VS

Correlation: 87.1%

What is IEF?

IEF was created on 2002-07-22 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 37875.29m in AUM and 16 holdings. IEF tracks a market-value-weighted index of debt issued by the US Treasury with 7-10 years to maturity remaining. Treasury STRIPS are excluded.

What is SHAG?

SHAG was created on 2017-05-18 by WisdomTree. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 38.04m in AUM and 1081 holdings. SHAG tracks an index of USD-denominated investment-grade securities with maturities of less than five years. The index consists of 13 subcomponents weighted for yield-to-worst.

Key Details

IEF
SHAG
Website
www.ishares.com
www.wisdomtree.com
Inception Date

Jul 22, 2002

May 18, 2017

Asset Class

Fixed Income

Fixed Income

Investment Segment

Investment Grade

Investment Grade

AUM
$34.26B
$38.05M
Dividend Yield
3.05%
4.31%
Expense Ratio
0.15%
0.12%
Return 1Y
7.54%
6.65%

Holdings

iShares 7 10 Year Treasury Bond ETF - IEF is made up of 20 holdings. WisdomTree Yield Enhanced U.S. Short Term Aggregate Bond Fund - SHAG is made up of 1107 holdings.

Name
Weight
7
7009161

NT TREASURY NOTE (2OLD) - 3.88 2034-08-15

9.62%

7
7009060

NT TREASURY NOTE - 4.38 2034-05-15

9.54%

7
7009204

NT TREASURY NOTE (OLD) - 4.25 2034-11-15

9.48%

7
7008986

NT TREASURY NOTE - 4.0 2034-02-15

9.41%

7
7008878

NT TREASURY NOTE - 4.5 2033-11-15

8.94%

7
7009286

NT TREASURY NOTE (OTR) - 4.63 2035-02-15

7.78%

7
7008720

NT TREASURY NOTE - 3.88 2033-08-15

7.71%

7
7008425

NT TREASURY NOTE - 4.13 2032-11-15

7.54%

7
7008508

NT TREASURY NOTE - 3.5 2033-02-15

7.45%

7
7008639

NT TREASURY NOTE - 3.38 2033-05-15

7.43%

7
7008316

NT TREASURY NOTE - 2.75 2032-08-15

6.45%

7
7008143

NT TREASURY NOTE - 2.88 2032-05-15

5.28%

7
7008051

NT TREASURY NOTE - 1.88 2032-02-15

1.56%

7
7009328

NT TREASURY NOTE (OTR) - 4.13 2032-03-31

1.3%

7
7009299

NT TREASURY NOTE (OLD) - 4.13 2032-02-29

0.28%

-

0.18%

-

0.16%

7
7009259

NT TREASURY NOTE (2OLD) - 4.38 2032-01-31

0.03%

7
7009237

NT TREASURY NOTE - 4.5 2031-12-31

0.02%

7
7007977

NT TREASURY NOTE - 1.38 2031-11-15

0.02%

Name
Weight
7
7007197

NT United States Treasury Notes 0.5%

7.59%

7
7007600

NT United States Treasury Notes 0.25%

6.71%

7
7009232

NT United States Treasury Notes 4%

3.86%

7
7009265

NT United States Treasury Notes 4.13%

3.38%

7
7007743

NT United States Treasury Notes 0.75%

3.18%

7
7009242

NT United States Treasury Notes 4.25%

1.75%

7
7007870

NT United States Treasury Notes 0.63%

1.69%

-

1.28%

7
7009202

NT United States Treasury Notes 4.13%

1.06%

7
7007719

NT United States Treasury Notes 0.75%

1.04%

-

1.03%

-

0.95%

5
5DGHFN2

NT Goldman Sachs Group, Inc. 2.64%

0.93%

-

0.89%

5
5CHQFN5

NT Barclays PLC 5.5%

0.88%

-

0.84%

-

0.82%

-

0.8%

-

0.78%

-

0.72%

5
5CRXCP0

NT HSBC Holdings PLC 5.55%

0.71%

-

0.7%

-

0.69%

-

0.68%

-

0.64%

-

0.64%

-

0.64%

-

0.64%

-

0.64%

5
5BZRHQ0

NT Deutsche Bank AG 4.1%

0.64%

Strategies that include

Create your own
strategy with

IEF
Three dimensional double logo

Stock Correlation

The stocks that are correlated to IEF - iShares 7 10 Year Treasury Bond ETF are AMT, SBAC, PSA, FTS, RKT

