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HYXFiShares ESG Advanced High Yield Corporate Bond ETF

Get income10y track recordRanked #630 of 1,706 in this goal

Tracks the investment results of the Bloomberg MSCI US High Yield Choice ESG Screened Index.

By iShares · Launched 2016

Annual Cost

0.35%

#1,699 of 6,040 · low cost

Fund Size

$195M

#2,477 of 6,040 · mid-size

Return (1Y)

+2.7%

Track Record

10 years

#1,427 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$9,840-1.6%

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

Focus

ESG

Index tracked

Bloomberg MSCI US High Yield Choice ESG Screened Index

Holdings

By weight

Concentration

Top 10 holdings = 21.4% of funddiversified

BlackRock Funds III
14.9%
BLACKROCK CASH FUNDS TREASURY SL AGENCY SHARES
1.7%
WULF COMPUTE LLC
0.8%
NEXSTAR MEDIA INC
0.7%
EMRLD BOR / EMRLD CO-ISS
0.6%
1011778 BC / NEW RED FIN
0.6%
DAVITA INC
0.6%
LEVEL 3 FINANCING INC
0.5%
CARVANA CO
0.5%
APLD COMPUTECO LLC
0.5%

Asset allocation

Bonds
97.3%
Cash
2.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.7%Low

Year-on-year price swings

Max drawdown
-19.9%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.64Decent risk-adjusted returns
Sortino (3Y)
0.94Moderate downside risk

Bond profile

Duration

6.3 years

Avg maturity

9.9 years

Credit ratings

BB
68.2%
B
27.7%
Below B
3.4%
Other
0.8%

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Tracks the investment results of the Bloomberg MSCI US High Yield Choice ESG Screened Index.
Strategy
Invests primarily in U.S. dollar-denominated high yield corporate bonds with favorable ESG ratings, using a representative sampling indexing strategy to track the Bloomberg MSCI US High Yield Choice ESG Screened Index. The Fund applies extensive screens for involvement in controversial activities and aims to hold at least 80% of its assets in the index components.
Inception date
June 14, 2016
Fund family
iShares

Next steps

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Data updated on 2026-09-18