ETF Analysis
iShares 3-7 Year Treasury Bond ETF (IEI) ETF Analysis
iShares 3-7 Year Treasury Bond ETF (IEI) ETF analysis covering performance, holdings context, risk, drawdowns, volatility, momentum, dividends, valuation exposure, and the current AlgovestIQ assessment.
iShares 3-7 Year Treasury Bond ETF (IEI) currently has an AIQ Score of 59/100, indicating a neutral setup. Risk is the strongest factor at 85/100. Value is the weakest current factor at 45/100. Performance, momentum, risk, distribution, and exposure evidence should be read together at the latest market-close snapshot.
IEI at a Glance
Crawlable current metrics from the latest market-close ETF snapshot.
| Metric | Current |
|---|---|
| Price | $113.97 |
| AIQ Score | 59/100 |
| Overall View | Neutral |
| Technical Analysis Consensus | Neutral |
| Fund Size | $16.83B |
| Expense Ratio | 0.15% |
| Holdings Count | 85 |
| NAV | $114.00 |
| Asset Class | Fixed Income |
| Primary Exposure | Treasuries (99.69%) |
| Issuer | IShares |
| Domicile | US |
| Inception Date | Jan 5, 2007 |
| Distribution Yield | 3.82% |
| Beta | 0.67 |
| Average Volume | 1.83M |
| 52-week range | $112.88-$120.78 |
| RSI 14 | 65.92 |
| 50-Day SMA | $114.82 |
| 200-Day SMA | $117.30 |
| Risk Score | 85/100 |
| Momentum Score | 55/100 |
| Value Exposure Score | 45/100 |
IEI Long-Horizon ETF Performance
Trailing returns, growth of $10,000, drawdown history, and calendar-year returns from available daily closes.
| Period | Total return | Annualized | Max drawdown | Start date |
|---|---|---|---|---|
| 1Y | -5.18% | -5.18% | -6.25% | Oct 20, 2025 |
| 3Y | 1.72% | 0.57% | -6.25% | Oct 20, 2023 |
| 5Y | -11.56% | -2.43% | -14.02% | Oct 22, 2021 |
| 10Y | -11.56% | -2.43% | -14.02% | Oct 22, 2021 |
Growth of $10,000
Indexed to the first available close in this history window.
Drawdown History
Peak-to-trough decline from each prior high over the available window.
Calendar-Year Returns
Full-year returns where available, with the current calendar year shown as YTD.
IEIiShares 3-7 Year Treasury Bond ETF
Financial Services / Asset Management - Bonds
Low Priority
Above Peers
Latest quote
- Momentum55
- Value45
- Quality63
- Risk resilience85
- Sentiment—
IEI ETF Analysis Summary
iShares 3-7 Year Treasury Bond ETF (IEI) currently has an AIQ Score of 59/100, indicating a neutral setup. Risk resilience is the strongest factor at 85/100. Value is the weakest current factor at 45/100. Performance, exposure, distribution, momentum, and risk evidence should be read together at the latest market-close snapshot.
In a neutral regime, IEI has AIQ Score of 59/100 with Risk resilience base of 85/100 and fading Value at 45/100. Wait for component alignment before adding exposure.
Risk resilience (85/100) leads while Value (45/100) lags. This cross-factor spread creates entry timing uncertainty.
Financial Services · -0.04% ETF move · IEI classified in Asset Management - Bonds.
Current Evidence
AlgovestIQ Evidence Summary
Current consensus, supporting evidence, recent changes, and what would strengthen or weaken the view.
Is IEI Bullish or Bearish Right Now?
IEI currently has a neutral overall setup. Risk Resilience is the strongest factor at 85/100, while Value is weakest at 45/100. The current evidence suggests a mixed rather than strongly bullish or bearish setup.
- - Quality is supportive at 63/100.
- - Risk Resilience is supportive at 85/100.
- - Price is -2.84% below its 200-day SMA.
Current Consensus
IEI's Technical Analysis Consensus is currently Neutral, with 14 buy, 17 neutral, and 14 sell votes. IEI's 14-day RSI is 65.92, which places the ETF in a constructive momentum range. IEI's beta is 0.67, indicating lower market sensitivity than the broad market.
What Changed in IEI?
The largest recent change in IEI is Momentum moving up by 9.0 points over the available 7-day comparison window. Risk Resilience remains the strongest visible factor.
What Would Change the IEI Outlook?
The current neutral outlook could improve if AIQ moves above 70, momentum recovers, risk resilience improves, and price confirms a stronger trend above the 50-day and 200-day moving averages. It would weaken if AIQ falls below 40, price loses long-term moving-average support, distribution or liquidity context deteriorates, or risk evidence worsens.
AIQ > 70, RSI above 55, price above SMA-50/SMA-200, and positive market-context evidence.
AIQ below 40, RSI below 45, loss of SMA-200, negative revisions, or rising volatility and drawdown risk.
