ETF Tools

 

Build Your ETF Bond Ladder

Guggenheim’s BulletShares ETF Bond Laddering Tool generates hypothetical illustrations of BulletShares laddered strategies, based on maturity and credit criteria.

Building a laddered portfolio with individual bonds presents a number of challenges, including limited bond availability, liquidity constraints, credit risk, and concentrated bond exposure. Laddering with Guggenheim BulletShares® ETFs may offer greater diversification, transparency, and lower costs than building a laddered portfolio with individual bonds.

Guggenheim Corporate Bond BulletShares. During the final six months of the year of maturity, bonds held within a Guggenheim BulletShares Corporate Bond ETF will mature and proceeds will be reinvested in cash and cash equivalents causing the ETF's yield to decrease.  

Guggenheim High Yield Corporate Bond BulletShares. During the year of maturity, bonds held within a Guggenheim BulletShares High Yield Corporate Bond ETF will mature and proceeds will be reinvested in cash and cash equivalents causing the ETF's yield to decrease.  

An adjustment for this decrease is not included in the yield values shown above as standard yield calculations represent a point in time weighted average of each underlying portfolio constituent.

For a further understanding of the maturity process, view the BulletShares Maturity Page or call us. Financial professionals can contact the ETF Knowledge Center 888.WHY.ETFs and individual investors can contact 800.820.0888.

LAUNCH ETF BOND LADDERING TOOL

ETF Bond Laddering Tool

 

 

Guggenheim Corporate Bond BulletShares. During the final six months of the year of maturity, bonds held within a Guggenheim BulletShares Corporate Bond ETF will mature and proceeds will be reinvested in cash and cash equivalents causing the ETF's yield to decrease. Guggenheim High Yield Corporate Bond BulletShares. During the year of maturity, bonds held within a Guggenheim BulletShares High Yield Corporate Bond ETF will mature and proceeds will be reinvested in cash and cash equivalents causing the ETF's yield to decrease. An adjustment for this decrease is not included in the yield values shown above as standard yield calculations represent a point in time weighted average of each underlying portfolio constituent.

For a further understanding of the maturity process, view the BulletShares Maturity Page or call us. Financial professionals can contact the ETF Knowledge Center 888.WHY.ETFs and individual investors can contact 800.820.0888.

 

Guggenheim BulletShares ETFs may not be suitable for all investors. Investment returns and principal value will fluctuate so that when shares are redeemed, they may be worth more or less than original cost. Most investors will also incur customary brokerage commissions when buying or selling shares of an ETF. Investments in securities and derivatives, in general, are subject to market risks that may cause their prices to fluctuate over time. ETF Shares may trade below their net asset value (“NAV”). The NAV of shares will fluctuate with changes in the market value of an ETF’s holdings. In addition, there can be no assurance that an active trading market for shares will develop or be maintained.


 

Read a prospectus and summary prospectus (if available) carefully before investing. It contains the investment objectives, risks, charges, expenses and other information, which should be considered carefully before investing. To obtain a prospectus and summary prospectus (if available) click here or contact us.

Guggenheim Investments represents the investment management businesses of Guggenheim Partners, LLC ("Guggenheim"), which includes Security Investors, LLC ("SI"), Guggenheim Funds Investment Advisors, LLC, ("GFIA") and Guggenheim Partners Investment Management ("GPIM") the investment advisers to the referenced funds. Securities offered through Guggenheim Funds Distributors, LLC, an affiliate of Guggenheim, SI, GFIA and GPIM.

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