USA

iShares Edge U.S. Fixed Income Balanced Risk ETF

The iShares Interest Rate Hedged 10+ Year Credit Bond ETF (the “Fund”) seeks to mitigate the interest rate risk of a portfolio composed of investment-grade U.S. corporate bonds and U.S. dollar-denominated bonds, including those of non-U.S. corporations and governments, with remaining maturities greater than ten years.

$89.31

Key Metrics

TER 0.25% per year
Distribution policy Distributing
Fund size N/A
Inception date February 23, 2015
Holdings 0
Fund currency USD
Fund domicile US
Provider iShares
For full official fund details, factsheets, and holdings, visit ishares.com (opens in new tab).

Compare similar ETFs

Fund Size
Dividend
Fees
Current
Edge U.S. Fixed Income Balanced Risk ETF FIBR
Fund Size
-
Dividend
4.7%
Fees
0.25%
Core S&P 500 ETF IVV
Fund Size
$890B
Dividend
1.1%
Fees
0.03%
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPYM
Fund Size
$154B
Dividend
1.0%
Fees
0.02%
Core U.S. Aggregate Bond ETF AGG
Fund Size
$141B
Dividend
4.2%
Fees
0.03%
S&P 500 Equal Weight ETF RSP
Fund Size
$101B
Dividend
1.5%
Fees
0.20%
View 428 similar ETFs →

Historical Return

Last updated: Oct 01, 2026
1 Year N/A
3 Years (avg.) +2.9% +4.7% Div
5 Years (avg.) -2.3% +4.7% Div

Risk & Analysis Metrics

Last updated: Oct 01, 2026

Volatility

N/A 1 Year
3.21% 3 Years
5.37% 5 Years
4.70% 10 Years

Max Drawdown

N/A 1 Year
-3.21% 3 Years
-20.00% 5 Years
-21.89% 10 Years

Sharpe Ratio

N/A 1 Year
-0.45 3 Years
-1.21 5 Years
-1.15 10 Years

Return Triangle (Heatmap)

Last updated: Oct 01, 2026
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
2015 -2.5% -0.2% 0.1% -0.9% 0.5% 0.5% 0.0% -2.1% -1.5% -1.3% -0.9%
2016 2.1% 1.5% -0.4% 1.3% 1.1% 0.5% -2.1% -1.4% -1.1% -0.8%
2017 0.9% -1.7% 1.0% 0.9% 0.1% -2.7% -1.9% -1.5% -1.1%
2018 -4.1% 1.1% 0.9% 0.0% -3.4% -2.4% -1.9% -1.3%
2019 6.6% 3.5% 1.4% -3.3% -2.0% -1.5% -0.9%
2020 0.4% -1.2% -6.3% -4.1% -3.0% -2.1%
2021 -2.7% -9.5% -5.5% -3.9% -2.6%
2022 -15.9% -6.9% -4.3% -2.6%
2023 3.0% 2.2% 2.3%
2024 1.3% 2.0%
2025 2.6%

Distributions

*by ETF Portfolio Weight Last updated: Not yet calculated

Profit Margin Distribution

< 0%
0%
1y 3y N/A N/A
0 - 5%
0%
1y 3y N/A N/A
5 - 10%
0%
1y 3y N/A N/A
10 - 15%
0%
1y 3y N/A N/A
15 - 20%
0%
1y 3y N/A N/A
20 - 30%
0%
1y 3y N/A N/A
30 - 40%
0%
1y 3y N/A N/A
> 40%
0%
1y 3y N/A N/A

P/E Ratio Distribution

< 0
0%
1y 3y N/A N/A
0 - 10
0%
1y 3y N/A N/A
10 - 15
0%
1y 3y N/A N/A
15 - 20
0%
1y 3y N/A N/A
20 - 25
0%
1y 3y N/A N/A
25 - 35
0%
1y 3y N/A N/A
35 - 50
0%
1y 3y N/A N/A
> 50
0%
1y 3y N/A N/A

Discounted Cash Flow

Weighted Average Undervaluation
N/A
Undervalued
> 60%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
15 - 30%
0%
1y 3y N/A N/A
Fair (&plusmn;15%)
0%
1y 3y N/A N/A
Overvalued
15 - 30%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
> 60%
0%
1y 3y N/A N/A

Market Cap Size Distribution

Micro Cap
0.0%
1y 3y N/A N/A
Small Cap
0.0%
1y 3y N/A N/A
Mid Cap
0.0%
1y 3y N/A N/A
Large Cap
0.0%
1y 3y N/A N/A
Mega Cap
0.0%
1y 3y N/A N/A
Micro: < $300M Small: $300M–$2B Mid: $2B–$10B Large: $10B–$200B Mega: > $200B

Portfolio Concentration

*by ETF Portfolio Weight Last updated: Not yet calculated
N/A Top 5 Holdings
N/A Top 10 Holdings
N/A Top 50 Holdings
N/A Top 100 Holdings

Latest News

No news available for this ETF yet.

Countries

United States 81.4%
Other 18.6%

No investments found

This ETF does not have any holdings data available yet.