(EAGG) ESG U.S. Aggregate Bond - Overview

ETF Category: Intermediate Core Bond | Exchange: NYSE ARCA (USA) | Market Cap: 4.721m USD | Total Return: 5.2% in 12m

Government Bonds, Corporate Bonds, Mortgage Securities, Asset-backed Securities
Total Rating 35
Safety 55
Buy Signal -0.37
Intermediate Core Bond
Category Rotation: +3.9
TER: 0.10%
AUM: 4.72B
Avg Turnover: 18.6M
Risk 3d forecast
Volatility4.38%
VaR 5th Pctl0.81%
VaR vs Median2.76%
Reward TTM
Sharpe Ratio0.25
Rel. Str. IBD30.4
Rel. Str. Peer Group47.5
Character TTM
Beta0.070
Beta Downside0.032
Hurst Exponent0.548
Drawdowns 3y
Max DD6.20%
CAGR/Max DD0.64
CAGR/Mean DD2.66

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: EAGG ESG U.S. Aggregate Bond

The iShares ESG U.S. Aggregate Bond ETF (EAGG) tracks an index of investment-grade U.S. dollar-denominated bonds, including Treasuries, corporate debt, and mortgage-backed securities. The fund maintains a mandate to invest a minimum of 80% of its assets in index components, specifically targeting issuers with favorable environmental, social, and governance (ESG) ratings.

The ETF operates within the fixed-income sector, where investment-grade classification requires securities to be rated BBB- or higher by Standard & Poor’s or Baa3 or higher by Moody’s. This business model relies on the pass-through structure of MBS, where principal and interest payments from a pool of mortgages are distributed directly to bondholders.

Investors can further evaluate these ESG metrics and yield profiles by exploring the data on ValueRay.

Headlines to Watch Out For
  • Federal Reserve interest rate decisions dictate underlying bond valuation and fund performance
  • Institutional demand for ESG-compliant debt instruments drives net asset value growth
  • Credit spread fluctuations in investment-grade corporate bonds impact total fund returns
  • Regulatory shifts in ESG reporting standards affect underlying index constituent eligibility
  • Mortgage-backed security prepayment speeds influence yield stability and duration risk profiles
What is the price of EAGG shares?

As of May 30, 2026, the stock is trading at USD 47.46 with a total of 506,749 shares traded.
Over the past week, the price has changed by +0.81%, over one month by +0.42%, over three months by -1.30% and over the past year by +5.24%.

Is EAGG a buy, sell or hold?

ESG U.S. Aggregate Bond has no consensus analysts rating.