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Beyond Munis — New ETFs for Tax-Efficient Bond Investing
Manage episode 512345662 series 2137790
How to decide when to invest in municipal bonds versus new tax-efficient bond ETFs that don't invest in munis.
We analyze several newer ETFs that earn bond-like returns while avoiding paying taxable income distributions.
Sponsors
Claude.ai - Sign up for Claude today and get 50% off Claude Pro
Delete Me – Use code David20 to get 20% off
Investments Mentioned
Vanguard Tax-Exempt Bond ETF (VTEB)
iShares 7-10 Year Treasury Bond ETF (IEF)
JPMorgan Ultra-Short Municipal Income ETF (JMST)
Alpha Architect 1-3 Month Box ETF (BOXX)
F/m Compoundr U.S. Aggregate Bond ETF (CPAG)
F/m Compoundr High Yield ETF (CPHY)
NEOS Enhanced Income Aggregate Bond ETF (BNDI)
NEOS Enhanced Income 1–3 Month T-Bill ETF (CSHI)
Show Notes
US municipal bond defaults and recoveries, 1970-2022 by Moody's Investor Service—Fidelity
Five Reasons Municipals Have Rarely Defaulted by Matthew Norton—Bernstein
Cboe:BOXX | Investment case—alpha architect
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
566 פרקים
Manage episode 512345662 series 2137790
How to decide when to invest in municipal bonds versus new tax-efficient bond ETFs that don't invest in munis.
We analyze several newer ETFs that earn bond-like returns while avoiding paying taxable income distributions.
Sponsors
Claude.ai - Sign up for Claude today and get 50% off Claude Pro
Delete Me – Use code David20 to get 20% off
Investments Mentioned
Vanguard Tax-Exempt Bond ETF (VTEB)
iShares 7-10 Year Treasury Bond ETF (IEF)
JPMorgan Ultra-Short Municipal Income ETF (JMST)
Alpha Architect 1-3 Month Box ETF (BOXX)
F/m Compoundr U.S. Aggregate Bond ETF (CPAG)
F/m Compoundr High Yield ETF (CPHY)
NEOS Enhanced Income Aggregate Bond ETF (BNDI)
NEOS Enhanced Income 1–3 Month T-Bill ETF (CSHI)
Show Notes
US municipal bond defaults and recoveries, 1970-2022 by Moody's Investor Service—Fidelity
Five Reasons Municipals Have Rarely Defaulted by Matthew Norton—Bernstein
Cboe:BOXX | Investment case—alpha architect
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
566 פרקים
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