HYSA vs. IBAT ETF Comparison

Comparison of BondBloxx USD High Yield Bond Sector Rotation ETF (HYSA) to iShares Energy Storage & Materials ETF (IBAT)

HYSA

BondBloxx USD High Yield Bond Sector Rotation ETF

HYSA Description

The fund is "actively managed" and does not seek to replicate the performance of a specified index. The fund is newly organized and operates as a "fund of funds," meaning that it primarily invests its assets in securities of other ETFs. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$15.12

Average Daily Volume

6,886

Number of Holdings ^*

* may have additional holdings in another (foreign) market

IBAT

iShares Energy Storage & Materials ETF

IBAT Description

The index measures the performance of equity securities of companies involved in energy storage solutions aiming to support the transition to a low carbon economy, including hydrogen, fuel cells, and batteries as determined by STOXX Ltd. The fund generally will invest at least 90% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$23.73

Average Daily Volume

415

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	HYSA	IBAT
30 Days	-0.42%	-7.62%
60 Days	1.17%	-3.25%
90 Days	3.21%	3.19%
12 Months	13.18%

0 Overlapping Holdings

	Symbol	Grade	Weight in HYSA	Weight in IBAT	Overlap

HYSA Overweight 7 Positions Relative to IBAT

Symbol	Grade	Weight
XHYI	A	24.09%
XHYT	A	20.28%
XHYF	A	14.06%
XHYC	A	12.63%
XHYE	B	10.02%
XHYH	C	9.89%
XHYD	A	8.91%

HYSA Underweight 15 Positions Relative to IBAT

Symbol	Grade	Weight
APD	B	-6.96%
ENPH	F	-3.58%
ETN	B	-3.4%
LIN	C	-3.02%
ENS	F	-2.51%
QS	F	-1.42%
DOW	F	-1.35%
BE	D	-1.18%
PLUG	C	-1.07%
FLNC	B	-0.86%
SEDG	F	-0.55%
CHPT	F	-0.33%
FCEL	F	-0.1%
STEM	F	-0.06%
CNH	A	-0.0%

HYSA: Top Represented Industries & Keywords

Industries:

Keywords: Bond Corporate Bond High Yield Debt Exchange Traded Funds Synthetic Replication Yield Banking Electronics Energy Sector Exchange Traded Fund Gas Distribution Health Services Healthcare Sector Investment Trust Oil Refining Real Estate Development Real Estate Investment Trust SPDR Telecommunications