Invest in U.S. Treasuries with BondBloxx ETFs
A more precise, lower cost way to invest in U.S. Treasury securities
Why invest in U.S. Treasuries?
3 investment ideas
Target your spots across the yield curve with BondBloxx U.S. Treasury ETFs
Attractive income potential for short-term investments
Investors looking for a short-term investment strategy to generate higher income, manage cash positions, and maintain liquidity should consider XHLF, XONE, and XTWO.
Navigate interest rate changes
Investors navigating the potential of the Federal Reserve being at or near the end of its rate hiking cycle may consider going slightly longer on the duration curve with XTRE, XFIV, and XSVN.
Manage your portfolio duration
Investors seeking to extend out on the yield curve to manage portfolio duration or who anticipate that Fed policy may pivot can consider XTEN, and XTWY.
Key features of BondBloxx U.S. Treasury ETFs
- BondBloxx U.S. Treasury ETFs are less than half the cost of the average expense ratio of U.S. Treasury ETFs.2
- They are the only U.S. Treasury ETFs that focus on precise, stable duration exposure.
Why does this matter?
Like all bonds, U.S. Treasuries are sensitive to changes in interest rates, known as “duration risk.” The higher the duration, the more sensitive a bond will be to small changes in interest rates. Managing duration exposure in investment portfolios with other U.S. Treasury ETFs, the majority of which focus on maturity, can be challenging given that the duration of these funds fluctuates over time. Specifically, as interest rates rise or fall, the duration of the U.S. Treasury securities in these funds drift lower or higher over time, known as “duration drift,” which sometimes can be quite dramatic. Investors in those ETFs are required to diligently monitor and rebalance their portfolios to maintain their desired duration exposure.
- BondBloxx U.S. Treasury ETFs are designed to offer investors an easy way to get exposure to U.S. Treasury securities and express their precise views.
We’re here to partner with you on anything fixed income.
1 Source: Bloomberg, as of 9/30/2023. Past performance is not indicative of future results.
2 Source: Bloomberg, as of 1/31/23. The average expense ratio of U.S. Treasury ETFs available in the U.S. is 0.15%, compared to the average expense ratio of .0575 for BondBloxx U.S. Treasury ETFs
Carefully consider the Funds’ investment objectives, risks, charges, and expenses before investing. This and other information can be found in the Funds’ prospectus or, if available, the summary prospectus, which may be obtained by visiting www.bondbloxxetf.com. Read the prospectus carefully before investing.
There are risks associated with investing, including possible loss of principal. Fixed income investments are subject to interest rate risk; their value will normally decline as interest rates rise. Fixed income investments are also subject to credit risk, the risk that the issuer of a bond will fail to pay interest and principal in a timely manner, or that negative perceptions of the issuer’s ability to make such payments will cause the price of that bond to decline. Investing in mortgage- and asset -backed securities involves interest rate, credit, valuation, extension and liquidity risks and the risk that payments on the underlying assets are delayed, prepaid, subordinated or defaulted on.
Distributor: Foreside Fund Services, LLC.
BondBloxx Investment Management Corporation (“BondBloxx”) is a registered investment adviser. Registration with the SEC as an investment adviser does not imply a certain level of skill or training. The content of this presentation is intended to be for informational purposes only and is not intended to be investment advice. Not for distribution to the public. Nothing contained in this presentation constitutes investment, legal, tax, accounting, regulatory, or other advice. Information contained in this presentation does not constitute an offer to sell or a solicitation of an offer to buy any shares of any BondBloxx ETFs. The investments and strategies discussed may not be suitablefor all investors and are not obligations of BondBloxx.
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Certain information contained herein constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, results or actual performance may differ materially from those reflected or contemplated in such forward-looking statements. Nothing contained herein may be relied upon as a guarantee, promise, assurance or a representation to the future.
Index performance is not illustrative of fund performance. One cannot invest directly in an index. Please visit bondbloxxetf.com for fund performance.