IYLD vs. OCIO ETF Comparison
Comparison of iShares Morningstar Multi-Asset Income ETF (IYLD) to ClearShares OCIO ETF (OCIO)
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
$20.64
Average Daily Volume
15,794
11
OCIO
ClearShares OCIO ETF
OCIO Description
The investment seeks to outperform a traditional 60/40 mix of global equity and fixed-income investments. The fund is expected to typically invest approximately 40% to 70% of its total assets in underlying funds that principally invest in equity securities of any market capitalization. It is expected to typically invest approximately 20% to 50% of its total assets in underlying funds that principally invest in debt obligations.Grade (RS Rating)
Last Trade
$33.74
Average Daily Volume
2,740
15
Performance
| Period | IYLD | OCIO |
|---|---|---|
| 30 Days | 2.39% | 1.08% |
| 60 Days | 3.48% | 1.47% |
| 90 Days | 5.64% | 1.90% |
| 12 Months | 13.28% | 14.61% |
0 Overlapping Holdings
| Symbol | Grade | Weight in IYLD | Weight in OCIO | Overlap |
|---|
IYLD: Top Represented Industries & Keywords
OCIO: Top Represented Industries & Keywords
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