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EUSB
+0.29 · +0.67%
$43.96 · NYSE ARCA

iShares Trust - iShares ESG Advanced Total USD Bond Market ETF (EUSB) ETF Analysis | Intermediate Core-Plus Bond

iShares · USA
AUM:$722.4M
#– of – in Intermediate Core-Plus Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 7.2% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.12% — among the lowest available for this category.

What is EUSB?

The index is a modified market value-weighted index designed to reflect the performance of U. dollar-denominated, taxable bonds with favorable ESG ratings while applying extensive screens.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
EUSB returned 7.2% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.12% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 3.3% of the ETF — exposure spread across many positions.
ETF Information
AUM$722.4M
Expense Ratio0.12%
Dividend Yield3.84%
Holdings1
Inception DateJun 2020
Domicile–
Distribution–
Index–
ProvideriShares
Beta0.94
CategoryIntermediate Core-Plus Bond
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-2.9%
1Y
+0.6%
3Y
+12.4%
5Y
-1.2%
OpenBook InsightIf you had invested £10,000 in EUSB 5 years ago, it would have fallen to £9,877 — a loss of £123.

Annual Returns

Calendar year performance

EUSB delivered positive returns in 3 of the last 5 calendar years.
YearEUSB
2026 YTD-1.3%
2025+7.4%
2024+2.3%
2023+5.2%
2022-12.1%
CAGR 4yr+0.4%
3/5 positive yearsAvg return: +0.3%Worst year: -12.1% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
3.8%
Low
Momentum
-0.4%
30-day change
Support Level
42.72
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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