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  • msf June 2020
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Vanguard Short-Term Treasury ETF Offers Safety But With A Low Yield

edited June 2020 in Fund Discussions
https://www.google.com/amp/s/seekingalpha.com/amp/article/4353473-vanguard-short-term-treasury-etf-offers-safety-low-yield

Vanguard Short-Term Treasury ETF Offers Safety But With A Low Yield

/For investors that want a higher return with low credit risk, you may have to seek funds that have higher exposure to investment-grade corporate bonds/


Good etf to consider for this environment

Comments

  • Over three months, this fund with an SEC yield of 0.15% is going to return around 4 basis points. With a duration of 1.9 years, a 2 basis point increase in rates (+0.02%) could wipe out the total three month return. (A small decrease in rates could likewise double the total return, but we're basically at ZIRP, so a rate decline seems less likely.)

    I use three months because one can find brokered three month CDs with 0.20% APY. That's a higher yield than the ETF with no interest rate risk to principal. Credit risk is similar: FDIC insured vs. backed by full faith and credit of the treasury.

    The downside of CDs is that liquidity is limited - one can only get cash out every three months. However, if one is looking to stash cash for under three months, then this ETF is going to give you even less than 4 basis points while exposing you to interest rate risk. A mattress would not be appreciably worse.

    Brokered CDs can make sense for stashing cash in an IRA if one is focused on safety. That's because moving money from trustee to trustee, especially short term, is troublesome. But if one's cash is in a taxable account, one can just use an internet bank. No penalty CDs are still yielding over 1% and they put a floor under your return in case bank rates drop. Should rate rise, you can cash out and buy a higher yielding CD.

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