EAORiShares ESG Aware 60/40 Balanced Allocation ETF

Diversifier#65 of 228 for Diversifier

The iShares ESG Aware 60/40 Balanced Allocation ETF (the Fund ) seeks to track the investment results of an index composed of a portfolio of underlying equity and fixed income funds with positive environmental, social, and governance characteristics intended to represent a growth risk profile.

iShares · Since 2020 (5 years)

Annual Cost

0.18%

#725 out of 5,332 ETFs

Fund Size

$30M

#3792 out of 5,332 ETFs

Dividend Yield

2.48%

Track Record

5 years

#2169 out of 5,332 ETFs

Performance

1 Year

+20.4%

3 Years

+13.5%

5 Years

+6.0%

What's inside

Asset class

mixed asset

Region

north america

Strategy

active selection

Focus

ESG

Asset allocation

Stocks

59.6%

Bonds

39.8%

Cash

0.6%

Other

0.0%

Sector breakdown

Technology

27.9%

Financial Services

17.1%

Industrials

11.0%

Consumer Cyclical

9.6%

Healthcare

9.6%

Communication

7.8%

Consumer Defensive

4.8%

Energy

4.3%

Other

7.9%

Top holdings

iShares ESG U.S. Aggregate Bond ETFEAGG40.0%

iShares ESG Aware MSCI USA ETFESGU36.5%

iShares ESG Aware MSCI EAFE ETFESGD13.0%

iShares ESG Aware MSCI EM ETFESGE6.6%

iShares ESG Aware MSCI USA Small-Cap ETFESML3.9%

BlackRock Cash Funds Treasury SL AgencyXTSLA0.1%

Risk profile

Volatility (1Y)

8.5%

Moderate

Max drawdown

-22.9%

Worst peak-to-trough loss

Sharpe (3Y)

1.02

Excellent risk-adjusted returns

Sortino (3Y)

1.50

Good downside protection

Bond profile

Credit ratings

US Government

19.6%

AAA

100.0%

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