SeekingAlpha
Sustainable finance remained significant in 2024, with $1.5 trillion of issuance in sustainable bonds & loans, and the sustainable fund market exceeding $3 trillion.
SeekingAlpha
We expect sustainable finance issuance to grow in 2025, with fast-approaching interim decarbonisation targets and continuous standardisation driving global growth.
SeekingAlpha
Measuring effectiveness of ESG-labeled bonds can be a challenge, particularly with outcome bonds, which have specific environmental or social goals but lack standardized assessment criteria.
SeekingAlpha
The author thinks this is a time where investors should be reducing credit exposure and reducing some sensitivity to the economy. Click to read.
SeekingAlpha
FTSE Russell expands its ESG index framework globally with two new sustainable investment indices.
SeekingAlpha
Within fixed-income portfolios, the author is positioned a little bit more neutrally across sectors of the market. Click to read.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
HQY | -24.35% | $7.68B | +11.06% | 0.00% |
IBKR | -21.99% | $18.99B | +51.89% | 0.62% |
LPLA | -18.03% | $25.24B | +28.51% | 0.39% |
FCNCA | -16.63% | $25.16B | +17.60% | 0.43% |
JBL | -16.14% | $15.20B | +0.41% | 0.26% |
BRY | -15.14% | $237.83M | -63.42% | 12.57% |
VNOM | -14.36% | $6.03B | +21.21% | 5.23% |
MTDR | -14.01% | $6.54B | -23.72% | 2.17% |
FANG | -13.30% | $46.74B | -20.11% | 3.56% |
JPM | -13.12% | $687.34B | +23.96% | 2.11% |
GSL | -12.48% | $827.29M | +9.88% | 7.76% |
UNM | -12.37% | $14.66B | +52.74% | 2.06% |
PRPH | -12.36% | $11.65M | -94.11% | 0.00% |
CHRD | -12.12% | $6.75B | -37.82% | 8.25% |
DELL | -12.08% | $66.53B | -25.86% | 2.25% |
AMPY | -11.80% | $149.23M | -48.11% | 0.00% |
INSW | -11.49% | $1.63B | -33.28% | 1.50% |
YOU | -11.48% | $2.55B | +38.43% | 1.80% |
NVGS | -11.41% | $915.63M | -15.69% | 1.99% |
SM | -11.26% | $3.49B | -41.31% | 2.98% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VCSH | 96.18% | $34.84B | 0.03% | |
IGSB | 95.38% | $21.85B | 0.04% | |
BSCT | 94.27% | $1.93B | 0.1% | |
BSCS | 94.24% | $2.48B | 0.1% | |
IBDU | 94.16% | $2.52B | 0.1% | |
SLQD | 94.02% | $2.23B | 0.06% | |
BSCU | 93.94% | $1.51B | 0.1% | |
GVI | 93.78% | $3.41B | 0.2% | |
BSV | 93.76% | $34.47B | 0.03% | |
IBDT | 93.64% | $2.77B | 0.1% | |
ISTB | 93.49% | $4.35B | 0.06% | |
IBDV | 93.44% | $1.77B | 0.1% | |
SPIB | 93.41% | $9.60B | 0.04% | |
IBTJ | 92.65% | $636.70M | 0.07% | |
BSCR | 92.30% | $3.25B | 0.1% | |
IEI | 92.21% | $15.67B | 0.15% | |
IBDS | 92.16% | $2.96B | 0.1% | |
SCHJ | 91.94% | $513.72M | 0.03% | |
IBTK | 91.90% | $400.56M | 0.07% | |
VGIT | 91.73% | $31.17B | 0.03% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TUR | -0.06% | $185.31M | 0.59% | |
YBTC | 0.17% | $147.04M | 0.95% | |
HEFA | 0.23% | $7.70B | 0.35% | |
PSI | -0.26% | $585.62M | 0.56% | |
DBEF | -0.38% | $7.78B | 0.35% | |
PBDC | -0.42% | $197.85M | 13.94% | |
SOXQ | 0.47% | $382.37M | 0.19% | |
FEPI | 0.70% | $433.12M | 0.65% | |
IGE | 0.73% | $645.51M | 0.41% | |
HIGH | -0.73% | $195.13M | 0.52% | |
FMF | 0.83% | $154.59M | 0.95% | |
CLSE | -0.93% | $170.26M | 1.55% | |
IXC | -1.01% | $1.83B | 0.41% | |
CPNJ | -1.06% | $29.63M | 0.69% | |
SOXX | 1.08% | $10.82B | 0.35% | |
VRIG | 1.12% | $1.44B | 0.3% | |
SMH | -1.36% | $19.15B | 0.35% | |
TESL | 1.50% | $17.90M | 1.2% | |
CNBS | 1.51% | $67.47M | 0.77% | |
MSOS | 1.56% | $345.64M | 0.83% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
