(FLTR) Investment Grade Floating - NYSE

ETF Category: Ultrashort Bond | Exchange: NYSE (USA) | Market Cap: 2.768m USD | Total Return: 5.3% in 12m

Floating Rate Notes, Corporate Bonds, Investment Grade Debt
Total Rating 60
Safety 45
Buy Signal -0.43
Ultrashort Bond
Category Rotation: -1.2
TER: 0.14%
AUM: 2.77B
Avg Turnover: 19.8M
Risk 3d forecast
Volatility1.01%
VaR 5th Pctl0.19%
VaR vs Median2.80%
Reward TTM
Sharpe Ratio1.16
Rel. Str. IBD34.2
Rel. Str. Peer Group93.4
Character TTM
Beta0.023
Beta Downside-0.005
Hurst Exponent0.363
Drawdowns 3y
Max DD1.93%
CAGR/Max DD3.20
CAGR/Mean DD163.05

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: FLTR Investment Grade Floating

The VanEck Investment Grade Floating Rate ETF (FLTR) focuses on U.S. dollar-denominated floating rate notes issued by investment-grade corporate entities. The fund maintains a mandate to invest at least 80% of its assets in components of its benchmark index, which tracks public reporting companies. As an ultrashort bond ETF, it prioritizes capital preservation and income through debt instruments with variable interest payments.

Floating rate notes differ from fixed-rate bonds because their coupon payments adjust periodically based on a reference rate, such as SOFR. This mechanism reduces interest rate risk, as the bonds price is generally less sensitive to rate hikes compared to long-duration fixed-income assets. Investment-grade ratings indicate a lower risk of default, as these issuers are vetted by credit agencies for their ability to meet financial obligations. You can analyze how these credit ratings impact long-term yields by using ValueRay.

Headlines to Watch Out For
  • SOFR rate adjustments drive coupon resets and interest income
  • Federal Reserve monetary policy shifts impact floating rate demand
  • Investment grade corporate credit spreads influence net asset value
  • Yield curve inversion affects relative attractiveness versus fixed-rate bonds
What is the price of FLTR shares?

As of June 13, 2026, the stock is trading at USD 25.53 with a total of 728,806 shares traded.
Over the past week, the price has changed by +0.04%, over one month by +0.46%, over three months by +1.35% and over the past year by +5.27%.

Is FLTR a buy, sell or hold?

Investment Grade Floating has no consensus analysts rating.