Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.18% 0.03% 247.92M 155189.4
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.99% 35.00% 229.42M Upgrade

Basic Info

Investment Strategy
The Fund seeks to track the investment results of an index composed of US large- and mid-cap equities that exhibit value characteristics as well as positive environmental, social and governance characteristics, as identified by the index provider, and risk and return characteristics like those of the parent index.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Value Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name BlackRock
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
--
14.24%
13.16%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.22%
-9.49%
28.86%
-9.90%
35.30%
-5.63%
11.70%
14.38%
16.38%
-1.12%
26.79%
5.06%
25.66%
-7.55%
12.34%
15.79%
16.64%
-2.03%
24.68%
6.58%
18.81%
-7.45%
15.46%
13.17%
15.06%
-6.96%
26.17%
10.67%
24.09%
-5.85%
12.18%
20.18%
16.07%
As of December 06, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.05%
Stock 99.81%
Bond 0.04%
Convertible 0.00%
Preferred 0.00%
Other 0.10%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The Fund seeks to track the investment results of an index composed of US large- and mid-cap equities that exhibit value characteristics as well as positive environmental, social and governance characteristics, as identified by the index provider, and risk and return characteristics like those of the parent index.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Value Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name BlackRock
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders