IGBH vs. AVMA ETF Comparison

Comparison of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) to Avantis Moderate Allocation ETF (AVMA)
IGBH

iShares Interest Rate Hedged Long-Term Corporate Bond ETF

IGBH Description

The investment seeks to mitigate the interest rate risk of a portfolio composed of U.S. dollar-denominated investment-grade corporate bonds with remaining maturities greater than ten years. The fund invests at least 80% of its net assets in U.S. dollar-denominated investment-grade corporate bonds with remaining maturities greater than ten years, in one or more underlying funds that principally invest in U.S. dollar-denominated investment-grade corporate bonds.

Grade (RS Rating)

Last Trade

$24.21

Average Daily Volume

89,843

Number of Holdings *

1

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

Avantis Moderate Allocation ETF

AVMA Description The fund is a "fund of funds," meaning that it seeks to achieve its objective by investing in other Avantis ETFs (collectively, the underlying funds). The underlying funds represent a broadly diversified basket of equity and fixed income securities that seek to select or overweight securities that are expected to have higher returns or better risk characteristics than a passive, market-cap weighted index. The managers will allocate to the underlying funds across geographies and investment styles to achieve the desired allocation.

Grade (RS Rating)

Last Trade

$59.44

Average Daily Volume

3,422

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period IGBH AVMA
30 Days 1.61% 2.47%
60 Days 1.15% 3.57%
90 Days 1.42% 5.49%
12 Months 8.51% 19.77%
0 Overlapping Holdings
Symbol Grade Weight in IGBH Weight in AVMA Overlap
IGBH Overweight 1 Positions Relative to AVMA
Symbol Grade Weight
IGLB B 90.86%
IGBH Underweight 10 Positions Relative to AVMA
Symbol Grade Weight
AVUS B -29.37%
AVIG B -21.39%
AVSF A -10.48%
AVLV B -10.04%
AVDE B -7.12%
AVEM C -4.18%
AVIV A -3.67%
AVSC C -2.67%
AVUV C -2.62%
AVES B -2.33%

IGBH: Top Represented Industries & Keywords

Compare ETFs