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VBNDVident U.S. Bond Strategy ETF

Get income11y track recordRanked #554 of 1,622 in this goal

Seeks current income and long-term capital appreciation.

By Vident Financial · Launched 2014

Annual Cost

0.41%

#2,111 of 5,562 · average

Fund Size

$510M

#1,555 of 5,562 · large

Dividend YieldGoal

4.23%

Track Record

11 years

#1,232 of 5,562 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,396+4.0%

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

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 33.5% of fundwell diversified

U.S. Bank Money Market Deposit AccountUSBFS03
9.7%
US TREASURY N/B
3.9%
US TREASURY N/B
3.6%
US TREASURY N/B
3.1%
US TREASURY N/B
2.8%
US TREASURY N/B
2.3%
US TREASURY N/B
2.2%
Government National Mortgage A
2.1%
TSY INFL IX N/B
2.0%
TSY INFL IX N/B
1.9%

Asset allocation

Bonds
97.4%
Cash
10.6%
Convertible
0.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
4.2%Low

Year-on-year price swings

Max drawdown
-19.0%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.23Below average
Sortino (3Y)
0.32Moderate downside risk

Bond profile

Duration

5.5 years

Avg maturity

9.9 years

Credit ratings

US Government
44.2%

Where to buy

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks current income and long-term capital appreciation.
Strategy
Actively managed ETF investing primarily in U.S. debt instruments across various sectors. Utilizes a quantitative approach to select securities based on yield, duration, and creditworthiness.
Inception date
October 15, 2014
Fund family
Vident Financial

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Data updated on 2026-06-19