HYSA vs. IRTR ETF Comparison

Comparison of BondBloxx USD High Yield Bond Sector Rotation ETF (HYSA) to iShares LifePath Retirement ETF (IRTR)

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

$15.32

Average Daily Volume

4,583

Number of Holdings ^*

7

* may have additional holdings in another (foreign) market

IRTR

iShares LifePath Retirement ETF

IRTR Description

iShares® LifePath® Retirement ETF seeks to provide exposure to a conservative, broad portfolio of ETFs covering global asset classes. It is designed for investors expecting to retire or begin withdrawing assets in the near future and the current allocation is expected to remain unchanged.

Grade (RS Rating)

Last Trade

$29.10

Average Daily Volume

3,591

Number of Holdings ^*

13

* may have additional holdings in another (foreign) market

Performance

Period	HYSA	IRTR
30 Days	1.82%	1.89%
60 Days	3.32%	4.13%
90 Days	4.36%	5.04%
12 Months	12.17%

0 Overlapping Holdings

	Symbol	Grade	Weight in HYSA	Weight in IRTR	Overlap

HYSA Overweight 7 Positions Relative to IRTR

	Symbol	Grade	Weight
	XHYI	A	24.45%
	XHYT	A	17.71%
	XHYC	A	13.74%
	XHYF	A	13.58%
	XHYH	A	10.88%
	XHYE	B	10.23%
	XHYD	B	9.16%

HYSA Underweight 13 Positions Relative to IRTR

	Symbol	Grade	Weight
	IWB	B	-24.39%
	GOVT	B	-18.81%
	MBB	B	-13.95%
	STIP	A	-9.62%
	IDEV	B	-8.95%
	TLH	B	-5.59%
	IGSB	A	-5.07%
	IGIB	B	-3.53%
	IGLB	B	-3.41%
	IEMG	B	-3.4%
	USRT	B	-1.57%
	IGF	B	-1.19%
	IWM	C	-0.42%

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

IRTR: Top Represented Industries & Keywords

Industries:

Keywords: ETF Exchange Traded Fund Bond Corporate Bond Index Fund Bond Market Exchange Traded Funds Ishares U.S. Treasury Bloomberg Barclays Us Aggregate Bond Index Government Bonds Russell 2000 Price Return Usd Stock Market Index Swaps U.S. Government Bond Market Index Equity Derivative Fannie Mae Federal Home Loan Mortgage Corporation Federal National Mortgage Association