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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Instrument Profile

Short Description

The fund seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds having remaining maturities between one and five years and issued by companies that have positive environmental, social and governance characteristics while seeking to exhibit risk and return characteristics similar to those of the parent index of such index.

Why We Like It

1. Grants exposure to short term U.S. dollar-denominated, investment grade corporate bonds from issuers with favorable environmental, social and governance (ESG) practices.
2. Seeks stability and income in a sustainable portfolio with similar risk and return to the Bloomberg Barclays U.S. Corporate 1-5 Years Index.
3. Used to build a sustainable fixed income portfolio and diversify your equities for the long-term.

Type: Bond ETF (corporate)
Geography: North America
Benchmark Index: Bloomberg Barclays MSCI US Corporate 1-5 Year ESG Focus Index

Net expense ratio: 0.12% (estimated)
Initial Charge: -
Credit Quality: Mid
Fund Size (AUM): USD 758.46m

Data by the open sources of the instrument provider. Last update: 24.5.2021

MSCI Sustainability Score

AA

Source: MSCI Inc.
Last update: May 24th, 2021

Morningstar Sustainability Score

4/5

Source: Morningstar, Inc.
Last update: May 24th, 2021

Total annual returns

2020: 4.96%

2019: 7.02%

2018: 0.55%

Performance data by the open sources of the instrument provider. Last update: 24.5.2021

Top 10 Holdings

Holdings
BBVA USA 2.88%
Avangrid Inc 3.2%
Ingersoll-Rand Global Holdings Company Limited 4.25%
Sands China Ltd 4.6%
Target Corporation 2.25%
International Business Machines Corporation 3.45%
BAKER HUGHES HOLDINGS LLC 2.77%
International Business Machines Corporation 3%
Salesforce.com, Inc. 3.25%
AstraZeneca Plc 3.38%
Weighting
0.93%
0.83%
0.75%
0.71%
0.69%
0.59%
0.55%
0.55%
0.54%
0.54%

Top portfolio holdings as of 21.5.2021 | Source: instrument provider.

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