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
A
AMTAmerican Tower Corp.
50.65%$98.73B+21.98%3.08%
S
SBACSBA Communications Corp.
48.67%$24.07B+12.59%1.81%
P
PSAPublic Storage
42.64%$51.54B+13.57%4.07%
F
FTSFortis, Inc.
42.06%$24.35B+23.47%3.60%
R
RKTRocket Cos., Inc.
41.23%$1.98B+13.99%0.00%
C
CUBECubeSmart
40.32%$9.15B-3.46%5.17%
S
SAFESafehold, Inc.
39.34%$1.10B-16.53%4.61%
U
UWMCUWM Holdings Corp.
39.34%$715.63M-29.11%8.96%
E
ELSEquity LifeStyle Properties, Inc.
38.76%$12.12B+4.38%3.08%
C
CCICrown Castle, Inc.
38.63%$43.87B+6.94%6.13%
P
PFSIPennyMac Financial Services, Inc.
38.44%$4.89B+10.34%1.16%
A
AWKAmerican Water Works Co., Inc.
38.36%$28.48B+20.15%2.10%
F
FCPTFour Corners Property Trust, Inc.
38.33%$2.79B+18.65%4.98%
T
TUTELUS Corp.
38.04%$22.77B-6.58%7.51%
O
OHIOmega Healthcare Investors, Inc.
37.39%$10.87B+22.49%7.06%
E
EXRExtra Space Storage, Inc.
36.70%$30.11B+6.00%4.56%
E
ESEversource Energy
36.52%$21.49B-3.29%4.96%
N
NNNNNN REIT, Inc.
36.09%$7.70B-0.17%5.62%
F
FAFFirst American Financial Corp.
35.85%$6.45B+15.35%3.45%
N
NGGNational Grid Plc
35.80%$70.77B+8.24%4.88%

The stocks that are correlated to SHAG - WisdomTree Yield Enhanced U.S. Short Term Aggregate Bond Fund are AMT, SBAC, PSA, NNN, PFSI

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
A
AMTAmerican Tower Corp.
47.10%$98.73B+21.98%3.08%
S
SBACSBA Communications Corp.
46.16%$24.07B+12.59%1.81%
P
PSAPublic Storage
42.13%$51.54B+13.57%4.07%
N
NNNNNN REIT, Inc.
40.14%$7.70B-0.17%5.62%
P
PFSIPennyMac Financial Services, Inc.
40.00%$4.89B+10.34%1.16%
E
ELSEquity LifeStyle Properties, Inc.
39.85%$12.12B+4.38%3.08%
C
CUBECubeSmart
39.67%$9.15B-3.46%5.17%
U
UWMCUWM Holdings Corp.
39.40%$715.63M-29.11%8.96%
C
CCICrown Castle, Inc.
38.94%$43.87B+6.94%6.13%
E
EXRExtra Space Storage, Inc.
38.54%$30.11B+6.00%4.56%
F
FCPTFour Corners Property Trust, Inc.
38.54%$2.79B+18.65%4.98%
N
NGGNational Grid Plc
38.21%$70.77B+8.24%4.88%
T
TUTELUS Corp.
37.86%$22.77B-6.58%7.51%
S
SAFESafehold, Inc.
37.81%$1.10B-16.53%4.61%
F
FTSFortis, Inc.
37.51%$24.35B+23.47%3.60%
N
NSANational Storage Affiliates Trust
36.76%$2.78B+3.50%6.19%
O
ORealty Income Corp.
35.65%$50.96B+6.23%5.49%
A
AWKAmerican Water Works Co., Inc.
35.15%$28.48B+20.15%2.10%
E
ESEversource Energy
35.13%$21.49B-3.29%4.96%
F
FAFFirst American Financial Corp.
35.13%$6.45B+15.35%3.45%

ETF Correlation

The ETFs that are correlated to IEF - iShares 7 10 Year Treasury Bond ETF are UTEN, IBTO, IBTM, IBTP, TYA

