IBDW vs. USMF ETF Comparison
Comparison of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) to WisdomTree U.S. Multifactor Fund (USMF)
IBDW
iShares iBonds Dec 2031 Term Corporate ETF
IBDW Description
iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF is an exchange traded fund launched and managed by BlackRock Fund Advisors. It invests in the fixed income markets of developed countries across the globe. The fund invests in U.S. dollar-denominated, taxable, investment-grade securities publicly issued by U.S. and non-U.S. corporate issuers that are rated BBB- or higher by S&P or Fitch or Baa3 or higher by Moody's. It invests in corporate bonds scheduled to mature between January 1, 2031 and December 15, 2031. The fund seeks to replicate the performance of the Bloomberg Barclays December 2031 Maturity Corporate Index, by employing representative sampling technique. iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$21.24
Average Daily Volume
221,967
Number of Holdings
*
7
* may have additional holdings in another (foreign) market
USMF
WisdomTree U.S. Multifactor Fund
USMF Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Multifactor Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is generally comprised of 200 U.S. companies with the highest composite scores based on two fundamental factors (value and quality measures) and two technical factors (momentum and correlation). The fund is non-diversified.Grade (RS Rating)
Last Trade
$48.53
Average Daily Volume
23,364
Number of Holdings
*
197
* may have additional holdings in another (foreign) market
Performance
| Period | IBDW | USMF |
|---|---|---|
| 30 Days | 1.66% | 2.18% |
| 60 Days | 4.47% | 4.60% |
| 90 Days | 5.37% | 6.66% |
| 12 Months | 13.03% | 25.77% |
IBDW Underweight 194 Positions Relative to USMF
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSI | B | -1.62% | |
| IBM | B | -1.62% | |
| FFIV | B | -1.5% | |
| VRSN | D | -1.46% | |
| CTSH | C | -1.42% | |
| ROP | C | -1.41% | |
| CSCO | C | -1.37% | |
| GDDY | C | -1.23% | |
| TMUS | C | -1.22% | |
| TDY | B | -1.18% | |
| AKAM | D | -1.18% | |
| SNX | D | -1.13% | |
| NSIT | D | -1.12% | |
| FOXA | B | -1.1% | |
| EA | D | -1.06% | |
| JNPR | B | -0.98% | |
| WDAY | D | -0.95% | |
| CMCSA | D | -0.94% | |
| VNT | F | -0.93% | |
| OMC | B | -0.93% | |
| NYT | C | -0.91% | |
| DBX | D | -0.87% | |
| TJX | B | -0.86% | |
| CRUS | D | -0.84% | |
| HPQ | D | -0.83% | |
| MUSA | D | -0.83% | |
| WPC | C | -0.81% | |
| NTAP | D | -0.79% | |
| FTNT | C | -0.79% | |
| DRI | B | -0.77% | |
| HRB | C | -0.77% | |
| IPG | C | -0.74% | |
| DOCU | C | -0.72% | |
| CIEN | C | -0.7% | |
| RHP | C | -0.69% | |
| ARMK | B | -0.65% | |
| HST | C | -0.65% | |
| HPE | D | -0.65% | |
| EPAM | F | -0.64% | |
| TXRH | C | -0.62% | |
| APP | C | -0.61% | |
| QCOM | D | -0.61% | |
| GNTX | F | -0.58% | |
| JBL | D | -0.57% | |
| CMG | C | -0.55% | |
| JNJ | C | -0.53% | |
| LMT | C | -0.51% | |
| GM | C | -0.51% | |
| ABBV | C | -0.51% | |
| DTM | B | -0.5% | |
| APPF | D | -0.5% | |
| HIG | B | -0.48% | |
| GILD | B | -0.48% | |
| ULTA | D | -0.48% | |
| HOLX | C | -0.46% | |
| REGN | C | -0.46% | |
| INGR | B | -0.45% | |
| CBOE | C | -0.45% | |
| EHC | C | -0.45% | |
| UTHR | C | -0.45% | |
| ATR | B | -0.44% | |
| CL | D | -0.44% | |
| CAH | C | -0.44% | |
| CACI | B | -0.44% | |
| DPZ | F | -0.44% | |
| LDOS | B | -0.44% | |
| AFL | C | -0.44% | |
| DGX | B | -0.44% | |
| BRK.A | C | -0.43% | |
| L | C | -0.43% | |
| BMY | C | -0.43% | |
| BSX | B | -0.43% | |
| RL | C | -0.43% | |
| RSG | D | -0.43% | |
| ECL | B | -0.43% | |
| EXPE | C | -0.42% | |
| WMT | C | -0.42% | |
| TRV | C | -0.42% | |
