IRTR vs. IWMW ETF Comparison

Comparison of iShares LifePath Retirement ETF (IRTR) to iShares Trust iShares Russell 2000 BuyWrite ETF (IWMW)
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

$27.63

Average Daily Volume

2,929

Number of Holdings *

13

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

iShares Trust iShares Russell 2000 BuyWrite ETF

IWMW Description The index is designed to measure the performance of a strategy of holding the iShares Russell 2000 ETF while writing (selling) one-month call options primarily on the Russell 2000 Index to generate income. The fund seeks to achieve its investment objective by investing a substantial portion of its assets in the underlying fund and options on the option index.

Grade (RS Rating)

Last Trade

$48.03

Average Daily Volume

1,306

Number of Holdings *

1

* may have additional holdings in another (foreign) market
Performance
Period IRTR IWMW
30 Days 3.83% 4.08%
60 Days 0.72% -1.54%
90 Days 2.99%
12 Months
1 Overlapping Holdings
Symbol Grade Weight in IRTR Weight in IWMW Overlap
IWM C 0.49% 100.05% 0.49%
IRTR Overweight 12 Positions Relative to IWMW
Symbol Grade Weight
IWB B 24.23%
GOVT D 19.48%
MBB D 14.49%
IDEV A 9.31%
STIP B 8.25%
TLH D 5.86%
IGSB A 5.72%
IGIB B 3.78%
IEMG A 3.74%
IGLB D 2.06%
USRT C 1.38%
IGF A 1.17%
IRTR Underweight 0 Positions Relative to IWMW
Symbol Grade Weight

IWMW: Top Represented Industries & Keywords

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