Here is a link to IShares case study on their term bond ETFs (https://www.ishares.com/us/literature/p ... -en-us.pdf).
While the case study is from 2024 (and hopefully IShares updates it to reflect 2025 values), it shows most of the ETFs were near their YTM at inception after fees (see the Performance Difference in the charts).
While the case study is from 2024 (and hopefully IShares updates it to reflect 2025 values), it shows most of the ETFs were near their YTM at inception after fees (see the Performance Difference in the charts).
Statistics: Posted by cvn74n2 — Fri Nov 28, 2025 12:00 am — Replies 2 — Views 475