VS

Correlation: 98.8%

What is IGEB?

IGEB was created on 2017-07-11 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 1061.53m in AUM and 442 holdings. IGEB tracks a broad-maturity", multi-factor", investment-grade bond index. The index selects and weights bonds based on default probability", default-adjusted spreads", and volatility.

What is USIG?

USIG was created on 2007-01-05 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 12593.32m in AUM and 10583 holdings. USIG tracks a market-value-weighted index of USD-denominated", investment-grade corporate debt.

Key Details

IGEB
USIG
Website
www.ishares.com
www.ishares.com
Inception Date

Jul 11, 2017

Jan 05, 2007

Asset Class

Fixed Income

Fixed Income

Investment Segment

Investment Grade

Investment Grade

AUM
$1.06B
$12.55B
Dividend Yield
5.09%
3.79%
Expense Ratio
0.18%
0.04%
Return 1Y
6.99%
6.54%

Holdings

iShares Investment Grade Systematic Bond ETF - IGEB is made up of 442 holdings. iShares Broad USD Investment Grade Corporate Bond ETF - USIG is made up of 9999 holdings.

Name
Weight
-

14.28%

-

0.63%

5
5CYKDL2

NT CHARLES SCHWAB CORPORATION (THE) - 4.0 2079-12-31

0.53%

-

0.53%

-

0.53%

5
5CVVPZ8

NT JOHNSON & JOHNSON - 2.45 2060-09-01

0.52%

5
5CMSMD0

NT HSBC HOLDINGS PLC - 3.97 2030-05-22

0.52%

5
5352823

NT BRITISH TELECOMMUNICATIONS PLC - 9.63 2030-12-15

0.51%

5
5457843

NT ORANGE SA - 8.5 2031-03-01

0.51%

5
5580124

NT TRANSCANADA TRUST - 5.3 2077-03-15

0.51%

5
5CSVND3

NT ENTERGY CORPORATION - 7.13 2054-12-01

0.51%

-

0.51%

5
5CSWQT9

NT BIOGEN INC - 2.25 2030-05-01

0.51%

-

0.5%

-

0.5%

-

0.5%

5
5936959

NT ENBRIDGE INC - 5.5 2077-07-15

0.5%

5
5492511

NT SPRINT CAPITAL CORPORATION - 8.75 2032-03-15

0.5%

5
5DFVYC3

NT JPMORGAN CHASE & CO - 2.54 2032-11-08

0.5%

-

0.49%

-

0.49%

-

0.49%

-

0.49%

5
5CPDVY3

NT CIGNA GROUP - 4.8 2038-08-15

0.49%

5
5CZGNS9

NT SOUTHERN COMPANY (THE) - 3.75 2051-09-15

0.49%

-

0.49%

-

0.49%

5
5CJXFD7

NT CONAGRA BRANDS INC - 5.3 2038-11-01

0.49%

-

0.49%

-

0.49%

Name
Weight
-

0.38%

-

0.13%

5
5CMSGH0

NT ANHEUSER-BUSCH COMPANIES LLC - 4.9 2046-02-01

0.09%

5
5CZQQV2

NT T-MOBILE USA INC - 3.88 2030-04-15

0.08%

5
5CFRMD7

NT CVS HEALTH CORP - 5.05 2048-03-25

0.08%

5
5BCKTL2

NT GOLDMAN SACHS GROUP INC/THE - 6.75 2037-10-01

0.07%

5
5CGVPB5

NT BANK OF AMERICA CORP - 3.42 2028-12-20

0.07%

5
5CMBQK3

NT PFIZER INVESTMENT ENTERPRISES PTE - 5.3 2053-05-19

0.06%

-

0.06%

5
5CYTGJ4

NT BANK OF AMERICA CORP - 1.73 2027-07-22

0.06%

5
5CMBYP2

NT BANK OF AMERICA CORP MTN - 5.29 2034-04-25

0.06%

5
5CWRSD8

NT ABBVIE INC - 3.2 2029-11-21

0.06%

-

0.06%

5
5CTMGB4

NT BOEING CO - 5.8 2050-05-01

0.06%

-

0.06%

5
5CGXJW5

NT BANK OF AMERICA CORP MTN - 5.01 2033-07-22

0.06%

5
5DDNRX4

NT AT&T INC - 3.5 2053-09-15

0.06%

5
5CFRMH3

NT CVS HEALTH CORP - 4.3 2028-03-25

0.06%

5
5CMBQJ7

NT PFIZER INVESTMENT ENTERPRISES PTE - 4.75 2033-05-19

0.06%

5
5DDPDR8

NT AT&T INC - 3.55 2055-09-15

0.06%

5
5CSNCQ9

NT WELLS FARGO & COMPANY MTN - 5.01 2051-04-04

0.06%

-

0.05%

5
5CHHRQ6

NT JPMORGAN CHASE & CO - 4.91 2033-07-25

0.05%

5
5CWRZK1

NT ABBVIE INC - 4.25 2049-11-21

0.05%

5
5CLWGR8

NT WARNERMEDIA HOLDINGS INC - 5.14 2052-03-15

0.05%

5
5CMGPZ6

NT JPMORGAN CHASE & CO - 5.35 2034-06-01

0.05%

5
5CFRMD8

NT CVS HEALTH CORP - 4.78 2038-03-25

0.05%

-

0.05%

-

0.05%

5
5CNDRL1

NT WELLS FARGO & COMPANY MTN - 5.56 2034-07-25

0.05%

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Stock Correlation

The stocks that are correlated to IGEB - iShares Investment Grade Systematic Bond ETF are CUBE, PSA, EXR, NSA, AGNC

