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ETFs can offer retirees built-in diversification and tax efficiency for their investment portfolios. Experts from Vanguard and Schwab share strategies for retirement investing.
The Schwab Core Bond ETF (NYSEARCA:SCCR) generates income by holding investment-grade bonds and passing interest payments to shareholders. Launched in early 2025 as an actively managed fund, SCCR focuses on high-quality U.S. dollar-denominated debt. The fund distributes monthly payments, currently yielding 4.32%, providing investors with regular income from a diversified bond portfolio. For bond ETFs,... Retirees: A Sterling Bond ETF Pays Monthly, Yields 4.32%, and Makes Passive Income Look Easy.
Bond ETFs drew massive inflows in 2025 as yields stayed attractive. Active funds like JBND could balance income and growth in 2026.
For most investors, the iShares Core U.S. Aggregate Bond ETF is the gold standard of bond investing, and constitutes the entirety of many investors' bond allocations. The Schwab Core Bond ETF aims to provide a better, more informed allocation to bonds than AGG. It does this with an increased allocation to municipal bonds, longer effective duration, and active selection of corporate bonds.
At the time I'm writing this, the volatility index (VIX) closely watched by many investors is trading above 25, a key level many in the market attribute to heightened investor uncertainty.
D.J. Tierney discusses the launch of the firm's Core Bond ETF (SCCR). He talks about what the ETF holds, the active management cost, and why investors might be interested. “Investors are voting with their dollars,” he says to describe the growing popularity of active management.
Schwab Asset Management has launched its second active fixed income ETF, the Schwab Core Bond ETF (SCCR). This marks a significant step in Schwab's expansion into the actively managed bond ETF space, following the success of its first offering, the Schwab Ultra-Short Income ETF (SCUS), which debuted last year.
SEC filings for SCCR aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.