SHY
iShares 1-3 Year Treasury Bond ETFSHY 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, with more than enough assets and volume to be a 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. While the fund’s expense ratio is higher than competing funds, tight tracking and great liquidity keep all-in costs low. Overall SHY is a fine choice for short-dated Treasury exposure, and easily earns its designation as Analyst Pick for the segment.
SHY MSCI ESG Analytics Insight
iShares 1-3 Year Treasury Bond ETF has an MSCI ESG Fund Rating of A based on a score of 6.70 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 1-3 Year Treasury Bond ETF ranks in the 83th percentile within its peer group and in the 87th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SHY CHARTS AND PERFORMANCE
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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 Tradability
SHY Sector/Industry Breakdown
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SHY Top 10 Holdings
SHY Top 5 Countries
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SHY Top 5 Currencies
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SHY Performance Statistics
SHY MSCI ESG Ratings
SHY HOLDINGS STATISTICS
SHY AVG LIFE MATURITY DISTRIBUTION
SHY OAS BREAKDOWN
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.