Beyond Munis — New ETFs for Tax-Efficient Bond Investing
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Beyond Munis — New ETFs for Tax-Efficient Bond Investing
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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.
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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
470 Plus: Annuities Correction, Europe versus U.S. Value Stocks, Analyzing BOXX, and Accredited Investor Rules—Money for the Rest of Us
Cboe:BOXX | Investment case—alpha architect
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