4 min readBy Ron Koren ETF Insider
DAX VS FLGR: Tracking and Exposure
Whether it's the focused exposure to the largest companies through DAX or the broader coverage offered by FLGR, each ETF brings its advantages.
The issuer of the RBND ETF, State Street Global Advisors, has a long-standing reputation for providing innovative and diversified investment solutions. With a commitment to ESG (Environmental, Social, and Governance) investing, State Street Global Advisors seeks to track the performance of the Bloomberg SASB® US Corporate ESG Ex-Controversies Select Index. This index reflects the performance of investment-grade corporate bonds issued by companies demonstrating strong ESG characteristics while maintaining risk and return profiles comparable to the Bloomberg US Corporate Index. State Street Global Advisors utilizes a robust screening process, incorporating the R-FactorTM score, to construct the RBND ETF's portfolio, ensuring it aligns with ESG principles and responsible investing practices. Investors looking for exposure to ESG-focused corporate bonds can rely on RBND as a responsible and sustainable investment option.
While the iShares Sustainable U.S. Bond ETF (RBND) primarily centers around sustainable and socially responsible fixed-income investments, it also considers dividend distributions. RBND reflects the dividend distribution of the underlying U.S. bond holdings, which are chosen based on sustainability criteria. Investors can anticipate periodic dividend distributions, influenced by the interest income generated by the sustainable bonds in the portfolio. RBND provides an avenue for investors to align their fixed-income strategy with sustainability goals while potentially earning income through dividend distributions.
RBND, the SPDR Bloomberg SASB® US Corporate ESG Ex-Controversies Select ETF, aims to track the performance of the Bloomberg SASB® US Corporate ESG Ex-Controversies Select Index. This ETF employs a sampling strategy, meaning it doesn't need to purchase all the securities in the index but aims to hold a portfolio with similar risk and return characteristics. Under normal market conditions, RBND generally invests a substantial portion of its assets in securities from the index, striving to align with the environmental, social, and governance (ESG) characteristics of the Bloomberg US Corporate Index. Additionally, RBND may use derivatives and invest in debt securities outside the index to manage cash flows effectively while incorporating ESG criteria to screen its investments.
The correlation aspect of the SPDR Bloomberg SASB® US Corporate ESG Ex-Controversies Select ETF (RBND) is essential for investors looking to understand its behavior in relation to socially responsible corporate bonds. As RBND aims to track the Bloomberg SASB® US Corporate ESG Ex-Controversies Select Index, its correlation with the ESG corporate bond market is a key consideration.
The RBND ETF, known as the State Street Global Advisors Bloomberg SASB® US Corporate ESG Ex-Controversies Select ETF (RBND), primarily focuses on the investment-grade corporate bonds of companies that exhibit specific environmental, social, and governance (ESG) characteristics. RBND aims to track the Bloomberg SASB® US Corporate ESG Ex-Controversies Select Index, which uses a screening process to select securities that meet ESG criteria while minimizing exposure to controversial categories. As of August 31, 2022, the fund's holdings were concentrated in the financial and industrial sectors, reflecting its commitment to responsible investing and sustainable practices.
RBND, or the State Street Global Advisors Bloomberg SASB® US Corporate ESG Ex-Controversies Select ETF, is a unique exchange-traded fund designed to track the performance of the Bloomberg SASB® US Corporate ESG Ex-Controversies Select Index. This index focuses on investment-grade corporate bonds issued by both U.S. and non-U.S. industrial, utility, and financial institutions, provided they have a remaining maturity of greater than or equal to 1 year and have $300 million or more of par amount outstanding. RBND''s exposure is concentrated in the financial and industrial sectors, though this allocation may change over time. The index employs environmental, social, and governance (ESG) criteria to screen securities within the parent index, which are then assigned scores based on their ESG performance using the Responsibility or R-FactorTM score developed by State Street Global Advisors. RBND offers investors the opportunity to invest in a portfolio of ESG-focused corporate bonds while maintaining risk and return characteristics comparable to the Bloomberg US Corporate Index.
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4 min readWhether it's the focused exposure to the largest companies through DAX or the broader coverage offered by FLGR, each ETF brings its advantages.
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