Ultrashort Bond ETFs
Ultrashort-bond portfolios invest primarily in investment-grade U.S. fixed-income issues and have durations typically of less than one year. This category can include corporate or government ultrashort bond portfolios, but it excludes international, convertible, multisector, and high-yield bond portfolios. Because of their focus on bonds with very short durations, these portfolios offer minimal interest-rate sensitivity and therefore low risk and total return potential. Morningstar calculates monthly breakpoints using the effective duration of the Morningstar Core Bond Index in determining duration assignment. Ultrashort is defined as 25% of the three-year average effective duration of the MCBI.
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Name
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Ticker
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Morningstar Category
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Fund Size
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Adjusted Expense Ratio
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Total Return Rank in Category
3 Year
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Total Return Rank in Category
5 Year
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Total Return Rank in Category
10 Year
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Management Style
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|---|---|---|---|---|---|---|---|---|
| BNY Mellon Ultra Short Income ETF | BKUI | Ultrashort Bond | 74.35 Mil | 0.120% | — | — | — | Active |
| Brookstone Ultra-Short Bond ETF | BAMU | Ultrashort Bond | 62.85 Mil | 1.090% | — | — | — | Active |
| Panagram AAA CLO ETF | CLOX | Ultrashort Bond | 57.44 Mil | 0.200% | — | — | — | Active |
| Calvert Ultra-Short Investment Grade ETF | CVSB | Ultrashort Bond | 55.36 Mil | 0.240% | — | — | — | Active |
| Arrow Reserve Capital Management ETF | ARCM | Ultrashort Bond | 46.02 Mil | 0.500% | 71 | 83 | — | Active |
| Eaton Vance Ultra-Short Income ETF | EVSB | Ultrashort Bond | 40.32 Mil | 0.170% | — | — | — | Active |
| Alternative AccessFirstPriorityCLO BdETF | AAA | Ultrashort Bond | 22.61 Mil | 0.250% | 4 | — | — | Active |
| American Century Multisector Flt Inc ETF | FUSI | Ultrashort Bond | 20.29 Mil | 0.280% | — | — | — | Active |
| Nuveen Ultra Short Income ETF | NUSB | Ultrashort Bond | 16.32 Mil | 0.170% | — | — | — | Active |
| iShares Interest Rt Hdg U.S. Aggt Bd ETF | AGRH | Ultrashort Bond | 5.19 Mil | 0.130% | — | — | — | Passive |
| Franklin Ultra Short Bond ETF | FLUD | Ultrashort Bond | 4.98 Mil | 0.150% | 44 | — | — | Active |
| Fidelity Sustainable Low Dur Bd ETF | FSLD | Ultrashort Bond | 3.75 Mil | 0.200% | — | — | — | Active |