LVIG is a rules-based fixed-income ETF designed to improve after-tax outcomes. It invests in diversified investment-grade bond ETFs and dynamically rotates across the yield and credit curves to target expected term and credit premiums while managing income to improve compounding.
By focusing on expected returns and flexible implementation rather than index constraints or income targets, LVIG seeks to deliver more efficient long-term compounding.
Our Difference
Key Advantages of LVIG
Grounded in Academic Evidence
Draws on well-documented sources of expected return in fixed income, including term and credit premiums, rather than relying on forecasts or discretionary calls.
Flexible, Non-Index Implementation
Not constrained by issuance-weighted or backward-looking indexes, allowing capital to be allocated where expected returns are most attractive.
Cost-Aware Implementation
Uses low-cost ETFs and limits unnecessary turnover to preserve more of the bond market’s return.
Improved Compounding
By limiting distributions, more capital remains invested, increasing the potential for long-term compounding.
FOR FINANCIAL PROFESSIONALS