Name
Correlation
AUM
Expense Ratio
U
UTENUS Treasury 10 Year Note ETF
99.37%$190.09M0.15%
I
IBTOiShares iBonds Dec 2033 Term Treasury ETF
99.18%$330.46M0.07%
I
IBTMiShares iBonds Dec 2032 Term Treasury ETF
98.81%$316.54M0.07%
I
IBTPiShares iBonds Dec 2034 Term Treasury ETF
98.76%$127.86M0.07%
T
TYASimplify Intermediate Term Treasury Futures Strategy ETF
98.64%$160.20M0.15%
I
IBTLiShares iBonds Dec 2031 Term Treasury ETF
98.48%$362.65M0.07%
B
BIVVanguard Intermediate Term Bond ETF
98.33%$22.81B0.03%
F
FLGVFranklin U.S. Treasury Bond ETF
98.33%$992.02M0.09%
V
VGITVanguard Intermediate Term Treasury ETF
98.15%$31.56B0.04%
S
SPTISPDR Portfolio Intermediate Term Treasury ETF
97.92%$8.57B0.03%
S
SCHRSchwab Intermediate Term U.S. Treasury ETF
97.83%$10.54B0.03%
B
BNDVanguard Total Bond Market ETF
97.68%$124.99B0.03%
S
SPABSPDR Portfolio Aggregate Bond ETF
97.65%$8.50B0.03%
A
AGGiShares Core U.S. Aggregate Bond ETF
97.48%$122.25B0.03%
F
FIXDTraded Fund VIII First Trust TCW Opportunistic Fixed Income ETF
97.35%$3.64B0.65%
S
SCHZSchwab US Aggregate Bond ETF
97.16%$8.47B0.03%
E
EAGGiShares ESG Aware U.S. Aggregate Bond ETF
97.07%$3.77B0.1%
I
IBTKiShares iBonds Dec 2030 Term Treasury ETF
96.75%$424.16M0.07%
J
JBNDTraded Fund Trust JPMorgan Active Bond ETF
96.70%$1.84B0.25%
I
IEIiShares 3 7 Year Treasury Bond ETF
96.69%$16.63B0.15%

The ETFs that are correlated to SHAG - WisdomTree Yield Enhanced U.S. Short Term Aggregate Bond Fund are GVI, ISTB, BSV, SCHR, BIV

Name
Correlation
AUM
Expense Ratio
G
GVIiShares Intermediate Government/Credit Bond ETF
90.87%$3.40B0.2%
I
ISTBiShares Core 1 5 Year USD Bond ETF
89.96%$4.50B0.06%
B
BSVVanguard Short Term Bond ETF
89.94%$38.29B0.03%
S
SCHRSchwab Intermediate Term U.S. Treasury ETF
89.45%$10.54B0.03%
B
BIVVanguard Intermediate Term Bond ETF
89.32%$22.81B0.03%
I
IEIiShares 3 7 Year Treasury Bond ETF
89.18%$16.63B0.15%
V
VGITVanguard Intermediate Term Treasury ETF
89.03%$31.56B0.04%
I
IBTKiShares iBonds Dec 2030 Term Treasury ETF
88.78%$424.16M0.07%
S
SPTISPDR Portfolio Intermediate Term Treasury ETF
88.73%$8.57B0.03%
I
IBDViShares iBonds Dec 2030 Term Corporate ETF
88.52%$1.74B0.1%
T
TYASimplify Intermediate Term Treasury Futures Strategy ETF
88.50%$160.20M0.15%
I
IBTJiShares iBonds Dec 2029 Term Treasury ETF
88.34%$642.10M0.07%
B
BSCUTraded Self Indexed Fund Trust Invesco BulletShares 2030 Corporate Bond ETF
88.16%$1.52B0.1%
I
IBDUiShares iBonds Dec 2029 Term Corporate ETF
87.91%$2.52B0.1%
I
IBTLiShares iBonds Dec 2031 Term Treasury ETF
87.83%$362.65M0.07%
I
IGSBiShares Trust iShares 1 5 Year Investment Grade Corporate Bond ETF
87.54%$20.99B0.04%
S
SUSBiShares Trust iShares ESG Aware 1 5 Year USD Corporate Bond ETF
87.52%$965.57M0.12%
V
VCSHVanguard Short Term Corporate Bond ETF
87.38%$34.38B0.03%
B
BSCSTraded Self Indexed Fund Trust Invesco BulletShares 2028 Corporate Bond ETF
87.31%$2.51B0.1%
I
IBDTiShares iBonds Dec 2028 Term Corporate ETF
87.29%$2.76B0.1%

Holding Overlap

IEF - iShares 7 10 Year Treasury Bond ETF and SHAG - WisdomTree Yield Enhanced U.S. Short Term Aggregate Bond Fund have a 0 holding overlap. Which accounts for a 0.0% overlap.

Number of overlapping holdings

0

% of overlapping holdings

0%

Name
Weight in IEF
Weight in SHAG
No Results

News

SeekingAlpha

Risk assets appreciate the positive headlines on US trade, which seem to be occurring more frequently right now.

