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BYLDiShares Yield Optimized Bond ETF

Get income12y track recordRanked #237 of 1,650 in this goal

Tracks the investment results of the Morningstar U.S. Bond Market Yield-Optimized Index.

By iShares · Launched 2014

Annual Cost

0.13%

#505 of 5,861 · low cost

Fund Size

$454M

#1,670 of 5,861 · large

Dividend YieldGoal

5.34%

Track Record

12 years

#1,158 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,264+2.6%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Index tracked

Morningstar US Bond Market Yield-Optimized Index

What it actually holds

By weight

Concentration

Top 10 holdings = 127.6% of funddiversified through underlying funds

BlackRock Funds III
34.2%
iShares Trust
20.1%
iShares Trust
11.3%
iShares Trust
10.1%
iShares, Inc.
10.0%
iShares Trust
10.0%
iShares Trust
9.6%
iShares Trust
8.7%
iShares GNMA Bond ETF
8.0%
iShares Trust
5.6%

Asset allocation

Bonds
94.1%
Cash
5.6%
Preferred
0.1%
Convertible
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.8%Low

Year-on-year price swings

Max drawdown
-14.7%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.46Below average
Sortino (3Y)
0.67Moderate downside risk

Bond profile

Credit ratings

US Government
16.2%
AAA
2.8%
AA
23.0%
A
19.6%
BBB
22.0%
BB
17.7%
B
11.2%
Below B
2.9%
Other
0.7%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the investment results of the Morningstar U.S. Bond Market Yield-Optimized Index.
Strategy
Invests primarily in underlying iShares ETFs that seek to deliver current income through a diversified fixed-income index. The Fund allocates across U.S. government, securitized, investment-grade, non-investment-grade, and emerging market debt sectors, aiming for high risk-adjusted yields.
Inception date
April 22, 2014
Fund family
iShares

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Data updated on 2026-08-04