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Bond Investors Can Turn to Muni ETFs for Steady Yields at Lower Tax Rates

Bond Investors Can Turn to Muni ETFs for Steady Yields at Lower Tax Rates May 12, 2021 Fixed income exchange traded fund investors seeking steady yields and lower tax rates can turn to municipal bond strategies. According to Municipal Market Analytics, investors have already funneled a net $39 billion into muni bond mutual funds this year through last Thursday, the most over the same period since 2008, the Wall Street Journal reports. So far this year, the munis market has outperformed corporate debt and Treasuries. Bolstering the muni play, the Biden administration recently proposed tax hikes on the wealthy, which would make tax free municipal debt more attractive to these high net worth investors.

For Debt Stability and Tax Exemption, Consider Muni Bond ETFs

For Debt Stability and Tax Exemption, Consider Muni Bond ETFs May 12, 2021 With the tax deadline around the corner, it’s not too late to start thinking about next year by adding tax-free municipal bonds through assets like the VTEB tracks the Standard & Poor’s National AMT-Free Municipal Bond Index, which measures the performance of the investment-grade segment of the U.S. municipal bond market. MUB seeks to track the investment results of the S&P National AMT-Free Municipal Bond IndexTM, which also measures the performance of the investment-grade segment of the U.S. municipal bond market. The sampling approach means that both funds hold a subset of bonds within the index in order to replicate the yield, duration, and credit quality of the debt. This method allows the funds to avoid trading expensive bonds that could harm performance and, in addition, minimize tracking errors.

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