IBHI vs. SMRI ETF Comparison
Comparison of iShares iBonds 2029 Term High Yield and Income ETF (IBHI) to Bushido Capital US Equity ETF (SMRI)
IBHI
iShares iBonds 2029 Term High Yield and Income ETF
IBHI Description
iShares Trust - iBonds 2029 Term High Yield and Income ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. It invests in fixed income markets of the United States. The fund primarily invests in U.S. dollar-denominated, taxable, fixed-rate, high yield corporate bonds that are rated equal to or below Ba1, BB+, BB+ and above CC by Moody's, S&P and Fitch respectively. The fund invests in corporate bonds that will mature between January 1, 2029 and December 15, 2029. The fund seeks to track the performance of the Bloomberg 2029 Term High Yield and Income Index, by using representative sampling technique. iShares Trust - iBonds 2029 Term High Yield and Income ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$23.71
Average Daily Volume
43,181
1
SMRI
Bushido Capital US Equity ETF
SMRI Description
The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of the fund"s net assets (plus the amount of any borrowings for investment purposes) in U.S. listed common stock.Grade (RS Rating)
Last Trade
$33.31
Average Daily Volume
5,596
50
Performance
| Period | IBHI | SMRI |
|---|---|---|
| 30 Days | 0.83% | 8.74% |
| 60 Days | -0.07% | 9.55% |
| 90 Days | 1.53% | 10.46% |
| 12 Months | 12.87% | 33.52% |
1 Overlapping Holdings
| Symbol | Grade | Weight in IBHI | Weight in SMRI | Overlap | |
|---|---|---|---|---|---|
| CNC | D | 1.55% | 1.46% | 1.46% |
IBHI Overweight 0 Positions Relative to SMRI
| Symbol | Grade | Weight |
|---|
IBHI Underweight 49 Positions Relative to SMRI
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | B | -4.07% | |
| DAL | B | -2.56% | |
| DOCU | B | -2.55% | |
| MCK | A | -2.34% | |
| EXPE | B | -2.33% | |
| SNA | A | -2.33% | |
| VST | A | -2.32% | |
| EPAM | B | -2.28% | |
| BKNG | A | -2.22% | |
| ZM | C | -2.2% | |
| PCAR | B | -2.16% | |
| EME | A | -2.14% | |
| JBL | C | -2.11% | |
| HPE | B | -2.1% | |
| GEN | B | -2.07% | |
| OC | A | -2.07% | |
| CAH | B | -2.04% | |
| CVX | A | -2.04% | |
| FFIV | B | -2.03% | |
| PYPL | B | -2.03% | |
| PAYX | B | -2.03% | |
| COR | B | -2.0% | |
| UTHR | C | -2.0% | |
| EG | C | -1.97% | |
| EOG | A | -1.97% | |
| VLO | C | -1.94% | |
| NRG | B | -1.93% | |
| ABNB | C | -1.91% | |
| XOM | B | -1.91% | |
| BWA | D | -1.89% | |
| SLB | C | -1.87% | |
| FANG | C | -1.84% | |
| NUE | C | -1.81% | |
| QCOM | F | -1.81% | |
| LKQ | F | -1.79% | |
| MPC | D | -1.79% | |
| NTAP | C | -1.79% | |
| DVN | F | -1.78% | |
| NVR | D | -1.76% | |
| CI | D | -1.71% | |
| LEN | D | -1.71% | |
| BLD | D | -1.68% | |
| BG | D | -1.68% | |
| AMGN | F | -1.68% | |
| PHM | D | -1.68% | |
| MOH | F | -1.64% | |
| WSM | C | -1.59% | |
| MRK | D | -1.58% | |
| ELV | F | -1.43% |
IBHI: Top Represented Industries & Keywords
SMRI: Top Represented Industries & Keywords
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