Aiolux.com: iShares ESG Aware U.S. Aggregate Bond ETF vs. Dimensional US Core Equity Market ETF - ETFs Comparison | Aiolux (2024)



Aiolux.com: iShares ESG Aware U.S. Aggregate Bond ETF vs. Dimensional US Core Equity Market ETF - ETFs Comparison | Aiolux (1) Just Launched!

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Data updated 2024-Mar-11 (Monday). Similar reports analyzed 29,845 times in last 24 hours by visitors

Compare [EAGG] iShares ESG Aware U.S. Aggregate Bond ETF with [DFAU] Dimensional US Core Equity Market ETF side by side across multiple time-frames, technicals & financials as of market close on 2024-Mar-11 (Monday) . To compare performance using custom dates or benchmarking with a custom security, try alternate view

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  • Performance
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Values adjusted for splits as applicable. Hover on cells below for additional contextual info

iShares ESG Aware U.S. Aggr... Dimensional US Core Equity ...
Change -0.15% -0.14%
Volatility 0.17% 0.62%
Streak ↓ 1 days -0.15% ↓ 2 days -0.73%
Relative Volume 0.62x 0.94x
5-d Change

+0.9% 0.96x 80% ↑20% ↓

-0.1% 1.09x 40% ↑60% ↓

10-d Change

+1.0% 0.75x 70% ↑30% ↓

+1.2% 1.03x 50% ↑50% ↓

20-d Change

+0.6% 0.93x 65% ↑35% ↓

+2.3% 1.05x 55% ↑45% ↓

30-d Change

+0.1% 0.87x 60% ↑40% ↓

+4.9% 1.00x 60% ↑40% ↓

50-d Change

-1.5% 0.98x 48% ↑52% ↓

+6.6% 1.02x 56% ↑44% ↓

100-d Change

+5.2% 0.97x 57% ↑43% ↓

+17.0% 1.06x 59% ↑41% ↓

200-d Change

-0.2% 0.98x 53% ↑48% ↓

+22.9% 1.01x 57% ↑43% ↓

MTD Change

+0.8% 71% ↑29% ↓

+0.6% 43% ↑57% ↓

QTD Change

-1.2% 50% ↑50% ↓

+7.0% 56% ↑44% ↓

YTD Change

-1.2% 50% ↑50% ↓

+7.0% 56% ↑44% ↓

52wk Change

-0.2% 51% ↑49% ↓

+30.4% 57% ↑43% ↓

Related Links Performance
Technicals
Correlations
Seasonality
Historical Analogues AI
Chart Pattern Matching AI
Performance
Technicals
Correlations
Seasonality
Historical Analogues AI
Chart Pattern Matching AI

Comparing 3-month performance for iShares ESG Aware U.S. Aggregate Bond ETF & Dimensional US Core Equity Market ETF :




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Dashboard : Market Pulse using broad themes (e.g. Growth vs. Value, Equities vs. Treasuries etc.)
Snapshots : Popular lists of stocks & etfs (best streaks, most beaten down etc. in last X days)
Market Performance : Recent performance across covered assets
Historical Performance : Prior & Subsequent performance across assets on a historical date
Market Technicals : Technical indicator levels across covered assets
Market Seasonality : Seasonal performance by calendar months across covered assets
Performance Comparison : Chart compare/benchmark performance with multiple assets over time
Side-by-Side Comparison : Contrast with other assets over time in a side-by-side presentation Currently Viewing
Sector : Analyze & compare Sector performance
Industry : Analyze & compare Industries within Sectors
: Identifying stocks/etfs which recently traded up/down in unusually elevated volumes
Swing Volatility : Identifying stocks/etfs with elevated volatility
World Explorer : Performance & Correlation between key countries across the world
Advance/Decline : Sentiment using accumulated advances & declines in S&P 500 stocks
Highs/Lows : Sentiment using frequency of key highs/lows in S&P 500 stocks
Moving Average : Sentiment using frequency of S&P 500 stocks above key moving averages
Technical Distribution : Sentiment using frequency distribution of S&P 500 stocks with bullish/bearish technical levels

Analyze market in multiple dimensions using above resources

Guide

  • Compare stocks & ETFs side-by-side across a variety of performance metrics and technical indicators
    - Hover on table cells for additional contextual details
    - Compare returns over different timespans using bottom chart functionality

  • Unusual technical indicator levels are typically color coded for quick analysis
    - Indicators like RSI, Fast/Slow Stochastic Oscillators & CCI are formatted for overbought /oversold conditions
    - Indicators like MACD & ADX are formatted for bullish/bearish momentum
    - Indicators like OBV & Chaikin AD are formatted for buying/selling pressure
    - ATR is formatted for elevated volatility

