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Wednesday, August 19, 2026The Morning Brief →Sign in
VEGIISharesINDEX

iShares MSCI Global Agriculture Producers ETF

$44.32+0.17% today
384752-WK

The fund generally will invest at least 80% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index measures the combined performance of equity securities of companies in both developed and emerging markets that are primarily engaged in the business of agriculture. The fund is non-diversified.

Price & daily flows
46.245.043.744.32DAILY NET FLOWFeb 17Apr 17Jun 17Aug 19

SOURCE: MARKET TAPE & DAILY CREATION/REDEMPTION RECORDS · 6M SHOWN · NET +$40M OVER THIS RANGE

The desk’s read

Money is leaving — −$7M walked out over the past month, about 4.6% of the fund's asset base, while the price has returned +13.6% so far this year. At 0.39% a year it is not the cheapest way in — IJH runs the same ground at 0.05%.

COMPOSED FROM THE FUND’S OWN DAILY RECORDS · UPDATED WITH EACH REFRESH

$146Massets under management
0.39%expense ratio · $39 per $10,000 a year
−$7Mnet flow, trailing month
41Kavg daily volume, 30 days
213holdings · US-domiciled
2012listed January 30, 2012 · beta 0.35
The book at a glance
DE-1.5%CTVA+2.7%ADM+1.4%NTR+1.6%BGDAR+0.6%TTC-1.3%CNH-2.5%LW-0.9%MOS-0.3%INGR+1.8%AGCO-1.4%ICL-0.9%CALM

CELL SIZE IS PORTFOLIO WEIGHT · COLOR IS TODAY’S MOVE · TOP 40 POSITIONS

HoldingsDownload CSV
#HoldingWeightPriceDay52-wk
1DEDEERE &27.63%$591.22-1.5%
2CTVACORTEVA9.66%$77.99+2.7%
3ADMARCHER-DANIELS-MIDLAND7.41%$82.43+1.4%
4NTRNUTRIEN6.22%$69.40+1.6%
5AEPAMERICAN ELECTRIC POWER CO0.08%$126.42-0.0%
6CFCF INDUSTRIES HOLDINGS3.42%$119.72+1.7%
7BGBUNGE2.74%$114.43-0.4%
8INGING GROEP0.11%$35.48-0.4%
9DARDARLING INGREDIENTS2.03%$68.06+0.6%
10TTCTORO1.79%$96.41-1.3%
11CNHCNH Industrial1.69%$10.04-2.5%
12LWLAMB WESTON HOLDINGS1.30%$52.03-0.9%
13MOSMOSAIC1.28%$21.16-0.3%
14INGRINGREDION1.23%$105.51+1.8%
15AGCOAGCO1.13%$98.46-1.4%

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Sector weights
Industrials36.57%
Consumer Staples33.32%
Materials29.74%
Cash and/or Derivatives0.32%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Country weights
United States64.18%
Canada6.59%
Norway4.64%
Japan4.38%
India3.94%
Saudi Arabia2.64%
Malaysia2.57%
China2.29%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Performance
1 week-1.2%
1 month-1.4%
3 months-1.6%
6 months-3.3%
YTD+13.6%
1 year
3 years

PRICE RETURN, DISTRIBUTIONS NOT REINVESTED

Net flows
1 week
1 month−$7M
3 months−$9M
YTD+$48M
1 year+$44M

CREATION/REDEMPTION DOLLARS, DAILY RECORDS

Monthly net flows
AugSepOctNovDecJanFebMarAprMayJulAug
DAILY CREATION/REDEMPTION RECORDS, TRAILING TWELVE MONTHS
The risk read
16%realized volatility, 30 days (annualized)
15%realized volatility, 1 year
-9.3%deepest fall from a peak, 1 year
-6.0%where it sits vs. that peak today

The top holding is 27.6% of the book; the top ten carry 66%. Spread across 130+ names, it behaves like roughly 10 equally-weighted positions.

VOLATILITY & DRAWDOWN FROM THE DAILY TAPE · CONCENTRATION FROM THE LATEST DISCLOSED BOOK

Options tape
1calls today
puts today
put/call ratio
21Kshares traded
Most-traded holdings, options premiumBullishBearish
DE DEERE &$2M$3M
ADM ARCHER-DANIELS-MIDLAND$612,471$710,476
DAR DARLING INGREDIENTS$452,625$465,039
CF CF INDUSTRIES HOLDINGS$280,621$632,521
MOS MOSAIC$86,914$548,235

TODAY’S OPTIONS PREMIUM IN THE FUND’S UNDERLYING NAMES

The case against VEGI

Due diligence cuts both ways. These funds sit on the same shelf and beat VEGI on at least one dimension that matters — the fee, the asset base, or where the money is going.

FundFeeAssetsFlow, 1MThe case
IJH iShares Core S&P Mid-Cap ETF0.05%$128.4B+$547M-34bp on fee · 878× the assets · +$547M in over the monthHead-to-head
IDEV iShares Core MSCI International Developed Markets ETF0.04%$32.7B+$104M-35bp on fee · 223× the assets · +$104M in over the monthHead-to-head
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF0.04%$23.4B+$520M-35bp on fee · 160× the assets · +$520M in over the monthHead-to-head
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF0.04%$18.7B+$312M-35bp on fee · 128× the assets · +$312M in over the monthHead-to-head
IEFA iShares Core MSCI EAFE ETF0.07%$195.3B+$631M-32bp on fee · 1335× the assets · +$631M in over the monthHead-to-head
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InstrumentsHarvest substitutesTrade cost at $1MClient tearsheetStress this fund
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