Short Duration Wins, Convertibles Slide: The Weekly Recap for Taxable Fixed Income ETFs

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Weekly Channel Summary

The Fixed Income: Taxable channel oversees $2,259.8B in total assets across 693 ETFs managed by 144 issuers. Flow activity remained solidly positive, bringing in $13.24B over the past week. This adds to a broader trend of steady accumulation, with year-to-date inflows standing at $248.67B and 1-year trailing flows capturing $486.64B.

This Week’s Performance Leaders and Laggards

Government Ultrashort and Ultrashort ETFs led the channel this week, returning 0.05% and 0.02% respectively, while bringing their YTD performances to 1.49% and 1.72%. On the other end of the spectrum, Convertible ETFs were the primary laggard, dropping -2.12% for the week, although they remain the dominant category year-to-date with a robust 19.39% return.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Government Ultrashort 0.05% 0.31% 0.90% 1.77% 1.49% 3.91%
Ultrashort 0.02% 0.37% 1.15% 2.06% 1.72% 4.85%
Bank Loans -0.06% 0.19% 2.40% 1.32% 0.94% 4.24%
Emerging USD -0.19% 0.57% 0.83% 2.59% 2.01% 10.79%
Government Short -0.25% -0.11% -0.21% 0.56% 0.19% 3.16%
Short-Term -0.27% 0.01% 0.05% 1.06% 0.65% 4.31%
Emerging -0.32% 0.50% 0.75% 2.78% 1.77% 9.48%
International USD -0.34% 0.61% 0.08% 0.98% 0.89% 2.56%
High Yield -0.38% 0.13% 0.87% 1.86% 1.44% 6.58%
Securitized -0.41% -0.07% -0.39% 1.15% 0.69% 5.71%
Inflation Protected -0.42% -0.25% 0.30% 1.25% 1.36% 4.49%
Preferred Stock -0.43% -0.19% 0.32% 1.97% 1.43% 7.35%
Multisector Taxable -0.47% 0.01% -0.01% 1.08% 0.72% 5.37%
Core Enhanced -0.53% -0.15% -0.76% 0.46% 0.19% 4.89%
Core -0.56% -0.19% -0.95% 0.19% -0.04% 4.44%
Government Long -0.56% -0.23% -3.18% -1.64% -1.26% 2.67%
Corporate -0.59% 0.02% -0.46% 0.36% 0.23% 5.17%
Government Intermediate -0.59% -0.52% -1.57% -0.69% -0.94% 2.73%
Long-Term -0.69% 0.21% -1.25% -0.29% -0.08% 5.86%
International -1.28% -0.77% -0.56% 0.14% -0.45% 1.79%
Convertible -2.12% 1.50% 13.54% 18.25% 19.39% 37.13%

Top & Bottom 5 ETFs by Weekly Performance

Among individual funds, the Chesapeake Trend-Following Fixed Income ETF (TFFI) delivered the strongest weekly return at 1.23%. Conversely, the Digital Asset Debt Strategy ETF (DADS) and the Calamos Convertible Equity Alternative ETF (CVRT) experienced the sharpest declines, returning -4.23% and -2.98% respectively.

Ticker Fund Name WTD Performance
Top Performers
TFFI Chesapeake Trend-Following Fixed Income ETF 1.23%
MBSF Regan Floating Rate MBS ETF 0.39%
GAEM Simplify Gamma Emerging Market Bond ETF 0.27%
PCPI PIMCO Inflation PLUS Active ETF 0.22%
BCLO iShares BBB-B CLO Active ETF 0.17%
Bottom Performers
DADS Digital Asset Debt Strategy ETF -4.23%
CVRT Calamos Convertible Equity Alternative ETF -2.98%
FCVT First Trust SSI Strategic Convertible Securities ETF -2.88%
ICVT iShares Convertible Bond ETF -2.38%
PAB PGIM Active Aggregate Bond ETF -2.31%

Analyzing the Weekly Flows

The channel experienced robust net inflows of $13.24B over the past five days. Multi-Sector strategies captured the highest Segment flows, while Investment Grade credit and Intermediate duration categories significantly dominated their respective profiles. Long duration funds were the notable exception, recording large net outflows totaling -$2,509M for the week.

