

QQ

5.71

0.83

2.95

12.51

Vanguard Long-Term Bond BLV

Long-Term Bond

*

Low

QQ

5.61

3.76

5.37

11.26

iShares National Muni Bond MUB

Muni National Interm

*

Low

QQQ

4.96

2.25

3.27

12.09

Vanguard Tax-Exempt Bond VTEB

Muni National Interm

*

Low

QQQ

5.07

2.50

-

4.78

Invesco National AMT-Free Muni Bd PZA

Muni National Long

´

Low

QQQQ

5.19

3.17

4.82

1.62

SPDR® Nuveen Blmbg Barclays Muni Bd TFI

Muni National Long

´

Low

QQ

5.17

2.28

3.56

2.84

global.morningstar.com/Morningstarmagazine

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Morningstar - Summer 2019

Table of Contents for the Digital Edition of Morningstar - Summer 2019

Contents
Morningstar - Summer 2019 - Cover1
Morningstar - Summer 2019 - Cover2
Morningstar - Summer 2019 - 1
Morningstar - Summer 2019 - 2
Morningstar - Summer 2019 - Contents
Morningstar - Summer 2019 - 4
Morningstar - Summer 2019 - 5
Morningstar - Summer 2019 - 6
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Morningstar - Summer 2019 - 101
Morningstar - Summer 2019 - 102
Morningstar - Summer 2019 - 103
Morningstar - Summer 2019 - 104
Morningstar - Summer 2019 - Cover3
Morningstar - Summer 2019 - Cover4
Morningstar - Summer 2019 - Cover1I
Morningstar - Summer 2019 - Cover2I
Morningstar - Summer 2019 - I3
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Morningstar - Summer 2019 - I20
Morningstar - Summer 2019 - I21
Morningstar - Summer 2019 - I22
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Morningstar - Summer 2019 - I24
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Morningstar - Summer 2019 - I31
Morningstar - Summer 2019 - Cover4I
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