SeekingAlpha

Amid mounting risks to the U.S. economy, President Donald Trump last week renewed his criticism of Federal Reserve policy and of Fed Chair Jerome Powell.

SeekingAlpha

The Federal Reserve should be inclined to respond to economic weakness as long as long-term inflation expectations remain anchored.

SeekingAlpha

President Trump says he doesn’t plan to fire Fed Chair Powell, but the calls for rate cuts continue. But the Fed is expected to leave rates unchanged at next month’s policy meeting.

SeekingAlpha

As the Federal Reserve cautiously progresses through its rate-cutting cycle, fixed income markets are being reshaped by a sharp shift in policy dynamics. Click to read.

SeekingAlpha

Rates Spark: Dutch Pension Funds Bracing For Potential Delays

SeekingAlpha

Within fixed-income portfolios, the author is positioned a little bit more neutrally across sectors of the market. Click to read.

Disclaimer

Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.

Zero expense ratio
index investing

Company

Resources

Popular ETFs

ETF Comparisons

© Double Finance, 2024

Double is a registered investment adviser with the US Securities and Exchange Commission (SEC). While such registration does not imply a certain level of skill, it does require us to follow federal regulations that protect you, the investor. By law, we must provide investment advice that is in the best interest of our client. Please refer to Double's Form CRS for important additional information.

The publicly available portions of the Platform (i.e., the sections of the Platform that are available to individuals who are not party to a Client Agreement - including double.finance) are provided for educational purposes only and are not intended to provide legal, tax, or financial planning advice. To the extent that any of the content published on publicly available portions of the Platform may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. Nothing on the publicly available portions of the Platform should be construed as a solicitation or offer, or recommendation, to buy or sell any security. All charts, figures, and graphs on the publicly available websites are for illustrative purposes only. Before investing, you should consider whether any investment, investment strategy, security, other asset, or related transaction is appropriate for you based on your personal investment objectives, financial circumstances, and risk tolerance. You are also encouraged to consult your legal, tax, or investment professional regarding your specific situation. Registration does not imply a certain level of skill or training.

Investing involves risk. The value of your investment will fluctuate, and you may gain or lose money.

The contents of the Platform may contain forward-looking statements that are based on management's beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, or Global Predictions itself. Forward-looking statements are not guarantees of the underlying expected actions or future performance and future results may differ significantly from those anticipated by the forward-looking statements. Therefore, actual results and outcomes may materially differ from what may be expressed or forecasted in such forward-looking statements.

¹ Data as of July 2024.

² Availability of tax loss harvesting depends on portfolio diversity.

³ As of November 8, 2024. The optional Cash Sweep program takes the cash sitting in your brokerage account and moves it to an FDIC-insured interest-earning deposit account. The current yield is 1.0%, rates subject to change at any time. The cash sweep program is made available in coordination with Apex Clearing Corporation. Please read the Important Disclosures for more information.

⁴ This analysis calculator tool is for illustrative purposes only and is not financial advice. We do not guarantee the accuracy of the results or their relevance to your particular circumstances. This calculator uses hypothetical historical data and does not take into account the effect of taxes on a taxable account. Hypothetical historical data is no guarantee of future performance and this calculator is not intended to predict actual performance. The input of different time periods, amounts, and fees will vary calculator results. Average ETF fee is based on the AUM weighted average of US ETFs as of September 2024, see more information. Note that you can purchase ETFs through Double, which may incur additional fees.

Full pricing details along with an FAQ can be found here

Data displayed in charts and graphics above are for illustrative purposes only and do not reflect actual investment results and are not a guarantee of future results.

By using double.finance, you accept our and . Double is only available to US residents.

See Double Finance Form ADV Part IIA for additional information. Double does not guarantee that the results of its advice, recommendations, or the objectives of its direct index or cash management strategies will be achieved. We make no assurance that the investment process will consistently lead to successful investing. Before you invest, you should carefully review and consider your investment objectives as well as the risks, charges, and expenses of the underlying securities. There is at least a $1,000 account minimum required to participate in Double's strategies, although some strategies may have higher minimums.

Double does not provide tax, or legal advice. Double's website, brokerage, and advisory services are not intended for persons of any jurisdiction where Double is not authorized to do business. Tax savings will vary from client to client due to many factors including market conditions, tax characteristics of securities, client-imposed investment restrictions, client tax rate or status, and changes in tax regulations.

0% Expense Ratios with TLH

We offer over 50 indexes with zero expense ratios.

Registration will take about 10 seconds