Flows by Segment

Segment Fund Count AUM 5 Day Flow 30 Day Flow 90 Day Flow YTD Flow 1 Year Flow
FI: Multi-Sector 293 $941.5B $5,016M $28,348M $54,152M $109,206M $227,558M
FI: Government 123 $706.0B $4,085M $16,527M $48,754M $95,124M $159,582M
FI: Corporate 155 $398.3B $2,929M $8,074M $13,331M $28,617M $63,189M
FI: Bank Loans 45 $66.2B $812M $2,872M $6,126M $8,870M $16,287M
FI: Securitized 42 $106.4B $264M $1,712M $3,162M $5,331M $16,516M
FI: Preferred Stock 27 $41.3B $106M $848M $856M $1,411M $3,379M
FI: Cat Bonds 1 $0.1B $0M -$1M $31M $43M $69M

Flows by Credit Type

Credit Type Fund Count AUM 5 Day Flow 30 Day Flow 90 Day Flow YTD Flow 1 Year Flow
Credit: Investment Grade 359 $1,809.6B $7,864M $41,987M $102,572M $201,582M $371,287M
Credit: Blend 178 $259.3B $3,781M $11,308M $18,483M $41,272M $88,538M
Credit: High Yield 147 $190.7B $1,564M $5,031M $5,279M $5,655M $26,553M
Specialty: Interest Rate Volatility 1 $0.1B $0M $34M $36M $36M $36M

Flows by Duration

Duration Fund Count AUM 5 Day Flow 30 Day Flow 90 Day Flow YTD Flow 1 Year Flow
Duration: Intermediate 403 $1,296.6B $8,985M $34,067M $60,516M $127,331M $278,649M
Duration: Ultrashort 139 $472.8B $4,545M $18,146M $48,925M $91,050M $140,923M
Duration: Short 85 $299.5B $2,188M $8,685M $19,619M $31,665M $58,777M
Duration: Long 58 $190.8B -$2,509M -$2,537M -$2,689M -$1,499M $8,065M

Top & Bottom 5 ETFs by 5-Day Flow

The iShares Global Government Bond USD Hedged Active ETF (GGOV) commanded the largest share of weekly inflows, securing an impressive $2,475M. Meanwhile, the iShares Core International Aggregate Bond ETF (IAGG) and the iShares 20+ Year Treasury Bond ETF (TLT) saw the steepest redemptions, shedding -$2,256M and -$2,036M respectively.

Ticker Fund Name 5-Day Flow
Inflows
GGOV iShares Global Government Bond USD Hedged Active ETF $2,475M
IUSB iShares Core Total USD Bond Market ETF $1,978M
SGOV iShares 0-3 Month Treasury Bond ETF $1,929M
GOVT iShares U.S. Treasury Bond ETF $906M
VCSH Vanguard Short-Term Corporate Bond ETF $902M
Outflows
IAGG iShares Core International Aggregate Bond ETF -$2,256M
TLT iShares 20+ Year Treasury Bond ETF -$2,036M
IEF iShares 7-10 Year Treasury Bond ETF -$915M
IQMM ProShares GENIUS Money Market ETF -$851M
SPIB State Street SPDR Portfolio Intermediate Term Corporate Bond ETF -$581M

Issuer League Table Update

iShares and Vanguard continue to dominate the issuer landscape, securing the top two spots with market shares of 36.44% and 26.41%, respectively. iShares led the pack in weekly capital gathering with $4,369M in net inflows, while ProShares experienced the largest net outflows, losing -$851M over the 5-day period.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 88 $823.45B 36.44%
Vanguard 30 $596.87B 26.41%
SPDR 37 $171.57B 7.59%
JPMorgan 19 $89.41B 3.96%
Schwab 12 $76.28B 3.38%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
iShares $4,369M
Vanguard $4,029M
SPDR $2,321M
Outflows
ProShares -$851M
BondBloxx -$93M
F/m -$83M

For a deeper dive into these trends, access our FREE, in-depth Taxable ETF reports in the right side panel of this page.

Disclosures

This material is for informational purposes only and should not be considered investment advice. All investments, including ETFs, involve risk, including the possible loss of principal. Investors should consider their investment objectives, risks, charges, and expenses carefully before investing.

This analysis was developed by the team at ETF Action. We leverage advanced AI tools to assist in the drafting and refinement of our content, based on our expert prompts, direction, and final review.