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Upturn AI SWOT - About
iShares ESG U.S. Aggregate Bond ETF (EAGG)
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Upturn Advisory Summary
08/14/2025: 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 7.23% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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. The ETF provides exposure to a broad range of U.S. investment-grade bonds while incorporating ESG considerations.
Reputation and Reliability
BlackRock is the world's largest asset manager with a strong reputation and extensive experience in managing ETFs.
Management Expertise
BlackRock has a dedicated team of fixed-income specialists and ESG analysts managing the ETF.
Investment Objective
Goal
Seeks 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: The ETF tracks a market-cap-weighted index, the Bloomberg SASB US Aggregate Index, which incorporates ESG factors.
Composition The ETF primarily holds U.S. investment-grade bonds, including government, corporate, and mortgage-backed securities.
Market Position
Market Share: Information not available.
Total Net Assets (AUM): 2170000000
Competitors
Key Competitors
- Vanguard ESG U.S. Aggregate Bond ETF (VAG)
- Xtrackers USD Investment Grade Corporate Bond ETF (LQD)
Competitive Landscape
The ESG bond ETF market is growing, with multiple providers offering similar products. EAGG competes with VAG which also has ESG focus, and LQD which tracks investment grade bonds but does not explicitly screen for ESG factors. EAGG benefits from BlackRock's brand recognition and established fixed-income platform. However, VAG may offer a lower expense ratio.
Financial Performance
Historical Performance: Historical performance data should be obtained from official fund factsheets.
Benchmark Comparison: Benchmark comparison should be performed against the Bloomberg SASB US Aggregate Index.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, suitable for most investors but large orders may experience slippage.
Bid-Ask Spread
The bid-ask spread is typically narrow, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and economic growth expectations impact the performance of EAGG.
Growth Trajectory
The growth trajectory depends on the increasing investor demand for ESG-focused investment strategies and the overall growth of the fixed-income market.
Moat and Competitive Advantages
Competitive Edge
EAGG's competitive advantage stems from BlackRock's established brand and extensive fixed-income expertise. The fund's integration of ESG factors provides a differentiated offering in the aggregate bond ETF space. The ETF's low expense ratio and close tracking of the Bloomberg SASB US Aggregate Index are also attractive features. The ESG screening process allows socially responsible investors to align their portfolios with their values. Furthermore, the ETF's size allows for tight bid-ask spreads.
Risk Analysis
Volatility
The ETF's volatility is generally low, consistent with investment-grade bonds.
Market Risk
Market risk includes interest rate risk, credit risk, and potential downgrades of the underlying bonds. ESG screening may also exclude some higher-yielding bonds, potentially affecting returns.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking exposure to a broad basket of U.S. investment-grade bonds while incorporating ESG considerations into their investment strategy. It is suitable for investors who prioritize environmental, social, and governance factors.
Market Risk
The ETF is suitable for long-term investors seeking a core fixed-income allocation and passive index followers interested in ESG investing.
Summary
The iShares ESG U.S. Aggregate Bond ETF (EAGG) offers exposure to a diversified portfolio of U.S. investment-grade bonds with positive ESG characteristics. The ETF tracks the Bloomberg SASB US Aggregate Index and is managed by BlackRock, a reputable asset manager. The low expense ratio and moderate liquidity make it an attractive option for long-term investors seeking socially responsible fixed-income exposure. However, investors should be aware of interest rate risk, credit risk, and the potential for lower yields due to ESG screening. The ETF provides a convenient and transparent way to invest in ESG-focused fixed income.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- Bloomberg
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data may not be readily available and is an approximation based on available information. 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.
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