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iShares ESG Advanced Investment Grade Corporate Bo...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US46436E4373

Issuer

iShares

Inception Date

Nov 8, 2021

Region

North America (U.S.)

Leveraged

1x

Index Tracked

iBoxx MSCI ESG Advanced Liquid Investment Grade Index

Asset Class

Bond

Expense Ratio

ELQD has an expense ratio of 0.18%, which is considered low.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
ELQD vs. GABF
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Performance

Performance Chart


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S&P 500

Returns By Period

iShares ESG Advanced Investment Grade Corporate Bond ETF (ELQD) returned 2.31% year-to-date (YTD) and 5.68% over the past 12 months.


ELQD

YTD

2.31%

1M

-0.15%

6M

-0.33%

1Y

5.68%

3Y*

2.08%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

0.51%

1M

6.15%

6M

-2.00%

1Y

12.92%

3Y*

12.68%

5Y*

14.19%

10Y*

10.85%

*Annualized

Monthly Returns

The table below presents the monthly returns of ELQD, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.49%2.43%-0.50%0.04%-0.15%2.31%
2024-0.60%-1.78%1.57%-3.34%2.34%0.59%2.47%1.89%2.01%-3.20%1.63%-2.58%0.70%
20234.95%-4.03%3.72%0.47%-1.54%0.61%0.02%-1.12%-3.47%-2.24%7.46%4.77%9.25%
2022-3.64%-1.90%-2.88%-6.58%1.70%-3.14%4.32%-4.59%-5.71%-1.00%6.48%-1.37%-17.58%
2021-0.10%-0.26%-0.35%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ELQD is 56, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of ELQD is 5656
Overall Rank
The Sharpe Ratio Rank of ELQD is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of ELQD is 6464
Sortino Ratio Rank
The Omega Ratio Rank of ELQD is 5656
Omega Ratio Rank
The Calmar Ratio Rank of ELQD is 4545
Calmar Ratio Rank
The Martin Ratio Rank of ELQD is 5252
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for iShares ESG Advanced Investment Grade Corporate Bond ETF (ELQD) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

iShares ESG Advanced Investment Grade Corporate Bond ETF Sharpe ratios as of May 31, 2025 (values are recalculated daily):

  • 1-Year: 0.78
  • All Time: -0.24

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of iShares ESG Advanced Investment Grade Corporate Bond ETF compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

iShares ESG Advanced Investment Grade Corporate Bond ETF provided a 4.23% dividend yield over the last twelve months, with an annual payout of $3.43 per share. The fund has been increasing its distributions for 3 consecutive years.


0.00%1.00%2.00%3.00%4.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.502021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021
Dividend$3.43$3.38$3.05$2.41$0.29

Dividend yield

4.23%4.21%3.66%3.05%0.29%

Monthly Dividends

The table displays the monthly dividend distributions for iShares ESG Advanced Investment Grade Corporate Bond ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.29$0.31$0.30$0.28$1.17
2024$0.00$0.28$0.28$0.28$0.29$0.28$0.29$0.28$0.29$0.28$0.28$0.56$3.38
2023$0.00$0.23$0.23$0.24$0.25$0.25$0.25$0.26$0.25$0.26$0.27$0.55$3.05
2022$0.00$0.17$0.18$0.18$0.18$0.19$0.20$0.20$0.20$0.22$0.21$0.49$2.41
2021$0.29$0.29

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the iShares ESG Advanced Investment Grade Corporate Bond ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the iShares ESG Advanced Investment Grade Corporate Bond ETF was 23.89%, occurring on Oct 20, 2022. The portfolio has not yet recovered.

The current iShares ESG Advanced Investment Grade Corporate Bond ETF drawdown is 8.22%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-23.89%Dec 6, 2021220Oct 20, 2022
-1.64%Nov 11, 20219Nov 23, 20217Dec 3, 202116
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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