LDRI vs. BAMB ETF Comparison
Comparison of iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) to Brookstone Intermediate Bond ETF (BAMB)
LDRI
iShares iBonds 1-5 Year TIPS Ladder ETF
LDRI Description
LDRI is a passively managed fund-of-funds offering structured exposure to US Treasury Inflation-protected securities through a laddered maturity approach covering five years. Holdings exclusively consist of the series of underlying iShares iBonds TIPS ETFs, each representing a specific maturity year. The fund is designed to simplify holding the ETF series without the need for frequent rebalancing. The laddered strategy allows for a rolling five-year bond portfolio where each year, the nearest-maturing ETF is removed and replaced by a new five-year ETF. At each annual reconstitution, the underlying funds are rebalanced equally. Although market fluctuations may cause weight drifts throughout the year, which are corrected at the next rebalance. The fund may also hold cash equivalents and money market funds. Up to one-third of the funds assets may be used for lending.
Grade (RS Rating)
Last Trade
$25.00
Average Daily Volume
925
5
BAMB
Brookstone Intermediate Bond ETF
BAMB Description
The fund is an actively managed exchange traded fund ("ETF") that, under normal circumstances, invests at least 80% of its net assets in U.S. Treasuries and investment grade corporate bonds with a 0-10 year weighted average maturity range, including unaffiliated ETFs purchased in the secondary market that invest substantially all of their assets in such fixed income instruments.Grade (RS Rating)
Last Trade
$25.89
Average Daily Volume
7,445
3
Performance
Period | LDRI | BAMB |
---|---|---|
30 Days | -0.91% | |
60 Days | -2.92% | |
90 Days | -2.14% | |
12 Months | 4.85% |
0 Overlapping Holdings
Symbol | Grade | Weight in LDRI | Weight in BAMB | Overlap |
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LDRI: Top Represented Industries & Keywords
BAMB: Top Represented Industries & Keywords