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SUSBiShares ESG 1-5 Year USD Corporate Bond ETF

Get income9y track recordRanked #159 of 1,650 in this goal

Tracks the investment results of the Bloomberg MSCI US Corporate 1-5 Year ESG Focus Index.

By iShares · Launched 2017

Annual Cost

0.12%

#474 of 5,861 · low cost

Fund Size

$1.3B

#995 of 5,861 · large

Dividend YieldGoal

4.49%

Track Record

9 years

#1,560 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,355+3.6%

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 Corporate 1-5 Year ESG Focus Index

What it actually holds

By weight

Concentration

Top 10 holdings = 9.1% of fundwell diversified

BlackRock Funds III
4.9%
ADOBE INC
0.7%
CHENIERE ENERGY INC
0.6%
GENERAL MILLS INC
0.5%
MICROSOFT CORP
0.4%
COCA-COLA CO/THE
0.4%
LKQ CORP
0.4%
CUMMINS INC
0.4%
KONINKLIJKE KPN NV
0.4%
TRACTOR SUPPLY CO
0.4%

Asset allocation

Bonds
99.9%
Cash
0.1%
Convertible
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.0%Low

Year-on-year price swings

Max drawdown
-13.0%Mild

Worst peak-to-trough loss

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

Bond profile

Duration

4.1 years

Avg maturity

9.8 years

Credit ratings

AA
4.5%
A
44.8%
BBB
50.6%

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Tracks the investment results of the Bloomberg MSCI US Corporate 1-5 Year ESG Focus Index.
Strategy
Invests primarily in U.S. dollar-denominated, investment-grade corporate bonds with maturities of 1-5 years, seeking to track the Bloomberg MSCI US Corporate 1-5 Year ESG Focus Index. The Fund employs a representative sampling indexing strategy to achieve its investment objective.
Inception date
July 11, 2017
Fund family
iShares

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Data updated on 2026-08-04