Janus Henderson AAA CLO ETF

JAAA seeks to provide current income by actively selecting investment-grade floating rate collateralized loan obligations (CLO) securities of various maturities from issuers around the globe.

Eagle Point Credit

Eagle Point Income Company Inc

Janus Detroit Street Trust-Janus Henderson B-BBB CLO ETF

Oxford Lane Capital

XAI Octagon Floating Rate & Alternative Income Term Trust

The Fed's revised guidance for only two rate cuts in 2025 caused market panic, despite a current rate cut to 4.25-4.5%. Floating rate instruments like CLOs remain attractive due to their high-yield and low volatility, especially with rates staying above 4%. I identify one ETF and two CEFs for investors looking to take advantage of this panic and new course for the Fed.

Three Buys In This Fed-Fueled Sell Off

Simplify Stable Income ETF

Neos Enhanced Income Cash Alternative Etf

As clients inquire about next year's income, I recommend three favorite income funds to include in their portfolios. These funds are designed to generate reliable income and are primarily non-equity based, offering diversification. The funds have been selected based on their performance, stability, and potential to provide consistent returns.

I'm Seeking Up To 8% Yields For My Cash, Here Are My 3 Favorite ETFs

VanEck Fallen Angel High Yield Bond ETF

Alpha Architect 1-3 Month Box ETF

Angel Oak Income ETF

Panagram Bbb-B Clo Etf

iShares Fallen Angels USD Bond ETF

iShares Investment Grade Bond Factor ETF

WisdomTree Bloomberg Floating Rate Treasury Fund

The largest bond ETFs are almost exclusively index funds focusing on the broader bond market, or on specific bond sub-asset classes. These ETFs are reasonable investments, but investors can do much better than reasonable. Lots of ETFs offer higher yields, returns, and risk-adjusted returns than these larger ETFs, with extra advantages to boot.

The Largest Bond ETFs Are Good, But These ETFs Are Better

iShares Edge MSCI Min Vol Global ETF

SPDR Bloomberg 1-3 Month T-Bill ETF

Vaneck CLO ETF

iShares 7-10 Year Treasury Bond ETF

JPMorgan Equity Premium Income ETF

JPMorgan Nasdaq Equity Premium Income ETF

iShares 0-3 Month Treasury Bond ETF

US Treasury 3 Month Bill Etf

iShares 20+ Year Treasury Bond ETF

iShares Edge MSCI Min Vol USA ETF

This article covers a five-ETF portfolio built to replace and beat out a traditional 60/40. This portfolio could be built by a DIY investor with ease. It would be simple to monitor and rebalance. The goal is to create a >4% yield while providing as much or more safety than a traditional 60/40.

5 ETFs To Retire With In 2025

Innovator Equity Defined Protection ETF - 2 Yr to October 2026

Innovator Equity Defined Protection ETF - 6 Mo Apr/Oct

BlackRock Ultra Short-Term Bond ETF

JPMorgan Ultra-Short Income ETF

PIMCO Enhanced Short Maturity Active ETF

Innovator Equity Defined Protection ETF - 1 Yr October

Annuities offer guaranteed protection and income, but ETFs can mimic these benefits with more liquidity and fewer fees, though no investment is risk-free. Innovator's ETFs provide 100% downside protection for equity index exposure, limiting potential upside but ensuring no losses, ideal for risk-averse investors. The portfolio combines 60% defined equity exposure and 40% short-term fixed income to minimize risk and maintain stability, outperforming traditional 60/40 portfolios in downturns.

Meet A Retirement Portfolio That Works Like An Annuity

ARK Innovation ETF

Peabody Energy

Pacer US Small Cap Cash Cows 100 ETF

Dillard's

AB Disruptors ETF

NVIDIA

VictoryShares Small Cap Free Cash Flow ETF

SPDR Portfolio S&P 500 ETF

SPDR S&P 500 ETF Trust

Scorpio Tankers

Tesla

The ETF boom means there's now roughly 4,000 funds to choose from. How do you know if you own the best ones?

Invest In These ETFs — Not Those

Vaneck AA-BB Clo ETF

Two years ago, the Federal Reserve's rate-hiking campaign ushered in a wave of interest in CLOs. Sticky inflation and higher-for-longer rates drove investors to seek refuge in high-quality, floating-rate instruments like CLO AAA bonds.

CLO ETFs: Resilient in the Face of Lower Rates?

Janus Henderson AAA CLO ETF offers a yield of 6.5% by investing in AAA-rated CLOs. CLOs have a stigma due to their association with subprime CDOs, but AAA-rated CLOs like JAAA have proven remarkably resilient, even during the 2008 crisis and COVID crash. The Fund's superior yield and low correlation to the bond market make it a valuable tool for income-focused investors seeking higher returns than money market funds.

High Yield, Low Risk - How JAAA Yields 6.5% With AAA-Rated Paper

2024 has seen a record-breaking launch of over 300 actively managed ETFs, spurred by the SEC's 2019 Rule 6c-11. Janus Henderson AAA CLO ETF, a top-performing AAA-rated collateralized loan obligation ETF, offers a 6.4% yield, strong capital preservation, and is recommended for income portfolios. The JAAA ETF's high credit quality, attractive floating-rate yields, and low correlation make it a key component for fixed income diversification.

JAAA: Biggest And Best AAA CLO ETF Despite Many New Active Ones Recently Issued

Vanguard Total Bond Market ETF

iShares iBoxx $ Investment Grade Corporate Bond ETF

iShares Broad USD High Yield Corporate Bond ETF

Federal Reserve cuts will lead to lower dividend yields on ultra short-term and variable rate investments. Most of these trade with healthy spreads to comparable fixed-rate bonds. Breakevens vary though, with some variable rate investments likely to offer above-average yields for years to come, others not so much.

