AOM vs. HYTR ETF Comparison

Comparison of iShares Core Moderate Allocation ETF (AOM) to CP High Yield Trend ETF (HYTR)
AOM

iShares Core Moderate Allocation ETF

AOM Description

The investment seeks to track the investment results of the S&P Target Risk Moderate Index composed of a portfolio of underlying equity and fixed income funds intended to represent a moderate target risk allocation strategy. The fund is a fund of funds and seeks its investment objective by investing primarily in underlying funds that themselves seek investment results corresponding to their own respective underlying indexes. It generally will invest at least 90% of its assets in the component securities of the underlying index. The index measures the performance of the S&P Dow Jones Indices LLC proprietary allocation model.

Grade (RS Rating)

Last Trade

$43.15

Average Daily Volume

112,505

Number of Holdings *

7

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

CP High Yield Trend ETF

HYTR Description The investment seeks to provide investment results that track, before fees and expenses, the performance of the CP High Yield Trend Index(the index). The fund seeks to achieve its investment objective by investing at least 80% of its net assets in securities included in the index. The rules-based index is comprised of a blend of allocations to two asset classes: U.S. high yield corporate bond exchange-traded funds (ETFs) and U.S. 3-7 year Treasury ETFs.

Grade (RS Rating)

Last Trade

$21.54

Average Daily Volume

684

Number of Holdings *

1

* may have additional holdings in another (foreign) market
Performance
Period AOM HYTR
30 Days 1.23% 0.87%
60 Days 3.07% 1.34%
90 Days 3.02% 2.25%
12 Months 12.04% 8.98%
0 Overlapping Holdings
Symbol Grade Weight in AOM Weight in HYTR Overlap
AOM Overweight 7 Positions Relative to HYTR
Symbol Grade Weight
IUSB A 50.01%
IVV A 23.7%
IDEV B 11.31%
IAGG A 8.81%
IEMG A 4.11%
IJH D 1.36%
IJR D 0.59%
AOM Underweight 1 Positions Relative to HYTR
Symbol Grade Weight
USHY A -39.84%

HYTR: Top Represented Industries & Keywords

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