Beyond Munis — New ETFs for Tax-Efficient Bond Investing

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 Claude.ai - Sign up for Claude today and get 50% off Claude Pro Delete Me – Use code David20 to get 20% off Investments Mentioned Vanguard Tax-Exempt Bond ETF (VTEB) iShares 7-10 Year Treasury Bond ETF (IEF) JPMorgan Ultra-Short Municipal Income ETF (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 US municipal bond defaults and recoveries, 1970-2022 by Moody's Investor Service—Fidelity Five Reasons Municipals Have Rarely Defaulted by Matthew Norton—Bernstein 470 Plus: Annuities Correction, Europe versus U.S. Value Stocks, Analyzing BOXX, and Accredited Investor Rules—Money for the Rest of Us Cboe:BOXX | Investment case—alpha architect See Privacy Policy at and California Privacy Notice at .

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Beyond Munis — New ETFs for Tax-Efficient Bond Investing is an episode from Money For the Rest of Us by Money For the Rest of Us.

This episode is 00:26:23 long.

This episode was published on Oct 8, 2025.

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