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Vanguard BND Offers Broader Bond Mix Than BlackRock's IEI
The Motley Fool· 2026-02-15 06:18
Core Insights - The iShares 3-7 Year Treasury Bond ETF (IEI) and the Vanguard Total Bond Market ETF (BND) cater to investors seeking core bond exposure, with IEI focusing on intermediate-term U.S. Treasuries and BND covering a broader range of investment-grade bonds [1] Cost & Size - IEI has an expense ratio of 0.15% and assets under management (AUM) of $18.06 billion, while BND has a lower expense ratio of 0.03% and a significantly larger AUM of $389.22 billion [2] - The one-year return for IEI is 4.22% compared to BND's 4.19%, with dividend yields of 3.48% for IEI and 3.83% for BND [2] Performance & Risk Comparison - Over five years, IEI experienced a maximum drawdown of -13.89%, while BND had a higher drawdown of -17.91% [4] - A $1,000 investment in IEI would have grown to $902 over five years, compared to $853 for BND [4] Holdings Composition - BND holds a diverse portfolio of approximately 15,000 securities, providing balanced exposure across Treasuries, mortgage-backed securities, and investment-grade corporates [5] - IEI consists of 87 positions focused exclusively on U.S. Treasury bonds maturing in three to seven years, with nearly 100% of its holdings rated AA [6] Investment Considerations - The choice between IEI and BND depends on investor preference for diverse bond exposure versus concentrated U.S. government fixed-income [7] - Although BND offers a higher dividend yield percentage, IEI's actual monthly dividend payouts are nearly double due to its higher price point [9]
Kimco Realty Corporation: Consider The Preferreds (NYSE:KIM)
Seeking Alpha· 2025-11-24 16:30
Core Insights - The article discusses Kimco Realty Corporation (KIM) and its financial instruments, credit rating, and metrics, highlighting the company's investment opportunities and strategies [1]. Group 1: Company Overview - Kimco Realty Corporation is analyzed in detail, focusing on its financial instruments and credit rating [1]. - The company has been previously covered, indicating a history of analysis and investment interest [1]. Group 2: Investment Strategies - The article mentions Denislav Iliev, an experienced day trader with over 15 years in the field, who leads a team of 40 analysts to identify mispriced investments [1]. - The investing group Trade With Beta provides features such as frequent picks for mispriced preferred stocks and baby bonds, weekly reviews of over 1200 equities, IPO previews, and hedging strategies [1].
Collect Double-Digit Yields From Niche Fixed-Income
Seeking Alpha· 2025-06-14 14:30
Group 1 - The article emphasizes the importance of creating a portfolio that generates income without the need for selling assets, which can significantly reduce stress in retirement investing [4] - It highlights a specific investment strategy, referred to as the Income Method, which aims to deliver strong returns with a target yield of 9-10% [4] - The article encourages joining a community for support and access to a Model Portfolio, suggesting that collaboration can enhance investment outcomes [4] Group 2 - There is a promotional aspect, indicating that the service is available for a limited time at a price of $599, suggesting urgency for potential investors [4] - The article mentions the rising prices of the service, which could imply a growing demand for the investment strategy being offered [4]