SUSB
iShares ESG 1-5 Year USD Corporate Bond ETFSUSB Fund Description
SUSB tracks an index of US dollar-denominated short-term corporate debt. Holdings are selected and weighted according to ESG business practices.
SUSB Factset Analytics Insight
SUSC charges a low fee, despite facing little competition in the fixed income ESG space. The fund tracks a corporate bond index that considers each issuer’s environmental, social, and governance practices. Companies involved in tobacco or controversial weapons are excluded. The fund also avoids firms subject to severe business controversies (such as anti-competitive, environmental, or health and safety issues) in the past three years. The remaining bonds are rated according to a quantitative ESG rating methodology developed by MSCI ESG Research. The ratings consider key ESG-related risks and opportunities by industry, such as climate change, resource scarcity, and demographic shifts. Final selection and weighting are done by an optimizer, which maximizes exposure to positive ESG traits while retaining market-like risk and return. SUSB holds corporate debt with maturities of 1-5 years. Non-US issues are included, but all bonds must be US dollar-denominated.
SUSB MSCI ESG Analytics Insight
iShares ESG 1-5 Year USD Corporate Bond ETF has an MSCI ESG Fund Rating of AA based on a score of 7.31 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 ESG 1-5 Year USD Corporate Bond ETF ranks in the 92nd percentile within its peer group and in the 99th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SUSB CHARTS AND PERFORMANCE
-
1 Month
-
3 Months
-
YTD
-
1 Year
-
3 Years
-
5 Years
-
Max
-
1 Month
-
3 Months
-
YTD
-
1 Year
-
3 Years
-
5 Years
-
Max
-
SUSB Summary Data
SUSB Portfolio Data
SUSB Index Data
SUSB Portfolio Management
SUSB Tax Exposures
SUSB Fund Structure
SUSB Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SUSB. SUSB is rated a N/A out of 5.
SUSB Tradability
SUSB Sector/Industry Breakdown
SUSB
SUSB Top 10 Holdings[View All]
SUSB Top 5 Countries
SUSB
SUSB Top 5 Currencies
SUSB
SUSB Performance Statistics
SUSB MSCI ESG Ratings
SUSB HOLDINGS STATISTICS
SUSB AVG LIFE MATURITY DISTRIBUTION
SUSB OAS BREAKDOWN
The data and information contained herein is not intended to be investment or tax advice. A reference to a particular investment or security, a credit rating, or any observation concerning a security or investment provided in the ETF.com Service is not a recommendation to buy, sell, or hold such investment or security or to make any other investment decisions. You should not use such information for purposes of any actual transaction without consulting an investment or tax professional.
ETF.com DOES NOT TAKE RESPONSIBILITY FOR YOUR INVESTMENT OR OTHER ACTIONS NOR SHALL ETF.com HAVE ANY LIABILITY, CONTINGENT OR OTHERWISE, FOR THE ACCURACY, COMPLETENESS, TIMELINESS, OR CORRECT SEQUENCING OF ANY INFORMATION PROVIDED BY ETF.com OR FOR ANY DECISION MADE OR ACTION TAKEN BY YOU IN RELIANCE UPON SUCH INFORMATION OR ETF.com.
[ETF.com DOES NOT PROVIDE ANY RESEARCH OPINIONS.] ETF.com MAKES NO REPRESENTATIONS ABOUT THE SUITABILITY OF THE INFORMATION, PRODUCTS OR SERVICES CONTAINED HEREIN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Data provider:
Terms of Use
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.