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VBNDVident U.S. Bond Strategy ETF

Get income11y track recordRanked #535 of 1,650 in this goal

Seeks current income and long-term capital appreciation.

By Vident Financial · Launched 2014

Annual Cost

0.41%

#2,079 of 5,861 · average

Fund Size

$510M

#1,573 of 5,861 · large

Dividend YieldGoal

4.25%

Track Record

11 years

#1,212 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$9,966-0.3%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 40.6% of fundmoderately concentrated

U.S. Bank Money Market Deposit AccountUSBFS03
9.3%
US TREASURY N/B
4.0%
US TREASURY N/B
4.0%
US TREASURY N/B
4.0%
US TREASURY N/B
3.9%
US TREASURY N/B
3.9%
US TREASURY N/B
3.3%
US TREASURY N/B
3.0%
US TREASURY N/B
2.8%
US TREASURY N/B
2.3%

Asset allocation

Bonds
97.8%
Cash
10.1%
Convertible
0.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
4.1%Low

Year-on-year price swings

Max drawdown
-19.0%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.11Below average
Sortino (3Y)
0.16Moderate downside risk

Bond profile

Duration

5.5 years

Avg maturity

9.9 years

Credit ratings

US Government
44.5%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks current income and long-term capital appreciation.
Strategy
Actively manages a portfolio of debt instruments principally traded in the U.S. to seek current income and long-term capital appreciation. Invests at least 80% of net assets in various U.S. bond sectors, including investment-grade corporate bonds and high-yield corporate bonds, while diversifying interest rate and credit risks.
Inception date
October 15, 2014
Fund family
Vident Financial

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Data updated on 2026-08-04