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EUSBiShares ESG Advanced Universal USD Bond ETF

Get income6y track recordRanked #270 of 1,650 in this goal

Tracks the investment results of an index composed of U.S. dollar-denominated bonds with favorable ESG ratings.

By iShares · Launched 2020

Annual Cost

0.12%

#474 of 5,861 · low cost

Fund Size

$721M

#1,333 of 5,861 · large

Dividend YieldGoal

3.95%

Track Record

6 years

#2,094 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,276+2.8%

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

Focus

ESG

Index tracked

Bloomberg MSCI US Universal Choice ESG Screened Index

What it actually holds

By weight

Concentration

Top 10 holdings = 7.3% of fundwell diversified

BLACKROCK CASH FUNDS TREASURY SL AGENCY SHARES
3.3%
BlackRock Funds III
0.8%
United States Treasury
0.4%
United States Treasury
0.4%
United States Treasury
0.4%
United States Treasury
0.4%
United States Treasury
0.4%
Government National Mortgage Association
0.4%
United States Treasury
0.4%
United States Treasury
0.4%

Asset allocation

Bonds
99.3%
Cash
0.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.5%Low

Year-on-year price swings

Max drawdown
-17.9%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.07Below average
Sortino (3Y)
0.11Moderate downside risk

Bond profile

Duration

3.9 years

Avg maturity

9.4 years

Credit ratings

US Government
46.5%
AAA
3.0%
AA
65.0%
A
12.3%
BBB
15.4%
BB
2.9%
B
1.3%
Below B
0.1%
Other
0.0%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the investment results of an index composed of U.S. dollar-denominated bonds with favorable ESG ratings.
Strategy
Seeks to track the Bloomberg MSCI US Universal Choice ESG Screened Index, which includes U.S. dollar-denominated bonds rated investment-grade or high-yield. Applies extensive ESG screens to exclude controversial activities and focuses on favorable ESG ratings.
Inception date
June 23, 2020
Fund family
iShares

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Data updated on 2026-08-04