How to decide when to invest in municipal bonds versus new tax-efficient bond ETFs that don't invest in munis.We analyze several newer ETFs that earn bond-like returns while avoiding paying taxable income distributions.Sponsors<a href="https://claude.ai/david" rel="noopener noreferrer" target="_blank">Claude.ai -&nbsp;Sign up for Claude today and get 50% off Claude Pro</a><a href="https://joindeleteme.com/david20" rel="noopener noreferrer" target="_blank">Delete Me – Use code David20 to get 20% off</a>Investments MentionedVanguard Tax-Exempt Bond ETF (VTEB)iShares 7-10 Year Treasury Bond ETF (IEF)JPMorgan Ultra-Short Municipal Income ETF&nbsp;(JMST)Alpha Architect 1-3 Month Box ETF (BOXX)F/m Compoundr U.S. Aggregate Bond ETF (CPAG)F/m Compoundr High Yield ETF (CPHY)NEOS Enhanced Income Aggregate Bond ETF (BNDI)NEOS Enhanced Income 1–3 Month T-Bill ETF (CSHI)Show Notes<a href="https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/fixed-income/moodys-investors-service-data-report-us-municipal-bond.pdf" rel="noopener noreferrer" target="_blank">US municipal bond defaults and recoveries, 1970-2022 by Moody's Investor Service—Fidelity</a><a href="https://www.bernstein.com/our-insights/insights/2023/articles/five-reasons-municipals-have-rarely-defaulted.html" rel="noopener noreferrer" target="_blank">Five Reasons Municipals Have Rarely Defaulted by Matthew Norton—Bernstein</a><a href="https://moneyfortherestofus.com/plus-episodes/470-plus-annuities-correction-europe-versus-u-s-value-stocks-analyzing-boxx-and-accredited-investor-rules/" rel="noopener noreferrer" target="_blank">470 Plus: Annuities Correction, Europe versus U.S. Value Stocks, Analyzing BOXX, and Accredited Investor Rules—Money for the Rest of Us</a><a href="https://funds.alphaarchitect.com/wp-content/uploads/compliance/etf/education/investment_case_cboeboxx.pdf" rel="noopener noreferrer" target="_blank">Cboe:BOXX | Investment case—alpha architect</a>See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer" target="_blank">https://art19.com/privacy</a> and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer" target="_blank">https://art19.com/privacy#do-not-sell-my-info</a>.

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Beyond Munis — New ETFs for Tax-Efficient Bond Investing

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