EAOR vs. WTBN ETF Comparison

Comparison of iShares ESG Aware Growth Allocation ETF (EAOR) to WisdomTree Bianco Total Return Fund (WTBN)
EAOR

iShares ESG Aware Growth Allocation ETF

EAOR Description

The investment seeks to track the investment results of the BlackRock ESG Aware Growth Allocation Index (the ?underlying index?). The fund is a fund of funds and seeks to achieve its investment objective by investing primarily in underlying funds that themselves seek investment results corresponding to their own respective underlying indexes each of which takes into account ESG characteristics. The underlying index is composed of a portfolio of underlying equity and fixed income funds with positive environmental, social, and governance characteristics intended to represent a growth risk profile.

Grade (RS Rating)

Last Trade

$32.00

Average Daily Volume

2,369

Number of Holdings *

5

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

WisdomTree Bianco Total Return Fund

WTBN Description Under normal circumstances, the fund primarily invests in the constituent exchange-traded funds ("ETF") of the index. The index, created by Bianco Research Advisors LLC, is composed of approximately 5 to 20 fixed income ETFs that are specifically selected and weighted using a modified market-capitalization weighting scheme to achieve specified factor exposures.

Grade (RS Rating)

Last Trade

$25.17

Average Daily Volume

26,313

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period EAOR WTBN
30 Days 0.98% 0.08%
60 Days 0.01% -2.15%
90 Days 1.21% -1.29%
12 Months 16.38%
0 Overlapping Holdings
Symbol Grade Weight in EAOR Weight in WTBN Overlap
EAOR Overweight 5 Positions Relative to WTBN
Symbol Grade Weight
EAGG C 40.19%
ESGU A 37.5%
ESGD D 12.54%
ESGE D 5.95%
ESML A 3.74%
EAOR Underweight 10 Positions Relative to WTBN
Symbol Grade Weight
MBB C -26.83%
IEF F -10.03%
SCHQ F -10.01%
STIP C -10.01%
USDU A -9.97%
VCIT D -8.01%
VCLT D -5.14%
LQDB D -5.0%
IEI D -2.0%
SCHO C -1.5%
Compare ETFs