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
C
CUBECubeSmart
58.05%$9.06B-6.05%5.15%
P
PSAPublic Storage
55.88%$51.79B+12.61%4.02%
E
EXRExtra Space Storage, Inc.
55.39%$29.99B+4.95%4.52%
N
NSANational Storage Affiliates Trust
53.70%$2.78B+1.68%6.08%
A
AGNCAGNC Investment Corp.
53.55%$7.88B-8.01%16.71%
F
FAFFirst American Financial Corp.
53.29%$6.15B+3.32%3.58%
M
MFAMFA Financial, Inc.
52.94%$953.65M-13.10%14.94%
N
NLYAnnaly Capital Management, Inc.
52.55%$11.15B+0.43%14.09%
P
PFSIPennyMac Financial Services, Inc.
52.48%$4.82B+1.81%1.12%
S
SAFESafehold, Inc.
51.21%$1.09B-19.82%4.65%
S
SBACSBA Communications Corp.
50.77%$24.19B+12.51%1.80%
F
FCPTFour Corners Property Trust, Inc.
49.66%$2.84B+20.29%4.92%
A
ARRARMOUR Residential REIT, Inc.
49.12%$1.19B-20.56%19.22%
I
IVRInvesco Mortgage Capital, Inc.
48.24%$451.04M-19.74%22.05%
A
AMTAmerican Tower Corp.
48.08%$99.52B+22.64%3.05%
H
HDThe Home Depot, Inc.
48.03%$354.26B+7.03%2.50%
U
UWMCUWM Holdings Corp.
47.95%$698.25M-32.62%8.54%
R
RWTRedwood Trust, Inc.
47.54%$777.95M+1.56%11.59%
J
JLLJones Lang LaSalle, Inc.
47.34%$10.41B+20.48%0.00%
W
WYWeyerhaeuser Co.
47.01%$18.37B-19.75%3.13%

The stocks that are correlated to USIG - iShares Broad USD Investment Grade Corporate Bond ETF are CUBE, PSA, EXR, AGNC, FAF

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
C
CUBECubeSmart
57.57%$9.06B-6.05%5.15%
P
PSAPublic Storage
55.36%$51.79B+12.61%4.02%
E
EXRExtra Space Storage, Inc.
54.37%$29.99B+4.95%4.52%
A
AGNCAGNC Investment Corp.
53.94%$7.88B-8.01%16.71%
F
FAFFirst American Financial Corp.
53.40%$6.15B+3.32%3.58%
N
NSANational Storage Affiliates Trust
52.92%$2.78B+1.68%6.08%
P
PFSIPennyMac Financial Services, Inc.
52.71%$4.82B+1.81%1.12%
N
NLYAnnaly Capital Management, Inc.
52.61%$11.15B+0.43%14.09%
M
MFAMFA Financial, Inc.
51.58%$953.65M-13.10%14.94%
S
SAFESafehold, Inc.
49.91%$1.09B-19.82%4.65%
S
SBACSBA Communications Corp.
49.57%$24.19B+12.51%1.80%
F
FCPTFour Corners Property Trust, Inc.
49.39%$2.84B+20.29%4.92%
U
UWMCUWM Holdings Corp.
49.19%$698.25M-32.62%8.54%
A
AMTAmerican Tower Corp.
48.37%$99.52B+22.64%3.05%
A
ARRARMOUR Residential REIT, Inc.
48.33%$1.19B-20.56%19.22%
H
HDThe Home Depot, Inc.
48.10%$354.26B+7.03%2.50%
I
IVRInvesco Mortgage Capital, Inc.
47.57%$451.04M-19.74%22.05%
L
LEN.BLennar Corp.
46.55%$26.91B-24.25%2.37%
D
DXDynex Capital, Inc.
46.51%$1.14B-0.25%14.47%
R
RWTRedwood Trust, Inc.
46.37%$777.95M+1.56%11.59%

ETF Correlation

The ETFs that are correlated to IGEB - iShares Investment Grade Systematic Bond ETF are USIG, VCIT, LQD, IGIB, SPBO

