HEFA vs. ITDH ETF Comparison

Comparison of iShares Currency Hedged MSCI EAFE ETF (HEFA) to iShares LifePath Target Date 2060 ETF (ITDH)
HEFA

iShares Currency Hedged MSCI EAFE ETF

HEFA Description

The investment seeks to track the investment results of an index composed of large- and mid-capitalization equities in Europe, Australasia, and the Far East while mitigating exposure to fluctuations between the value of the component currencies and the U.S. dollar. The fund seeks to track the investment results of the MSCI EAFE® 100% Hedged to USD Index (the "underlying index"), which has been developed by MSCI Inc. ("MSCI") as an equity benchmark for its international stock performance with the currency risk of the securities included in the underlying index hedged against the U.S. dollar on a monthly basis. It is non-diversified.

Grade (RS Rating)

Last Trade

$35.86

Average Daily Volume

2,185,309

Number of Holdings *

1

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

iShares LifePath Target Date 2060 ETF

ITDH Description iShares® LifePath® Target Date 2060 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

$29.95

Average Daily Volume

2,375

Number of Holdings *

5

* may have additional holdings in another (foreign) market
Performance
Period HEFA ITDH
30 Days 5.95% 6.45%
60 Days 5.24% 3.66%
90 Days 8.67% 6.48%
12 Months 20.63%
0 Overlapping Holdings
Symbol Grade Weight in HEFA Weight in ITDH Overlap
HEFA Overweight 1 Positions Relative to ITDH
Symbol Grade Weight
EFA A 99.92%
HEFA Underweight 5 Positions Relative to ITDH
Symbol Grade Weight
IWB B -58.07%
IDEV A -26.15%
IEMG A -10.58%
IWM C -4.13%
IGLB D -0.97%

HEFA: Top Represented Industries & Keywords

Industries:
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