| WM | D | -0.42% | |
| FSLR | C | -0.42% | |
| UHS | B | -0.41% | |
| HCA | B | -0.41% | |
| ETR | B | -0.41% | |
| KMB | D | -0.41% | |
| MMC | C | -0.41% | |
| CNA | C | -0.41% | |
| MO | C | -0.41% | |
| CW | B | -0.4% | |
| WRB | C | -0.4% | |
| XOM | C | -0.4% | |
| PSN | B | -0.4% | |
| SYK | C | -0.39% | |
| PG | C | -0.39% | |
| RGA | C | -0.39% | |
| AEP | C | -0.39% | |
| ORI | B | -0.39% | |
| OGE | C | -0.39% | |
| CINF | C | -0.39% | |
| MRK | D | -0.38% | |
| SYY | D | -0.38% | |
| PPC | D | -0.38% | |
| JPM | D | -0.38% | |
| EXEL | C | -0.38% | |
| POST | C | -0.38% | |
| AMP | A | -0.37% | |
| GIS | B | -0.37% | |
| INCY | C | -0.37% | |
| EIX | C | -0.37% | |
| CHE | C | -0.37% | |
| MCK | F | -0.37% | |
| KR | C | -0.36% | |
| CAG | C | -0.36% | |
| PCG | C | -0.36% | |
| AIZ | B | -0.36% | |
| UNM | B | -0.36% | |
| ELV | C | -0.36% | |
| CMI | C | -0.35% | |
| ALL | B | -0.35% | |
| PGR | B | -0.35% | |
| ACI | F | -0.35% | |
| KHC | C | -0.35% | |
| AFG | B | -0.35% | |
| RLI | B | -0.35% | |
| RYAN | D | -0.35% | |
| XEL | B | -0.35% | |
| MOH | D | -0.35% | |
| SAIC | C | -0.35% | |
| DKS | D | -0.34% | |
| WAB | A | -0.34% | |
| AIG | D | -0.34% | |
| ZBH | F | -0.34% | |
| GPK | B | -0.34% | |
| DCI | C | -0.34% | |
| PRI | B | -0.34% | |
| ADTN | D | -0.34% | |
| AXP | B | -0.34% | |
| MET | B | -0.34% | |
| FANG | D | -0.34% | |
| VRTX | D | -0.33% | |
| MKL | C | -0.33% | |
| VTRS | D | -0.33% | |
| HII | D | -0.33% | |
| PRU | C | -0.33% | |
| TAP | D | -0.32% | |
| MPC | F | -0.32% | |
| DE | B | -0.32% | |
| MSA | D | -0.32% | |
| CNC | D | -0.32% | |
| VOYA | B | -0.32% | |
| CCK | A | -0.31% | |
| IBKR | B | -0.31% | |
| NBIX | F | -0.31% | |
| EME | B | -0.31% | |
| KEX | C | -0.31% | |
| ALSN | B | -0.31% | |
| WSM | D | -0.31% | |
| CI | C | -0.3% | |
| PCAR | D | -0.3% | |
| TXT | D | -0.3% | |
| VLO | F | -0.29% | |
| AYI | B | -0.29% | |
| CHRD | F | -0.29% | |
| WFC | D | -0.29% | |
| FLS | D | -0.29% | |
| SFM | B | -0.29% | |
| LLY | C | -0.28% | |
| FCNCA | D | -0.28% | |
| THC | A | -0.28% | |
| WWD | D | -0.28% | |
| DVN | F | -0.28% | |
| MLI | B | -0.28% | |
| ANF | D | -0.28% | |
| EQH | C | -0.27% | |
| SYF | C | -0.27% | |
| HAL | F | -0.26% | |
| NRG | C | -0.26% | |
| DVA | B | -0.26% | |
| APO | C | -0.25% | |
| CMC | D | -0.25% | |
| MTB | B | -0.25% | |
| DINO | F | -0.25% | |
| GAP | F | -0.25% | |
| OVV | F | -0.23% | |
| STLD | F | -0.23% | |
| OC | D | -0.23% | |
| SW | B | -0.23% | |
| DAL | C | -0.22% | |
| CRBG | D | -0.22% | |
| LPLA | D | -0.22% | |
| APA | F | -0.22% | |
| TGT | C | -0.2% | |
| HQY | C | -0.2% | |
| CNM | F | -0.2% | |
| GL | C | -0.17% |
IBDW: Top Represented Industries & Keywords
Industries:
Telecom Services
Media - Diversified
Semiconductors
Software - Infrastructure
Specialty Finance
Specialty Retail
Keywords:
S&P 500
Internet Access
Broadband
Dow Jones Component
Telecommunications
Work From Home
Cloud Services
Ethernet
Nasdaq 100
Security Services
Video Services
Voice And Data
Voice Services
Wireless Communication
Wireless Segment
Wireless Voice
ATM
Access Devices
Access Management
Advertising Services
USMF: Top Represented Industries & Keywords
Industries:
Insurance - Property & Casualty
Information Technology Services
Biotechnology
Communication Equipment
Diversified Industrials
Drug Manufacturers - Major
Insurance - Diversified
Insurance - Life
Medical Care
Packaged Foods
Software - Application
Oil & Gas E&P
Restaurants
Utilities - Regulated Electric
Aerospace & Defense
Asset Management
Health Care Plans
Packaging & Containers
Specialty Retail
Apparel Stores
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