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IJUL

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1d
1w
1m

Analysis and statistics

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About

IJUL.US refers to the iShares ESG Aware MSCI USA ETF. This ETF seeks to track the investment results of an index composed of U.S. equities that have positive environmental, social, and governance (ESG) characteristics, while exhibiting risk and return characteristics similar to that of the parent index.
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Factors

Expense Ratio: Higher expense ratios eat into returns.

Index Tracking: How closely it mirrors the Solactive ISS ESG Screened USA July Target Maturity Date Index.

Supply and Demand: Basic market forces influence price.

Underlying Bond Yields: Changes in bond yields affect bond prices and thus the ETF.

Credit Risk: Perceived risk of issuers defaulting impacts bond valuations.

Inflation Expectations: Inflation erodes bond values, affecting the ETF.

Interest Rate Changes: Rising rates lower bond values; vice versa.

Maturity Date Proximity: As July 2025 nears, the ETF behaves more like cash.

Market Sentiment: General investor mood regarding bonds and the economy.

Liquidity: How easily shares can be bought/sold influences price stability.

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