Wednesday, July 1, 2009

comparison of S&P 500 vs some Fixed-Income ETF's



I picked the well-known Lehman Aggregate Index as starting point. Then added the two primary ETFs with same duration as the Aggregate Index (4 year durations) so that apples-to-apples comparison.

The Aggregate Index ETF is: AGG
The Pure-Treasury 4-Year ETF is: IEI
The I-G Corporate 4-Year ETF is: CIU

(note all of the above ETF's, including the S&P 500, add back dividends paid to create Total Return charts)

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