IEI Decision Framework
Public evidence layers, setup checks, and risk context for iShares 3-7 Year Treasury Bond ETF.
iShares 3-7 Year Treasury Bond ETF (IEI) ETF Analysis
iShares 3-7 Year Treasury Bond ETF has an AIQ Score of 59/100 in a Neutral regime. Risk is strongest at 85/100. Beta is 0.67, below market sensitivity. Review the supporting etf factors together before drawing a conclusion from any single score.
| Evidence Layer | Public Evidence |
|---|---|
| Regime Context | IEI is in a Neutral AIQ regime with score 59/100. |
| Signal Conflict | The primary conflict is that risk leads at 85/100 while value lags at 45/100. |
| Factor Evidence | Momentum 55/100 · Value 45/100 · Quality 63/100 · Risk 85/100 |
| Persistence | Current snapshot evidence is shown; historical persistence remains in AIQ Pro. |
Current Setup Checklist
Risk is the strongest factor at 85/100.
Momentum is 55/100 and RSI (14) is 65.9.
IEI is in a Neutral regime at 59/100.
Risk factor is 85/100 with beta 0.67 and annual volatility 3.34%.
Current conflict: risk leads at 85/100 while value lags at 45/100.
IEI Research Cluster
ETF-specific paths for performance, risk, distributions, market context, data, comparisons, and news.
IEI ETF Analytics
IEI holdings context, yield, risk, valuation exposure, momentum, and AIQ evidence.
IEI Technical Analysis
IEI technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.
IEI ETF Market Context
Track IEI market context, news pressure, trend changes, income events, and current allocation evidence.
IEI Distribution Analysis
IEI distribution yield, annualized distributions, payment history, and income context.
IEI ETF Data
IEI available fund data, market metrics, technical readings, risk measures, and AIQ evidence.
IEI Risk Analysis
IEI volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.
IEI ETF News
IEI ETF news, market tone, recent headlines, and catalyst context.
IEI vs Fixed Income — Government Peers
Current peer cohort: IEI · RFIX · SCHO · SCHP · SCHR. Compare AIQ, factor scores, Sharpe ratio and 1-year volatility in one indexable view.
| Peer | AIQ | Value | Momentum | Risk | Sharpe | 1Y Volatility | Compare |
|---|---|---|---|---|---|---|---|
| IEI Current ETF | 59/100 | 45/100 | 55/100 | 85/100 | -2.77 | 3.34% | Current |
| RFIX Simplify Bond Bull ETF | 41/100 | 36/100 | 52/100 | 29/100 | -0.75 | 27.64% | IEI vs RFIX |
| SCHO Schwab Short-Term U.S. Treasury ETF | 65/100 | 73/100 | 51/100 | 73/100 | -3.62 | 1.74% | IEI vs SCHO |
| SCHP Schwab U.S. TIPS ETF | 58/100 | 36/100 | 59/100 | 85/100 | -2.54 | 3.91% | IEI vs SCHP |
| SCHR Schwab Intermediate-Term U.S. Treasury ETF | 68/100 | 73/100 | 55/100 | 88/100 | -2.66 | 3.70% | IEI vs SCHR |
Peer cohort is resolved dynamically from the AlgovestIQ universe taxonomy and Compare relationship graph. Data as of Oct 21, 2026.
About the AIQ Score
Methodology for the current ETF evidence.
The AlgovestIQ AIQ Score combines multiple dimensions of ETF evidence, including momentum, valuation exposure, quality, risk resilience, sentiment context, and timing signals. It is a descriptive research score, not a guarantee of future performance or a personalized recommendation.
View AIQ methodologyFactor Diagnostics
A compact bridge from the AIQ score to the evidence tabs.
Valuation exposure across the fund's holdings.
Quality context inferred from fund exposure and available evidence.
Trend, momentum, volume, and timing confirmation.
Resilience, volatility, beta, drawdown, and tail risk.
News and event pressure around the setup.
Open the return calculator with ETF context while purchase price, shares, dates and fees remain user inputs.
AIQ Component Profile
Compare the five component scores on one consistent 0–100 scale.
Review earnings timing, revisions, news pressure, and prior event reactions in one place.
Open catalystsNo quarterly financial rows in this snapshot.
Checked Oct 21, 2026
Explore factor drivers, conflicts, persistence, and scenario sensitivity in the advanced workspace.
ETF Analytics Snapshot
Current ETF evidence uses fund profile, cost, size, distribution, momentum, and risk fields.
ETF pages use fund-native profile fields for cost, size, liquidity, holdings breadth, NAV, issuer, and launch date.
Market Confirmation
Technicals are summarized first, with the indicator library behind it.
Risk Alignment
Higher resilience is stronger; exposure metrics stay separate.
Continue Researching IEI
Open the detailed evidence pages and workflows behind the stock overview read.
Premium Feature
Full AIQ Analysis
AIQ Intelligence
AIQ Pro for IEI
Scenario Analysis
AIQ Scenario Builder
Portfolio Implication
Related Links
IEI ETF FAQ
What is IEI ETF price today?
IEI is currently shown at $113.97. Use the live quote with the 52-week range and AIQ context before comparing funds.
What is IEI's 52-week high and low?
IEI's 52-week range is $112.88 to $120.78 based on the latest completed market-close snapshot from Oct 21, 2026. A price near either extreme should be evaluated with volatility and trend evidence.
Does IEI pay a dividend?
IEI's current distribution yield is 3.82% based on the latest completed market-close snapshot from Oct 21, 2026. For ETFs, dividend yield should be compared with expense ratio, holdings, and risk.
What should investors compare before buying IEI?
Compare IEI's price trend, expense profile, yield, holdings exposure, volatility, and AIQ signal. ETF decisions should focus on portfolio fit as much as current momentum.