IYLD vs. ITDC ETF Comparison

Comparison of iShares Morningstar Multi-Asset Income ETF (IYLD) to iShares LifePath Target Date 2035 ETF (ITDC)
IYLD

iShares Morningstar Multi-Asset Income ETF

IYLD Description

The investment seeks to track the investment results of the Morningstar® Multi-Asset High Income IndexSM. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is broadly diversified and seeks to deliver high current income while maintaining long-term capital appreciation. The fund is a fund-of-funds and invests primarily in the securities of the underlying funds that themselves seek investment results corresponding to their own underlying indexes.

Grade (RS Rating)

Last Trade

$20.62

Average Daily Volume

15,656

Number of Holdings *

11

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

iShares LifePath Target Date 2035 ETF

ITDC Description iShares® LifePath® Target Date 2035 ETF seeks to provide retirement outcomes through exposure to a broad portfolio of ETFs which adjusts its allocation as it approaches its target date.

Grade (RS Rating)

Last Trade

$30.65

Average Daily Volume

6,739

Number of Holdings *

13

* may have additional holdings in another (foreign) market
Performance
Period IYLD ITDC
30 Days 1.97% 1.62%
60 Days 3.47% 4.04%
90 Days 5.25% 5.21%
12 Months 12.92%
1 Overlapping Holdings
Symbol Grade Weight in IYLD Weight in ITDC Overlap
USRT B 3.39% 3.21% 3.21%
IYLD Overweight 10 Positions Relative to ITDC
Symbol Grade Weight
PFF A 15.19%
ISTB A 15.03%
USHY A 14.96%
FLOT A 14.93%
ILF C 10.41%
EFV A 9.17%
CEMB A 5.01%
AGZ A 5.01%
LEMB A 4.98%
REET B 1.76%
IYLD Underweight 12 Positions Relative to ITDC
Symbol Grade Weight
IWB B -37.77%
IDEV B -15.27%
GOVT B -9.45%
MBB B -9.28%
IEMG C -5.75%
IGLB A -4.55%
IGSB A -3.81%
TLH B -3.75%
IGIB A -2.65%
IGF A -1.91%
IWM C -1.61%
STIP A -0.79%
Compare ETFs