  • Details on calculation and formatting for Technicals. All technicals are calculated using daily values
    - RSI: Relative Strength Index is calculated using average daily close values and uses the standard 14 period time window to calculate the average gain/loss for the initial value. RSI is formatted for overbought (> 70)/oversold (< 30) conditions
    - MACD Delta = MACD - MACD EMA signal line. Moving Average Convergence Divergence is calculated using the 12 & 26-period Exponential Moving Averages (EMA) of daily close levels. MACD Signal is calculated using the 9-period EMA of MACD. MACD Delta is formatted for Bullish momentum (> 0) & Bearish momentum (< 0)
    - Fast Stochastic Oscillator is calculated using 14-period range to calculate %K and 3-period Simple Moving Average (SMA) to calculate %D.
    - Slow Stochastic Oscillator is calculated using the %D from earlier as Slow K and Slow D is calculated by futher applying a 3-period SMA on the Slow K(%D)
    - Fast & Slow Stochastic: Fast & Slow Stochastic Oscillator are formatted for overbought(> 80) / oversold(< 20) conditions
    - ADX : Average Directional Movement index uses plusDI and minusDI calculated using a 14 period Exponential Moving Average (EMA). ADX is formatted for strong momentum of current trend when > 25
    - CCI : Commodity Channel Index calculation is based on 20 daily periods. CCI is formatted for overbought / oversold conditions based on dynamically determinations from recent 1-year peaks and troughs for each individual security
    - ATR : Average True Range calculation is based on 14 daily period Exponential Moving Average (EMA) of the true range. High Volatility levels are dynamically determined from the top quartile of recent ATR values. ATR is formatted for elevated (blue) volatility based on recent history for each security
    - AD : Chaikin Accumulation Distribution looks at the close with respect to the daily high-low range using standard calculations for calculating Money Flow multiplier and Accumulation/Distribution. AD is formatted based on recent historic levels for each security. Purple for top quartile; Orange for bottom quartile
    - OBV : On Balance Volume looks at the days close compared to prior close. OBV is formatted based on recent historic levels for each security. Purple for top quartile; Orange for bottom quartile

  • Investors often use Contrasts provide an easy way to compare potential investments
    - To compare performance for other timespans using advanced features (e.g. benchmarking) use Custom Comparisons
  • Users typically use data on this page in the above ways. This is not an exhaustive list. For Informational purposes only. Aiolux does NOT provide Investment Advice

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    Aiolux.com: iShares ESG Aware U.S. Aggregate Bond ETF vs. Dimensional US Core Equity Market ETF - ETFs Comparison | Aiolux (2024)

    FAQs

    What is the difference between AGG and Iusb ETF? ›

    IUSB - Expense Ratio Comparison. AGG has a 0.05% expense ratio, which is lower than IUSB's 0.06% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

    Is ESGU a good investment? ›

    ESGU has a conensus rating of Moderate Buy which is based on 231 buy ratings, 54 hold ratings and 3 sell ratings.

    What is the difference between a bond fund and a bond ETF? ›

    Suitable for investors looking for cost efficiency and ease of trading. Bond ETFs often have lower expense ratios than bond funds. This is because ETFs have passive management. Bond funds may have higher expenses because of the active management and the costs associated with mutual fund operations.

    What is the highest yielding Treasury ETF? ›

    5 High-Yielding U.S. Treasury ETFs
    • Vanguard Extended Duration Treasury ETF EDV.
    • SPDR Portfolio Long Term Treasury ETF SPTL.
    • Schwab Long-Term US Treasury ETF SCHQ.
    • Vanguard Short-Term Treasury ETF VGSH.
    • SPDR Portfolio Short Term Treasury ETF SPTS.
    Feb 5, 2024

    Why should I invest in iShares? ›

    iShares®' range of ETFs makes it convenient to invest for the long term, minimize risk, and match financial goals with what matters to you.

    Are semiconductor ETFs a good long term investment? ›

    Semiconductor ETFs have significant long-term growth potential, especially with the onset of AI technology.

    Are emerging market ETFs worth it? ›

    Investing in emerging markets ETFs can be an effective way for investors to diversify their portfolios and gain exposure to the growth potential of economies, such as China and India, that are expected to expand more rapidly than developed countries in the coming years.

    Which is better, AGG or BND? ›

    Yield: AGG's 30-day SEC yield of 3.90% is slightly lower than BND's 4.09% yield. And 19 basis points is not a large difference in yield, but it can be significant for large investments over long periods of time. Performance: BND has consistently outperformed AGG, although by a thin margin.

    Is AGG a good ETF? ›

    To track the Agg, investors can use the aptly named AGG, which is one of the most popular bond ETFs, at $104 billion in assets. This ETF tracks the index by replicating its holdings for a low 0.03% expense ratio. It currently pays a 5% average yield to maturity and has an effective duration of six years.

    What is the best fixed-income ETF? ›

    The Best Bond ETFs for 2024's Economy
    TickerFund1-Mo Return
    BLVVanguard Long-Term Bond ETF9.98%
    ZROZPIMCO 25+ Year Zero Coupon US Treasury ETF16.02%
    VCITVanguard Intermediate-Term Corporate Bond ETF5.95%
    IEFiShares 7-10 Year Treasury Bond ETF4.55%
    6 more rows

    What is the difference between a unit trust and an exchange traded fund ETF? ›

    An ETF is priced continuously throughout the trading day, while the UT is priced once a day and traded via the Unit Trust Management Company (Manco). If you are a long term investor this pricing frequency should not matter to you.

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