Fidelity Total Bond ETF

FBND is an actively managed broad market bond fund that uses the Barclays US Universal Bond Index to guide its sector allocation and duration exposure.

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JPMorgan BetaBuilders Europe ETF

Invesco Senior Loan ETF

Capital Group Dividend Value ETF

Capital Group Growth ETF

Dimensional US Equity ETF

Blackrock US Equity Factor Rotation ETF

Fidelity Wise Origin Bitcoin Fund

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iShares Core S&P Mid-Cap ETF

iShares Core S&P 500 ETF

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iShares 0-3 Month Treasury Bond ETF

SPDR Portfolio S&P 500 ETF

Neos S&P 500 High Income ETF

 SPDR Blackstone Senior Loan ETF

iShares 20+ Year Treasury Bond ETF

Investors are closing the books on another eventful year — marked by record highs for the major stock market indices, record action in Treasury yields and record assets and flows into ETFs. 2024 was also marked by a much-debated pivot from the Federal Reserve, a dramatic Republican sweep in Washington, and plenty of geopolitical turmoil.

The ETF Flowdown: Wrapping Up 2024

Fidelity Total Bond ETF attracted more than $10 billion in net inflows this year. Since inception in 2014, FBND has outperformed the Bloomberg U.S. Aggregate Bond Index by 0.82% on an annualized basis. However, the ETF's tilt towards riskier assets makes it much more susceptible to cyclical shocks.

FBND: Strong Inflows, But Don't Ignore Risks

iShares Core U.S. Aggregate Bond ETF

Blackrock Flexible Income ETF

Capital Group Core Plus Income ETF

iShares Core Total USD Bond Market ETF

JPMorgan Core Plus Bond ETF

PIMCO Multi Sector Bond Active ETF

Advisors and investors have long turned to active management for fixed income exposure. They are increasingly favoring ETFs to access the markets.

Active Fixed Income ETF Demand Looks Strong for '25

Invesco QQQ

SPDR S&P 500 ETF Trust

Vanguard S&P 500 ETF

Financial Select Sector SPDR Fund

Direxion Daily FTSE China Bear 3X Shares

The nine most-popular ETFs in November by net flows provide a range of exposures as investors look to opportunities in various segments of the market.

Top 9 ETFs by November Flows

FBND has provided superior risk-adjusted returns through dynamic allocation between investment-grade and junk bonds. Despite active management, the fund maintains a conservative risk profile with 36.12% in U.S. government bonds and only 10.10% in junk bonds. The ETF has consistently outperformed the Vanguard Total Bond Market ETF (BND) in both price performance and total returns, showcasing effective active management.

FBND: An Outperforming Bond Fund

Fidelity High Dividend ETF

Fidelity Enhanced Large Cap Growth ETF

Fidelity MSCI Health Care ETF

Fidelity MSCI Information Technology Index ETF

In mid-November, Fidelity Investments joined the select ‘$100 billion in ETF assets' club. While the firm still has a sizable presence in the mutual fund world, Fidelity's ETFs have been gaining traction in 2024.

Fidelity Crosses $100 Billion ETF Milestone

Fidelity Total Bond ETF (FBND) offers exposure to more conservative fixed-income instruments, with a meaningful weight in U.S. Treasuries. FBND is primarily an intermediate-term fixed-income fund with a duration of 6 years, which should benefit from a lower rate environment. We compare several funds to FBND today and try to lay out the case for each under different situations going forward.

FBND: Actively Managed Intermediate Bond Fund Delivers Results

Fidelity Corporate Bond ETF

Fidelity Investment Grade Bond ETF

Fidelity Limited Term Bond ETF

Fidelity Tactical Bond ETF

The second half of 2024 appears increasingly favorable for actively managed bond ETFs. Michael Plage, CFA, portfolio manager at Fidelity Investments, talked active fixed income investing in the Third Quarter Fixed Income Symposium hosted on the VettaFi platform.

Why Now May Be an Exciting Time for Active Bond ETFs

Capital Group Municipal Income ETF

Dimensional National Municipal Bond ETF

Goldman Sachs Community Municipal Bond ETF

Goldman Sachs Ultra Short Municipal Income ETF

JPMorgan Ultra-Short Municipal Income ETF

iShares National Muni Bond ETF

PIMCO Intermediate Municipal Bond Active ETF

AB Tax Aware Short Duration Municipal ETF

T Rowe Price Total Return ETF

Vanguard Tax-Exempt Bond Index ETF

Actively managed ETFs continued to gain traction in July with $24 billion of net inflows. This represented 19% of the industry's net inflows, which remains impressive given the 7% share of the assets.

Growing Supply of Active Municipal Bond ETFs

JPMorgan Ultra-Short Income ETF

PIMCO Enhanced Low Duration Active ETF

Actively managed ETFs continue to remain popular. In the first seven months of 2024, these funds gathered 25% of the industry's net inflows.

Siblings of Popular Active Bond ETFs

PIMCO Active Bond ETF

USAA Core Intermediate-Term Bond ETF

Now may be the ideal time to prepare client portfolios for rate cuts. The Federal Reserve has confirmed it is closer to its first rate cut.

