iShares Thematic Funds Summary Page

for period ending May 31, 2025

More ways to view this list of iShares funds:
by Category: Broad, Digital Assets, Focused, High Yield, Infl Protected, Intermed Term, International, Large Cap, Long Term, Mid Cap, Mortg Backed, Multi Cap, Multisector, Regions, Sectors, Short Term, Small Cap, Target Date, Target Risk, Tax Exempt, Thematic

In the scatterplots below the dots nearest the top left indicate the best risk vs. return combination. Select any dot to see its ticker symbol or id. Click any dot to see details. Use the table below to compare performance of all the iShares funds.
Sort any column by clicking the heading in the gray row. Click any iShares fund name below for full details.

Maximum Drawdown vs. Annual Return
● iShares Funds: Thematic ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)
  Total Return, annualized % Max DrawDown
iShares Fund Name ID Peer Group 1 month YTD 1 year 3 year 5 year 10 year 15 year 20 year 15 year 20 year
U.S. Total Bond Market BND Benchmark -0.7% 2.5% 5.4% * * * * * * *
S&P 500 SPY Benchmark 6.3% 0.9% 13.2% * * * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark 3.5% 1.3% 10.0% * * * * * * *
MSCI Global Min Vol Factor ACWV Global Equity 1.2% 8.4% 16.0% * * * * * * *
MSCI Global Qual Factor AQLT Global Equity 5.0% 1.9%   * * * * * * *
MSCI ACWI Low Carbon Target CRBN U.S. Equity 5.7% 4.9% 14.5% * * * * * * *
ESG Adv MSCI EAFE DMXF U.S. Equity 4.6% 13.4% 9.4% * * * * * * *
MSCI KLD 400 Social DSI Global Equity 8.9% 0.8% 11.3% * * * * * * *
U.S. Eq. Factor Rotation Act. DYNF U.S. Equity 6.9% 1.7% 16.5% * * * * * * *
ESG Aware Agg Allocation EAOA U.S. Equity 4.5% 3.8% 10.7% * * * * * * *
ESG Aware Cons Alloc EAOK U.S. Equity 1.2% 2.6% 7.0% * * * * * * *
ESG Aware Mod Alloc EAOM U.S. Equity 1.9% 2.8% 7.8% * * * * * * *
ESG Aware Growth Alloc EAOR U.S. Equity 3.2% 2.9% 9.0% * * * * * * *
ESG Aware MSCI EAFE ESGD Global Equity 4.6% 16.4% 12.3% * * * * * * *
ESG Aware MSCI USA ESGU U.S. Equity 6.5% 0.4% 13.0% * * * * * * *
ESG MSCI USA Min Vol Fctr ESMV U.S. Equity 1.5% 3.5% 11.7% * * * * * * *
Focused Value Factor FOVL U.S. Equity 5.4% 1.5% 18.0% * * * * * * *
MSCI USA Qual GARP GARP U.S. Equity 9.1% 1.2% 16.9% * * * * * * *
Global Eq. Factor GLOF Global Equity 5.8% 6.5% 13.2% * * * * * * *
MSCI Intl Mom Fac IMTM Global Equity 5.6% 19.5% 16.5% * * * * * * *
U.S. Ind Rotation Act INRO U.S. Equity 6.2% -0.6% 10.7% * * * * * * *
Intl Eq Factor INTF Global Equity 5.1% 17.9% 14.5% * * * * * * *
MSCI Intl Qual Factor IQLT Global Equity 3.8% 15.4% 10.1% * * * * * * *
MSCI Int'l Value Fac IVLU Global Equity 5.4% 21.4% 17.8% * * * * * * *
US Carbon Trans. Readiness LCTU U.S. Equity 6.5% 0.6% 13.2% * * * * * * *
U.S. Eq. Factor LRGF U.S. Equity 6.1% 1.7% 14.4% * * * * * * *
MSCI USA Momentum MTUM U.S. Equity 10.5% 20.9% 35.0% * * * * * * *
Paris-Aligned Cli MSCI World PABD Global Equity 4.7% 16.4% 16.7% * * * * * * *
Paris-Align Climate MSCI USA PABU Global Equity 7.3% -1.1% 13.7% * * * * * * *
MSCI USA Qual Fact QUAL Global Equity 4.5% -0.4% 7.9% * * * * * * *
MSCI USA Size Fact SIZE U.S. Equity 4.9% 1.2% 10.1% * * * * * * *
MSCI USA ESG Sel SUSA U.S. Equity 6.2% 0.6% 13.0% * * * * * * *
ESG MSCI USA Ldrs SUSL U.S. Equity 8.3% 0.8% 11.3% * * * * * * *
U.S. Thematic Rotation THRO U.S. Equity 6.6% 1.5% 14.8% * * * * * * *
Climate Con & Trans MSCI USA USCL U.S. Equity 5.9% -4.8% 8.7% * * * * * * *
MSCI USA Min Vol Factor USMV Global Equity 1.0% 5.7% 14.8% * * * * * * *
ESG Adv MSCI USA USXF U.S. Equity 8.5% 2.4% 13.5% * * * * * * *
MSCI USA Value Factor VLUE U.S. Equity 4.3% 1.9% 5.6% * * * * * * *
ESG Scrnd S&P 500 XVV U.S. Equity 6.6% 0.5% 13.6% * * * * * * *