5 min readBy Ron Koren ETF Insider
What is the WFH ETF ?
Discover the world of ETFs with an exploration of DRN and WFH. Learn about the features and potential benefits of these two unique ETFs.
The iShares 1-3 Year International Treasury Bond ETF (ISHG) is managed by BlackRock, a global leader in asset management. Established to track the FTSE World Government Bond Index – Developed Markets 1-3 Years Capped Select Index, ISHG provides investors with exposure to fixed-rate, local currency, investment-grade sovereign bonds from select developed markets. These markets are classified as developed by the International Monetary Fund and the World Bank, meeting specific market accessibility standards, and having substantial market sizes. ISHG offers a way for investors to gain diversified exposure to short-term international government bonds while adhering to rigorous market and credit rating criteria. BlackRock employs a passive, indexing approach to manage the fund, aiming to replicate the performance of its benchmark index efficiently and cost-effectively.
The iShares 1-3 Year International Treasury Bond ETF (ISHG) offers investors the potential for regular income through its dividend distribution. This ETF focuses on short-term international government bonds, and as such, its dividend eligibility is primarily tied to interest payments from these bonds. ISHG typically distributes dividends on a monthly basis, providing investors with a consistent income stream. The dividend amount can vary based on prevailing interest rates and the performance of the underlying bonds, making ISHG a suitable choice for income-seeking investors with a shorter investment horizon.
Tracking the FTSE World Government Bond Index – Developed Markets 1-3 Years Capped Select Index is the primary objective of the iShares 1-3 Year International Treasury Bond ETF (ISHG). This ETF aims to mirror the performance of fixed-rate, local currency, investment-grade sovereign bonds from developed markets, excluding the United States. The Underlying Index, which ISHG seeks to replicate, consists of bonds with remaining maturities greater than one year and less than three years, and it includes bonds from countries meeting specific criteria related to market accessibility and credit ratings. ISHG employs a passive indexing approach and strives to minimize portfolio turnover while providing exposure to this segment of the global bond market.
The correlation aspect of the iShares 1-3 Year International Treasury Bond ETF (ISHG) primarily relates to its performance in comparison to the FTSE World Government Bond Index – Developed Markets 1-3 Years Capped Select Index, which measures the performance of fixed-rate, local currency, investment-grade, sovereign bonds from certain developed markets. Given its focus on shorter-term international government bonds, ISHG's correlation with broader market indices may be relatively low, making it a potentially stable component for income-focused portfolios. To explore ISHG's correlations with other asset classes and gain deeper insights into its behavior, investors can utilize the ETF Insider web app, which provides comprehensive data and visualization tools for a better understanding of this ETF's place within a diversified investment strategy.
The iShares 1-3 Year International Treasury Bond ETF (ISHG) primarily invests in government bonds from developed markets with maturities ranging from one to three years. The ETF seeks to track the performance of the FTSE World Government Bond Index – Developed Markets 1-3 Years Capped Select Index, excluding the U.S. This index includes sovereign bonds from economically stable countries, as classified by international financial organizations. The ETF provides investors with exposure to short-term international government bonds, offering potential diversification benefits and income generation with a relatively lower risk profile compared to longer-term securities.
The iShares Factors US Value Style ETF (ISHG) seeks to provide exposure to large-capitalization U.S. issuers with a focus on value and momentum factors. This ETF's exposure is constructed based on the Nasdaq US Large Cap 500 Index, aiming to capture stocks with attractive valuations and favorable price trends within their respective sectors. ISHG's investment strategy aims to offer investors access to a portfolio of stocks that exhibit higher exposure to value and momentum factors while maintaining moderate turnover and lower realized volatility compared to traditional capitalization-weighted indexes. For a deeper understanding of ISHG's exposure and to explore correlations and overlaps, consider using ETF Insider's web app and visualization tools for comprehensive data analysis on this and other U.S. ETFs.
ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.
Rather than focusing on the surface-level attributes of ETFs and Mutual Funds, ETF Insider goes deeper by examining the underlying holdings of exchange traded products.
By organizing and structuring that data, investors can easily navigate within their overlapping layers.
This innovative perspective combined with modern data visualization and modeling tools, provides an entirely new approach to portfolio optimization that can quickly expose both portfolio inefficiencies and opportunities.
5 min readDiscover the world of ETFs with an exploration of DRN and WFH. Learn about the features and potential benefits of these two unique ETFs.
4 min readThe ISHG ETF is a specialized investment fund that focuses on global companies in the relevant sectors. This exchange-traded fund offers investors exposure to a diverse range of innovative and cutting-edge companies engaged in advancements in the industry. Discover the potential growth opportunities and risks associated with investing in this dynamic sector through the ISHG ETF.
4 min readThe OOTO ETF is a specialized investment fund that focuses on global companies in the relevant sectors. This exchange-traded fund offers investors exposure to a diverse range of innovative and cutting-edge companies engaged in advancements in the industry. Discover the potential growth opportunities and risks associated with investing in this dynamic sector through the OOTO ETF.
ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
