Fidelity Investment Grade Bond ETF

The article discusses a core-and-satellite portfolio strategy that balances a diversified ETF core for stability and broad market exposure with individual stock picks sized to match an investor's emotional comfort and discipline. It emphasizes that there is no one-size-fits-all approach to determining the percentage of individual stocks to own.

Fidelity's FIGB and iShares' IEI offer different approaches to bond investing. FIGB provides broader diversification across investment-grade bonds with higher yields (4.1%) but charges a higher expense ratio (0.36%) and carries more volatility. IEI focuses exclusively on intermediate Treasury bonds with lower costs (0.15%), greater safety, and la...

The Fidelity Investment Grade Bond ETF (FIGB) offers a higher dividend yield and broader bond portfolio with 689 holdings across government and corporate debt, but charges double the expense ratio of the iShares 3-7 Year Treasury Bond ETF (IEI) and has underperformed IEI over the past four years with larger drawdowns. IEI provides a safer, more f...

The US bond market has had a rough ride for much of the past two years, but the powerful rally over the last two months suggests the worst is over.

As the Treasury curve flattened and yields rose, spreads on investment-grade corporates and taxable municipals continued to show signs of weakness.