Prepare for Fed Rate Cuts With Active Bond ETFs

Cullen Enhanced Equity Income ETF

Quadratic Interest Rate Volatility and Inflation ETF

Thought leaders and portfolio managers across the industry weighed in on the direction of fixed income investments during the Q3 Fixed Income Symposium hosted by VettaFi.

Highlights From the Q3 Fixed Income Symposium

JPMorgan Nasdaq Equity Premium Income ETF

On this week's episode of ETF Prime, host Nate Geraci unpacks the rise of active ETFs in 2024 with VettaFi Investment Strategist Cinthia Murphy. Later, Geraci welcomes Kaitlin Hendrix, asset allocation research director at Dimensional Fund Advisors, to discuss the firm's new unified managed account (UMA) platform.

ETF Prime: Murphy on the Rise of Active ETFs in 2024

iShares Trust iShares 1-5 Year Investment Grade Corporate Bond ETF

American Century U.S. Quality Growth ETF

Invesco S&P 500 Quality ETF

SPDR Portfolio S&P 500 Growth ETF

Vanguard Short-Term Corporate Bond ETF

VettaFi hosted and moderated 79 webcasts and livecasts in the first half of 2024. Approximately 18,000 advisors joined us to learn from ETF and mutual fund industry experts on a range of equity, fixed income, commodities, and alternatives topics.

What Advisors Told VettaFi in First Half

Vanguard Total Bond Market ETF

Alpha Architect 1-3 Month Box ETF

iShares S&P 500 Growth ETF

VanEck Vectors Semiconductor ETF

iShares PHLX Semiconductor ETF

Global X Uranium ETF

iShares Broad USD High Yield Corporate Bond ETF

Vanguard Growth ETF

Utilities Select Sector SPDR Fund

Markets steadily march on to record highs, as Q2 2024 wraps up. Many patterns that emerged earlier in the year once again prevailed through the fog of geopolitical and rate uncertainty.

The ETF Flowdown: Q2 2024

Fidelity Total Bond ETF offers investors exposure to a wide range of bonds, including high-yield, investment grade, and emerging market bonds. The ETF has a generous yield of 5.13% and has a 4-star rating from Morningstar for its performance. Signs of weakness in the US economy suggest rate cuts are coming, which could lead to a major rally in bonds and potential capital gains for investors in this ETF.

FBND: Investors Should Be Accumulating This 5%-Yielding Bond Fund Before Rate Cuts

SPDR Bloomberg 1-3 Month T-Bill ETF

Overall, ETFs pulled in $24.5 million in capital last week, taking year-to-date inflows to $196.4 billion.

5 Hot ETFs of a Tumultuous Week

Grayscale Bitcoin Trust

iShares iBoxx $ Investment Grade Corporate Bond ETF

Energy Select Sector SPDR Fund

During LSEG Lipper's fund flows week that ended April 10, 2024, investors were overall net redeemers of fund assets (including both conventional funds and ETFs) for the third week in four, removing a net $29.7 billion.

U.S. Weekly FundFlows Insight Report: Short/Intermediate Investment-Grade ETFs Set Record Weekly Inflows, Attracting $3.5 Billion

The Fidelity Total Bond ETF has delivered solid outperformance since on an inception-to-date basis. FBND has a reasonable expense ratio of 0.36%, which is roughly in line with other products in the same investment category. The fund has exhibited strong historical risk-adjusted performance relative to its benchmark.

FBND: Historical Outperformance Set To Continue

What was one of the most notable narratives in investing in 2023? Big crises?

The Rise of Active Bond ETFs

2023 saw active ETFs add to their AUM in a major way. Managers looked to take advantage of ETFs' tax efficiency as well as active funds' ability to ride volatility in a complicated year.

Fidelity Investments Climbs the Active ETF Ranks

Money market funds have garnered more than $1 trillion in flows this year as investors have flocked to safety and appealing yields. While some degree of cash allocation is appropriate, investors may have gone too far.

The Risk in Overweighting Money Market Funds

Fidelity Total Bond ETF is a potential investment option as the Federal Reserve's rate hike cycle nears its end. FBND is an actively managed ETF that primarily invests in investment-grade debt securities, with a diverse portfolio across various sectors. FBND offers a high level of current income and its active management strategy may provide additional investment opportunities.

FBND: A Good Core Potential Bond Allocation

Fidelity Low Duration Bond Factor ETF

If the Federal Reserve isn't done raising interest rates, many advisors believe they're at least close to being done. And according to Brian Donnelly, fixed income strategist at Fidelity Investments, that's good news for bond funds.

The Ending(?) Rate Hike Cycle Is Good News for Bond Funds

iShares iBoxx High Yield Corporate Bond ETF

Xtrackers USD High Yield Corporate Bond ETF

SPDR Bloomberg High Yield Bond ETF

iShares Short Treasury Bond ETF

BondBloxx CCC-Rated USD High Yield Corporate Bond ETF

We are focusing a lot of attention on fixed income at VettaFi in October. This week, we are hosting webcasts with AllianceBernstein and State Street Global Advisors.

Is Fixed Income ETF Sentiment Shifting?

News for Fidelity Total Bond ETF ETF (FBND)