SHYiShares 10-20 Year Treasury Bond ETF
SHY Fund Description
SHY tracks a market weighted index of debt issued by the US Treasury with 1-3 years remaining to maturity. Treasury STRIPS are excluded.
SHY Factset Analytics Insight
SHY is a powerhouse in its segment, stable, liquid vehicle for buy-and-hold investors and short-term traders alike. In addition, SHY is a well managed fund that tracks its index tightly and without significant volatility, like most peer ETFs. The fund delivers excellent coverage of the short-term Treasury space as we see it. SHY and our benchmark share the same index, but the fund's optimization strategy—avoiding the index's less liquid components to keep costs down—results in slight performance differences. Still SHY provides excellent exposure to 1-3 year Treasurys. The fund switched its index from the Barclays US Treasury Bond 1-3 Year Term Index to the ICE US Treasury 1-3 Year Bond Index on March 31, 2016. This change effectively maintains the same exposure. Overall SHY is a fine choice for short-dated Treasury exposure.
SHY MSCI ESG Analytics Insight
iShares 10-20 Year Treasury Bond ETF has an MSCI ESG Fund Rating of A based on a score of 6.10 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. iShares 10-20 Year Treasury Bond ETF ranks in the 34th percentile within its peer group and in the 76th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SHY Summary Data
SHY Portfolio Data
SHY Index Data
SHY Portfolio Management
SHY Tax Exposures
SHY Fund Structure
SHY Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SHY. SHY is rated a 5 out of 5.
SHY Sector/Industry Breakdown
SHY Top 10 Holdings[View All]
SHY Top 5 Countries
SHY Top 5 Currencies