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Upturn AI SWOT - About
iShares ESG U.S. Aggregate Bond ETF (EAGG)
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Upturn Advisory Summary
10/24/2025: EAGG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 10.1% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1 | 52 Weeks Range 44.66 - 47.71 | Updated Date 06/30/2025 |
52 Weeks Range 44.66 - 47.71 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares ESG U.S. Aggregate Bond ETF
ETF Overview
Overview
The iShares ESG U.S. Aggregate Bond ETF (EAGG) seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade bonds that have positive environmental, social and governance characteristics, mirroring the Bloomberg US Aggregate Bond Index but with ESG considerations. It aims to provide broad exposure to the U.S. investment-grade bond market while adhering to ESG principles.
Reputation and Reliability
BlackRock is a well-established and reputable asset manager with a long track record in the ETF market.
Management Expertise
BlackRock has extensive experience in managing fixed income ETFs and ESG-focused investments.
Investment Objective
Goal
To track the investment results of an index composed of U.S. dollar-denominated, investment-grade bonds that have positive ESG characteristics.
Investment Approach and Strategy
Strategy: Tracks the Bloomberg SASB US Aggregate Index, applying ESG screens to the underlying assets.
Composition Primarily holds U.S. investment-grade bonds, including government, corporate, and mortgage-backed securities.
Market Position
Market Share: EAGG holds a moderate market share in the ESG-focused bond ETF segment.
Total Net Assets (AUM): 327000000
Competitors
Key Competitors
- Vanguard ESG U.S. Aggregate Bond ETF (VAGS)
- Nuveen ESG U.S. Aggregate Bond ETF (NUAG)
Competitive Landscape
The ESG bond ETF market is becoming increasingly competitive. EAGG benefits from BlackRock's brand recognition, but faces competition from lower-cost alternatives like VAGS. Nuveen's offering provides another alternative with a different approach to ESG screening. EAGG must maintain competitive performance and potentially lower expense ratios to maintain its market share.
Financial Performance
Historical Performance: Historical performance data needs to be acquired from trusted financial data providers.
Benchmark Comparison: Benchmark comparison needs to be acquired from trusted financial data providers.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
Average trading volume needs to be acquired from trusted financial data providers to assess liquidity.
Bid-Ask Spread
The bid-ask spread can be acquired from trusted financial data providers, and indicates the cost of trading.
Market Dynamics
Market Environment Factors
Interest rate changes, credit spreads, and overall economic conditions significantly impact the performance of EAGG.
Growth Trajectory
The growth trajectory of EAGG depends on increasing investor interest in ESG investing and the continued expansion of the ESG bond market. The fund has not significantly changed its strategy but may adjust holdings based on index rebalancing.
Moat and Competitive Advantages
Competitive Edge
EAGG's competitive edge lies in its combination of broad U.S. investment-grade bond market exposure with ESG screening, managed by BlackRock. BlackRock's experience and reputation provide investors confidence. The ETF's well-defined methodology, based on the Bloomberg SASB US Aggregate Index, offers transparency. This combination makes it an attractive option for investors seeking both financial returns and alignment with ESG values. However, other ESG bond ETFs offer similar exposure and lower expense ratios.
Risk Analysis
Volatility
Historical volatility data needs to be acquired from trusted financial data providers.
Market Risk
EAGG is subject to interest rate risk, credit risk, and liquidity risk, as well as potential risks associated with ESG screening methodology.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking a diversified portfolio of U.S. investment-grade bonds with a focus on ESG factors. This includes socially conscious investors looking to align their investments with their values.
Market Risk
EAGG is suitable for long-term investors seeking a core fixed income holding with ESG considerations. It could also be useful for passive index followers.
Summary
The iShares ESG U.S. Aggregate Bond ETF offers investors exposure to the U.S. investment-grade bond market while adhering to ESG principles. It seeks to track the Bloomberg SASB US Aggregate Index, providing a diversified portfolio of bonds with positive ESG characteristics. The fund is managed by BlackRock, a reputable asset manager. However, the existence of competitive ETFs in the market means it's performance and cost ratios must be monitored. It's most suitable for long-term investors focused on integrating ESG considerations into their fixed income portfolios.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- Bloomberg
- FactSet
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data is estimated and may not be exact. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares ESG U.S. Aggregate Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The underlying index includes investment-grade U.S. Treasury bonds, non-securitized government-related bonds ("government-related bonds"), corporate bonds, mortgage-backed pass-through securities ("MBS"), commercial mortgage-backed securities ("CMBS") and asset-backed securities ("ABS") that are publicly offered for sale in the U.S. The fund will invest at least 80% of its assets in the component securities of the underlying index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.