Bonds - What Makes ETF Bond Funds So Appealing?

Getting into bond markets is easier than everThe second major advantage of ETF bond funds
with the emergence of ETF bond funds. In theare low costs. Mutual funds tend to cost more.
past, the only way to invest in bonds was toWith an ETF, some large financial entity acquires
purchase them either directly from the issuer orsome asset (say invests in a large number of
on secondary markets. At a minimum, thissecurities). Then they carve that asset up into
generally meant putting up at least the face valueshares and sell them. Since there is no active
of the bond which could mean you'd need at leastmanagement, costs are low.
$1,000 just to enter the door. And you'd beThird, and this is really the key, an ETF trades as
investing in a single bond from a single corporationshares of stock. Its an equity you can buy and
or government, so diversity was not an option.sell on exchanges like the NYSE. You can get
Later mutual funds made bond investing easier.started with the price of a single share or a
Now investors could put up a few thousandhundred shares. There are no investment
dollars and get exposure to hundreds of bonds. Ifminimums. You can sell on the market any time
you had $5-$10,000 to get started with, you'd beyou like when markets are open. Getting in and
able to build a diversified bond portfolio.out is extremely easy.
In recent years things have gotten a lot easier.The diversity of ETF bond funds covers all
The emergence of ETF bond funds, which areaspects of the bond markets-so you can not only
exchange traded funds that invest in bonds,build a diversified investment in say municipal
means that investors can get in and out of bondsbonds, but you can have a completely diversified
easier, faster, and at lower cost than everbond portfolio with investment in funds with US
before.Treasuries, municipal bonds, investment grade
To see why you need to understand what ancorporate bonds, junk bonds, and even
exchange traded fund (ETF) is. Without gettinginternational bonds.
into the technical details of how the fund is putTo see what's out there, visit the websites of the
together, its good enough to think of it as acompanies that offer exchange traded funds. One
mutual fund that trades like a stock. Like a mutualfamous company is State street global advisors.
fund, an ETF has a given benchmark. In the worldThey offer a wide variety of choices that go
of bonds, example benchmarks could be USunder the name "SPDRS". These funds provide
Treasury Notes, California municipal bonds, or theopportunities to invest internationally, as well as in
Barclays high yield bond index. The shares of theUS bonds. Jump on over to their website and look
ETF constitute investments in whatever securitiesfor their "Fixed income" investments, where you'll
make up the benchmark.find many funds indexed to Barclays Bond
Three things make exchange traded funds veryindexes.
appealing, especially for small investors. LikeThere are other options as well. Others financial
mutual funds, exchange traded funds givehouses offer a wide variety of funds including
investors diversity. ETF bond funds can representiShares and powershares.
underlying investments in 50-200 different bonds.Since you can select among different types, be
Say you were investing in high yield or junksure to diversify your exposure. Exchange traded
bonds. If you were buying bonds individually,funds make this easy, you can include low risk
$1,000 would give you exposure to a single bond.investments in your portfolio like US Treasuries
The chances of the issuer defaulting are high, andand munis, or go with investment grade
you would be at serious risk of losing your $1,000.corporate. To get some high yields, you'll want to
ETF bond funds mitigate this risk. If you tooklook at junk as well. The advantage of course,
your $1,000 and put it in a fund that invested inbeing that with an ETF you're not putting all your
150 junk bonds, you'd be more insulated againstprincipal at risk on the chance a single corporation
default. A few of them might go into default ormight default.
perform badly, but its very unlikely they all will.