The VettaFi EU IG Equal Issuer Weighted Index tracks 150 of the largest, most liquid EUR investment-grade corporate issuers, with each issuer held at an equal weight. Sector and rating limits keep the index diversified relative to the broad EU IG market, and duration is matched to the benchmark so the index isolates issuer selection rather than a rate bet.

The VettaFi Eurozone Short Term Treasury Index tracks a portfolio of Eurozone issued, short term securities with at least one month and no more than 12 months remaining to maturity.

The VettaFi US IG Equal Issuer Weighted Index tracks 200 of the largest, most liquid US investment-grade corporate issuers, with each issuer held at an equal weight. Sector and rating limits keep the index diversified relative to the broad US IG market, and duration is matched to the benchmark so the index isolates issuer selection rather than a rate bet.

The VettaFi IG Enhanced Yield Index targets a higher yield than the broad investment grade corporate benchmark by selecting large US issuers whose bonds trade at wider spreads than similarly rated peers. A dynamic threshold tied to the BBB to A spread gap raises the bar when credit dispersion is high and lowers it when spreads are tight, so the extra yield adapts to market conditions rather than reaching for it in every environment.

The VettaFi IG Enhanced Yield Index targets a higher yield than the broad investment grade corporate benchmark by selecting large EUR issuers whose bonds trade at wider spreads than similarly rated peers. A dynamic threshold tied to the BBB to A spread gap raises the bar when credit dispersion is high and lowers it when spreads are tight, so the extra yield adapts to market conditions rather than reaching for it in every environment.

The RAFI Fundamental Index is a non-price-weighted index strategy that aims to deliver excess returns versus the cap-weighted benchmark. The strategy uses fundamental measures of company size to select and weight companies and to systematically rebalance against the market’s constantly shifting expectations. The approach eliminates the performance drag associated with traditional passive investment vehicles and has historically led to outperformance in developed markets of approximately 1.5%–2.0% a year.

The VettaFi AI Chipmaking Index tracks global companies driving the hardware backbone of the artificial intelligence boom.

VettaFi Brazil Corp + Govt USD Bond Index combines the Brazil portion of the EM Corp Index & Sov Bond Index

The VettaFi US & Europe IG Corporate Bond Index is a market cap weighted benchmark index designed to mirror the investable universe of the US and European investment grade debt market.

The Index is designed to track the performance of private equity firms which are publicly traded on any nationally recognized exchange worldwide. These companies invest in lend capital to, or provide services to privately held businesses. The Index is comprised of 40 to 75 public companies representing a means of diversified exposure to private equity firms. The securities of the Index are selected and rebalanced quarterly per modified market capitalization weights. This index is currently being provided for parallel testing purposes in preparation for the calculation migration from S&P on 10/1.