Name
Correlation
AUM
Expense Ratio
U
USIGiShares Broad USD Investment Grade Corporate Bond ETF
98.81%$12.55B0.04%
V
VCITVanguard Intermediate Term Corporate Bond ETF
98.59%$51.09B0.03%
L
LQDiShares iBoxx USD Investment Grade Corporate Bond ETF
98.56%$28.65B0.14%
I
IGIBiShares Trust iShares 5 10 Year Investment Grade Corporate Bond ETF
98.53%$14.35B0.04%
S
SPBOSPDR Portfolio Corporate Bond ETF
98.52%$1.65B0.03%
S
SUSCiShares Trust iShares ESG Aware USD Corporate Bond ETF
98.34%$1.10B0.18%
Q
QLTAiShares Aaa A Rated Corporate Bond ETF
98.32%$1.62B0.15%
V
VTCVanguard Total Corporate Bond ETF
98.22%$1.17B0.03%
I
IBDXiShares iBonds Dec 2032 Term Corporate ETF
98.19%$1.02B0.1%
S
SCHISchwab 5 10 Year Corporate Bond ETF
98.11%$8.27B0.03%
G
GIGBGoldman Sachs Access Investment Grade Corporate Bond ETF
97.68%$713.60M0.08%
B
BSCWTraded Self Indexed Fund Trust Invesco BulletShares 2032 Corporate Bond ETF
97.48%$787.82M0.1%
V
VCEBVanguard ESG U.S. Corporate Bond ETF
97.39%$819.68M0.12%
D
DFCFDimensional Core Fixed Income ETF
96.90%$6.49B0.17%
S
SPIBSPDR Portfolio Intermediate Term Corporate Bond ETF
96.86%$9.29B0.04%
A
AVIGAvantis Core Fixed Income ETF
96.46%$1.08B0.15%
F
FLCOFranklin Investment Grade Corporate ETF
96.39%$572.71M0.35%
I
IBDYiShares iBonds Dec 2033 Term Corporate ETF
96.38%$707.43M0.1%
I
IGLBiShares 10 Year Investment Grade Corporate Bond ETF
96.35%$2.42B0.04%
S
SPLBSPDR Portfolio Long Term Corporate Bond ETF
96.32%$1.12B0.04%

The ETFs that are correlated to USIG - iShares Broad USD Investment Grade Corporate Bond ETF are SPBO, LQD, QLTA, VTC, SUSC

Name
Correlation
AUM
Expense Ratio
S
SPBOSPDR Portfolio Corporate Bond ETF
99.38%$1.65B0.03%
L
LQDiShares iBoxx USD Investment Grade Corporate Bond ETF
99.34%$28.65B0.14%
Q
QLTAiShares Aaa A Rated Corporate Bond ETF
99.22%$1.62B0.15%
V
VTCVanguard Total Corporate Bond ETF
99.05%$1.17B0.03%
S
SUSCiShares Trust iShares ESG Aware USD Corporate Bond ETF
98.88%$1.10B0.18%
I
IGEBiShares Investment Grade Systematic Bond ETF
98.81%$1.06B0.18%
I
IGIBiShares Trust iShares 5 10 Year Investment Grade Corporate Bond ETF
98.51%$14.35B0.04%
V
VCITVanguard Intermediate Term Corporate Bond ETF
98.43%$51.09B0.03%
I
IBDXiShares iBonds Dec 2032 Term Corporate ETF
98.27%$1.02B0.1%
G
GIGBGoldman Sachs Access Investment Grade Corporate Bond ETF
98.16%$713.60M0.08%
S
SCHISchwab 5 10 Year Corporate Bond ETF
98.03%$8.27B0.03%
S
SPLBSPDR Portfolio Long Term Corporate Bond ETF
97.87%$1.12B0.04%
I
IGLBiShares 10 Year Investment Grade Corporate Bond ETF
97.84%$2.42B0.04%
V
VCEBVanguard ESG U.S. Corporate Bond ETF
97.78%$819.68M0.12%
B
BSCWTraded Self Indexed Fund Trust Invesco BulletShares 2032 Corporate Bond ETF
97.69%$787.82M0.1%
V
VCLTVanguard Long Term Corporate Bond ETF
97.52%$12.80B0.04%
D
DFCFDimensional Core Fixed Income ETF
96.99%$6.49B0.17%
F
FLCOFranklin Investment Grade Corporate ETF
96.93%$572.71M0.35%
A
AVIGAvantis Core Fixed Income ETF
96.75%$1.08B0.15%
I
IBDYiShares iBonds Dec 2033 Term Corporate ETF
96.74%$707.43M0.1%

Holding Overlap

IGEB - iShares Investment Grade Systematic Bond ETF and USIG - iShares Broad USD Investment Grade Corporate Bond ETF have a 123 holding overlap. Which accounts for a 6.0% overlap.

Number of overlapping holdings

123

% of overlapping holdings

6.03%

Name
Weight in IGEB
Weight in USIG
5
5CVVPZ8

JOHNSON & JOHNS

0.52%0.01%
5
5CMSMD0

HSBC HOLDING PL

0.52%0.03%
5
5352823

BRITISH TELECOM

0.51%0.04%
5
5457843

ORANGE S A

0.51%0.04%
5
5580124

TRANSCANADA TR

0.51%0.01%
5
5CSVND3

ENTERGY CORP NE

0.51%0.00%
5
5CSWQT9

BIOGEN INC

0.51%0.02%
5
5936959

ENBRIDGE INC

0.50%0.01%
5
5492511

SPRINT CAPITAL

0.50%0.03%
5
5DFVYC3

JPMORGAN CHASE

0.50%0.03%

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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.

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