TBFC vs. IRTR ETF Comparison
Comparison of The Brinsmere Fund Conservative ETF (TBFC) to iShares LifePath Retirement ETF (IRTR)
TBFC
The Brinsmere Fund Conservative ETF
TBFC Description
TBFC is designed to deliver multi-asset exposure while seeking long-term capital appreciation with capital preservation. It holds funds that represent the broad equity and bond markets as selected based on a set of risk-management techniques of two independent proprietary strategies. The Systematic Market Beta Strategy (SMB) and the Classic Asset Allocation Revisited Strategy (CAAR) are rules-based, tactical asset allocation investment strategies used to systematically rebalance the funds holdings. The former aims to reduce risk and enhance performance based on market risk assessments, while the latter seeks tactical adaptation to changing market conditions using mean-variance optimization. The fund employs a conservative model of CAAR with a 20% equity floor target and a 40% equity cap. Both strategies are re-evaluated and rebalanced monthly. TBGC launched alongside its sister fund, TBFG, which seeks a growth-focused portfolio.
Grade (RS Rating)
Last Trade
$27.09
Average Daily Volume
1,048
10
IRTR
iShares LifePath Retirement ETF
IRTR Description
iShares® LifePath® Retirement ETF seeks to provide exposure to a conservative, broad portfolio of ETFs covering global asset classes. It is designed for investors expecting to retire or begin withdrawing assets in the near future and the current allocation is expected to remain unchanged.Grade (RS Rating)
Last Trade
$29.02
Average Daily Volume
3,643
13
Performance
| Period | TBFC | IRTR |
|---|---|---|
| 30 Days | 3.80% | 2.11% |
| 60 Days | 2.25% | 3.39% |
| 90 Days | 2.82% | 4.50% |
| 12 Months |
1 Overlapping Holdings
| Symbol | Grade | Weight in TBFC | Weight in IRTR | Overlap | |
|---|---|---|---|---|---|
| MBB | A | 5.3% | 14.12% | 5.3% |
TBFC: Top Represented Industries & Keywords
IRTR: Top Represented Industries & Keywords
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