AMAX vs. ITDH ETF Comparison

Comparison of RH Hedged Multi-Asset Income ETF (AMAX) to iShares LifePath Target Date 2060 ETF (ITDH)
AMAX

RH Hedged Multi-Asset Income ETF

AMAX Description

RH Hedged Multi-Asset Income ETF seeks total return through a combination of capital appreciation and current income. The Fund invests primarily in fixed income securities and the Fund may also invest in mortgage-related high-yield instruments rated below investment grade (commonly referred to as junk bonds) with up to 15% of the Fund's assets.

Grade (RS Rating)

Last Trade

$7.95

Average Daily Volume

9,389

Number of Holdings *

5

* may have additional holdings in another (foreign) market
ITDH

iShares LifePath Target Date 2060 ETF

ITDH Description iShares® LifePath® Target Date 2060 ETF seeks to provide retirement outcomes through exposure to a broad portfolio of ETFs which adjusts its allocation as it approaches its target date.

Grade (RS Rating)

Last Trade

$30.51

Average Daily Volume

1,232

Number of Holdings *

5

* may have additional holdings in another (foreign) market
Performance
Period AMAX ITDH
30 Days 1.01% 2.83%
60 Days 2.34% 5.30%
90 Days 1.11% 5.30%
12 Months 8.82%
1 Overlapping Holdings
Symbol Grade Weight in AMAX Weight in ITDH Overlap
IWM C 4.51% 3.95% 3.95%
AMAX Overweight 4 Positions Relative to ITDH
Symbol Grade Weight
QQQ A 20.19%
SPY A 19.83%
TLT C 18.75%
USO B 4.6%
AMAX Underweight 4 Positions Relative to ITDH
Symbol Grade Weight
IWB A -59.59%
IDEV B -25.07%
IEMG A -10.34%
IGLB B -0.96%
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