Unlock 6%+ Annual Returns: 00948B Takes the Top Spot for Savvy Investors

As of the end of August, scale 00937B has exceeded 210 billion yuan, with more than 320,000 beneficiaries, dominating the domestic investment grade bond ETF market Analysis of the reasons why it has attracted the attention of the market is that the ETF two asset quality, residual earnings, and is approved by the US Federal Reserve A cycle of interest rate cuts will be initiated, and the potential capital gains will be attractive, attracting market money to go to in. But if we look at bond ETF yields to maturity and annual dividend rate, 00948B (CITIC Premium Investment Grade Bond) actually outperforms.

The tracking index 00948B is “ICE 15-year or higher Developed Market Investment Grade Optimized ESG USD Corporate Bond Index”. The average duration of 00948B is shorter, about 13 years; the bond ratings are slightly higher, all above BBB, and the number of bond shares is also more spread out, with around 817 bonds, compared to around 124 bonds for 00937B.

Further comparing the yield to maturity of the two bond ETFs, 00948B is gaining at 5.73%, while 00937B is 5.64%; in terms of annual dividend rate, the ex-dividend amount of 00937B in September was 0.082 yuan, and the annual dividend rate ex-dividend was about 6.08%; The ex-dividend amount of 00948B is 0.053 yuan, and the annual dividend distribution rate before ex-dividend is about 6.2%. Since the current price of 00948B is only 10.4 yuan, it can be said that it is the preferred target for investors who follow yield rates or do not currently have any bond positions.

Zhang Youyin, manager of China Trust Investment Trust ETF, pointed out that the US Federal Reserve has started an interest rate cutting cycle, and it is expected that the benchmark interest rate may fall below 3% in 2025. It is recommended that investors who have He has not yet jumped on the bandwagon being able to seize the opportunity and lock in high credit ratings in the long term.

As for investors who are already on board, although market sentiment is still uncertain, it is recommended to hold bond positions patiently for at least 6 months In addition to having a certain hedging effect, you can also expect to realize capital gains.