Breakeven Federal Reserve Cuts For Short-Term And Variable Rate ETFs

Ishares Ethereum Trust

Fidelity Blue Chip Growth ETF

NEOS ETF Trust - NEOS Russell 2000 High Income ETF

Palmer Square CLO Senior Debt ETF

Palmer Square Credit Opportunities ETF

On this week's episode of ETF Prime, host Nate Geraci sat down with VettaFi's Head of Research Todd Rosenbluth to discuss Bitwise's XRP filing, semitransparent active ETFs, and CLOs. Later, Geraci welcomed Palmer Square founder Chris Long to discuss the $32 billion firm's ETF entrance.

ETF Prime: Rosenbluth on Semitransparent Active ETFs & More

Blackrock AAA CLO ETF

Invesco AAA CLO Floating Rate Note ETF

Several firms are planning to launch collateralized loan obligation (CLO) ETFs, enhancing options for investors. CLOs have provided attractive risk-adjusted returns over the past decade, especially when compared to other fixed income investments.

CLO ETFs in Focus: Virtus, Blondbloxx, Nuveen Plot Entrance

iShares Core U.S. Aggregate Bond ETF

ARK 21Shares Bitcoin ETF

Avantis U.S. Small Cap Value ETF

Blackrock Flexible Income ETF

Bitwise Bitcoin ETP Trust

Capital Group Dividend Value ETF

Blackrock US Equity Factor Rotation ETF

Fidelity Wise Origin Bitcoin Fund

iShares Bitcoin Trust

iShares Core S&P 500 ETF

Vanguard S&P 500 ETF

Vanguard Total Stock Market ETF

Approximately 150 U.S.-listed ETFs gathered more than $1 billion in the first eight months of 2024. As I looked through the leaderboard, a few key themes jumped out.

Active, Crypto & Core ETFs, Oh My

CLOs have several tranches. Equity tranches are the riskiest ones, but also have the highest yields, and strongest potential returns. Debt tranches are safer and lower-yielding, some significantly so, some moderately so.

CLO Debt ETFs Or CLO Equity CEFs: Which Are Best For Income Investors And Retirees

Capital Group Core Plus Income ETF

Capital Group Municipal Income ETF

Dimensional National Municipal Bond ETF

Fidelity Total 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

Equities are down, due to bearish sentiment, mediocre economic news, and the unwinding of the Japanese carry trade. High-yield bonds and senior loans are seeing some pain too, albeit much reduced. CLO ETFs keep chugging along, without significant losses or underperformance.

CLOs In The Current Market Selloff

Avantis International Small Cap Value ETF

Pacer US Cash Cows 100 ETF

Global X MLP & Energy Infrastructure ETF

Cohen & Steers Quality Income Realty Fund

Vanguard Small Cap Value ETF

Vanguard Real Estate ETF

Vanguard Value ETF

Vanguard Total International Stock ETF

Vanguard International High Dividend Yield ETF

Energy Select Sector SPDR Fund

Undervalued industries, regions, and equity market segments offer investors the potential for strong, market-beating returns. There are ETFs tracking most of these. An overview of the cheapest sectors, and ETFs tracking these, follows.

Most Undervalued Asset Classes, Equity Industries, Segments, And Regions - 2H2024

AXS First Priority CLO Bond ETF

CLO ETF performance has been outstanding these past few years. Most have seen below-average drawdowns, significant dividend growth, and massive outperformance with above-average yields. Yields range from 6.4% to 8.9%, and that is without leverage or excessive credit risk.

Is CLO Outperformance Set To Continue?

Eagle Point Credit Company Inc - 6.6875% NT REDEEM 30/04/2028 USD 25

Oxford Square Capital

CLOs remain very popular investment vehicles and have seen sizable inflows recently, judging by the AUM of open-end funds. We highlight some of the dynamics and key themes in the CLO market that can help investors guide their allocations. Current CLO market themes include a lack of new loans, drop in credit spreads, strong demand for CLO exposure, and improvement in CLO portfolio quality.

Picks And Themes In The CLO Sector

The Janus Henderson AAA CLO ETF is a low-duration asset with the necessary attributes to protect against rising market volatility. JAAA ETF invests in investment-grade collateralized loan obligations, providing sustainable dividends and low concentration risk. Although its 6%+ dividend yield might recede in a lower interest rate environment, I anticipate it will sustain a decent "throughout the cycle" yield.

JAAA: A Defensive Play To Consider Amid Rising Market Volatility

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

John Hancock Financial Opportunities Fund

The financial sector is still out of favor due to rate shock, income is pouring into the willings' coffers. You can invest in banks, bank-like institutions, or both. Don't neglect this sector. Lower risk, higher yields, a retiree's dream.

3 Bank Funds To Buy For Your Retirement Income

Invesco Senior Loan ETF

iShares S&P 500 Growth ETF

Invesco QQQ

VanEck Vectors Semiconductor ETF

iShares PHLX Semiconductor ETF

 SPDR Blackstone Senior Loan ETF

Global X Uranium 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

Janus Henderson AAA CLO ETF has seen a significant increase in AUM to $10.25B since the beginning of 2022. JAAA's holdings consist of 369 AAA CLO tranches with a weighted average maturity of 3.99 years and an effective duration of 0.21 years. CLOs offer unique characteristics such as floating rate coupon payments, making JAAA a desirable low-duration product in the current rate environment.

JAAA: High Yield, Low Duration Make It An Attractive Option

T.Rowe Price Small-Mid Cap ETF

T Rowe Price International Equity ETF

Investors poured $20 billion into actively managed ETFs in May, representing 21% of the industry's cash haul. This continues a yearlong trend.

Active ETFs Still Popular In May

News for Janus Henderson AAA CLO ETF ETF (JAAA)