ETF Research and Analysis

by Phillip Yoo, CAIA
IShares Short-Term National Muni Bond SUB provides representative exposure to investment-grade, tax-exempt U.S. municipal bonds with less than five years remaining until maturity. This low-duration-risk fund focuses on   Read more 

Bull Case

This fund has a sizable cost advantage against its actively managed peers.
The fund's conservative credit-risk profile should preserve its capital during periods of market stress. Read more 

Bear Case

The fund's market-cap-weighting approach leads to a geographically concentrated portfolio, which is partially mitigated by a diverse set of underlying issuers.
There are cheaper index alternatives. Read more 

Do thematic ETFs belong in your portfolio? 
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