TBFG vs. IYLD ETF Comparison
Comparison of The Brinsmere Fund Growth ETF (TBFG) to iShares Morningstar Multi-Asset Income ETF (IYLD)
TBFG
The Brinsmere Fund Growth ETF
TBFG Description
The fund is an actively managed fund of funds, which seeks to achieve its investment objective by investing in a globally diversified portfolio of equity and bond markets. It systematically adjusts its holdings using two proprietary strategies developed by the fund"s investment adviser, The Milwaukee Company, that are run independently. Those strategies are the Systematic Market Beta Strategy ("SMB") and the Classic Asset Allocation Revisited Strategy ("CAAR"). SMB and CAAR systematically rebalance the underlying funds in which the fund may invest based on a set of proprietary risk-management techniques.
Grade (RS Rating)
Last Trade
$27.09
Average Daily Volume
954
10
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
$19.89
Average Daily Volume
11,306
10
Performance
| Period | TBFG | IYLD |
|---|---|---|
| 30 Days | 1.73% | 0.60% |
| 60 Days | 3.73% | 1.18% |
| 90 Days | 3.08% | 2.21% |
| 12 Months | 10.87% |
0 Overlapping Holdings
| Symbol | Grade | Weight in TBFG | Weight in IYLD | Overlap |
|---|
TBFG: Top Represented Industries & Keywords
IYLD: Top Represented Industries & Keywords
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