SBAC | 51.21% | $23.60B | +2.19% | 1.76% |
AMT | 49.76% | $101.86B | +13.31% | 2.85% |
PSA | 46.00% | $52.09B | +5.93% | 3.99% |
CUBE | 45.71% | $9.57B | -5.43% | 4.95% |
ARR | 44.57% | $1.34B | -13.44% | 17.58% |
EXR | 44.15% | $31.26B | +1.66% | 4.43% |
FAF | 44.13% | $6.91B | +11.67% | 3.28% |
NSA | 44.02% | $2.98B | +4.58% | 5.91% |
FTS | 42.21% | $23.05B | +17.43% | 3.63% |
FCPT | 41.96% | $2.85B | +21.00% | 4.89% |
EFX | 41.81% | $30.90B | -3.25% | 0.66% |
RKT | 41.36% | $2.04B | +10.62% | 0.00% |
AGNC | 40.98% | $8.68B | -2.17% | 15.53% |
PFSI | 40.97% | $5.33B | +17.27% | 1.09% |
DX | 40.94% | $1.23B | +5.69% | 13.35% |
AWK | 40.94% | $28.51B | +22.92% | 1.99% |
CCS | 40.42% | $2.08B | -24.15% | 1.71% |
UWMC | 40.29% | $914.68M | -5.08% | 6.99% |
IVR | 40.15% | $522.84M | -15.51% | 20.42% |
CCI | 39.50% | $45.20B | +1.61% | 5.85% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
UUP | -48.70% | $325.79M | 0.77% | |
USDU | -48.37% | $206.96M | 0.5% | |
CTA | -35.38% | $978.30M | 0.76% | |
DBMF | -29.01% | $1.21B | 0.85% | |
KMLM | -21.00% | $218.49M | 0.9% | |
DXJ | -15.93% | $3.41B | 0.48% | |
EQLS | -15.56% | $4.80M | 1% | |
FLJH | -15.36% | $85.51M | 0.09% | |
DBJP | -14.74% | $382.97M | 0.45% | |
USO | -14.58% | $972.70M | 0.6% | |
CLOZ | -14.26% | $789.73M | 0.5% | |
BNO | -14.16% | $99.25M | 1% | |
OILK | -14.10% | $67.85M | 0.69% | |
DBO | -14.03% | $202.41M | 0.77% | |
USL | -13.82% | $47.77M | 0.85% | |
FLTR | -13.75% | $2.41B | 0.14% | |
HEWJ | -13.72% | $358.11M | 0.5% | |
UGA | -13.02% | $87.23M | 0.97% | |
DBE | -12.18% | $55.52M | 0.77% | |
JBBB | -10.14% | $1.72B | 0.49% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CLSK | -<0.01% | $2.25B | -50.45% | 0.00% |
UTHR | -0.02% | $14.02B | +35.06% | 0.00% |
PUBM | -0.02% | $457.13M | -59.91% | 0.00% |
MTRN | -0.02% | $1.72B | -34.64% | 0.71% |
CENX | 0.02% | $1.72B | +10.85% | 0.00% |
FN | -0.02% | $7.23B | +6.22% | 0.00% |
LUV | -0.04% | $18.88B | +13.66% | 2.41% |
SDRL | -0.04% | $1.73B | -52.79% | 0.00% |
ENVA | 0.05% | $2.67B | +65.00% | 0.00% |
RBBN | 0.05% | $685.32M | +26.62% | 0.00% |
TECK | -0.05% | $18.92B | -20.81% | 1.04% |
VNT | -0.06% | $5.00B | -23.28% | 0.33% |
SKX | -0.06% | $8.82B | +0.85% | 0.00% |
UPST | -0.06% | $4.46B | +81.17% | 0.00% |
TZOO | -0.08% | $149.45M | +35.47% | 0.00% |
TKO | -0.08% | $12.93B | +71.22% | 0.25% |
HSBC | 0.08% | $205.73B | +47.88% | 6.14% |
RUM | 0.11% | $2.73B | +20.66% | 0.00% |
APOG | -0.12% | $1.05B | -18.82% | 2.24% |
WDC | 0.12% | $14.53B | -22.80% | 0.00% |
SUSB - iShares Trust iShares ESG Aware 1 5 Year USD Corporate Bond ETF contains 1526 holdings. The top holdings include 5CRSGL2, 5206104
Name | Weight |
---|---|
- | 1.48% |
- | 0.9% |
5 5CRSGL2NT ADOBE INC - 2.15 2027-02-01 | 0.75% |
- | 0.75% |
5 5206104NT MOLSON COORS BREWING CO - 3.0 2026-07-15 | 0.62% |
- | 0.6% |
- | 0.57% |
- | 0.56% |
- | 0.53% |
- | 0.53% |
- | 0.52% |
- | 0.51% |
5 5BRHBX7NT ECOLAB INC - 2.7 2026-11-01 | 0.48% |
5 5BBPVP2NT MICROSOFT CORPORATION - 3.3 2027-02-06 | 0.47% |
- | 0.45% |
- | 0.45% |
- | 0.44% |
- | 0.43% |
- | 0.38% |
- | 0.38% |
5 5BDJVD9NT MICROSOFT CORPORATION - 2.4 2026-08-08 | 0.38% |
- | 0.37% |
5 5BHTKL4NT NVIDIA CORPORATION - 3.2 2026-09-16 | 0.37% |
5 5CJXKY7NT PUBLIC SERVICE ENTERPRISE GROUP IN - 5.85 2027-11-15 | 0.37% |
5 5CWCVF8NT KIMBERLY-CLARK CORPORATION - 1.05 2027-09-15 | 0.36% |
- | 0.36% |
- | 0.35% |
- | 0.35% |
- | 0.35% |
- | 0.35% |
Sector | Weight |
---|---|