IBHI vs. ABCS ETF Comparison

Comparison of iShares iBonds 2029 Term High Yield and Income ETF (IBHI) to Alpha Blue Capital US Small-Mid Cap Dynamic ETF (ABCS)

IBHI

iShares iBonds 2029 Term High Yield and Income ETF

IBHI Description

iShares Trust - iBonds 2029 Term High Yield and Income ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. It invests in fixed income markets of the United States. The fund primarily invests in U.S. dollar-denominated, taxable, fixed-rate, high yield corporate bonds that are rated equal to or below Ba1, BB+, BB+ and above CC by Moody's, S&P and Fitch respectively. The fund invests in corporate bonds that will mature between January 1, 2029 and December 15, 2029. The fund seeks to track the performance of the Bloomberg 2029 Term High Yield and Income Index, by using representative sampling technique. iShares Trust - iBonds 2029 Term High Yield and Income ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$23.61

Average Daily Volume

25,856

Number of Holdings ^*

1

* may have additional holdings in another (foreign) market

ABCS

Alpha Blue Capital US Small-Mid Cap Dynamic ETF

ABCS Description

The fund is an actively managed ETF that seeks to achieve its investment objective by investing in a blend of domestic equity securities of small- and mid- capitalization companies and ETFs that provide broad exposure to domestic equity securities of small- and mid- capitalization companies. As it relates to the fund"s investments, a domestic equity security means common equity securities of companies domiciled and having their principal place of business in the U.S. and are traded on a major U.S. stock exchange and shares of ETFs that invest primarily in domestic equity securities.

Grade (RS Rating)

Last Trade

$26.95

Average Daily Volume

2,361

Number of Holdings ^*

10

* may have additional holdings in another (foreign) market

Performance

Period	IBHI	ABCS
30 Days	2.37%	3.71%
60 Days	2.57%	4.67%
90 Days	3.62%	2.83%
12 Months	13.49%

1 Overlapping Holdings

	Symbol	Grade	Weight in IBHI	Weight in ABCS	Overlap
	CNC	D	1.55%	1.53%	1.53%

IBHI Overweight 0 Positions Relative to ABCS

	Symbol	Grade	Weight

IBHI Underweight 9 Positions Relative to ABCS

	Symbol	Grade	Weight
	VOE	B	-10.13%
	VO	B	-9.94%
	VBR	C	-9.83%
	VB	C	-4.99%
	GPN	C	-2.09%
	RNR	A	-1.63%
	MOH	C	-1.62%
	GPK	B	-1.54%
	CTVA	B	-1.53%

IBHI: Top Represented Industries & Keywords

Industries: Health Care Plans

Keywords: Behavioral Healthcare Care Management Care Management Solutions Claims Processing Durable Medical Equipment Eye Eye Care Formulary Health Insurance Health Insurance Program Health Management Health Services Immunization Intervention Services Long Term Care Services Managed Care Medicaid Medical Equipment Medicare Network Management

ABCS: Top Represented Industries & Keywords

Industries: Health Care Plans Agricultural Inputs Business Services Insurance - Reinsurance Packaging & Containers

Keywords: S&P 500 Stock Market Index ETF Exchange Traded Fund Medicaid Medicare Actuarial Science Agriculture Agronomy Behavioral Healthcare Beverage Business Process Outsourcing Care Management Care Management Solutions Chargeback Chemical Claims Processing Clinic Containers Credit Card