LDRI vs. WTBN ETF Comparison
Comparison of iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) to WisdomTree Bianco Total Return Fund (WTBN)
LDRI
iShares iBonds 1-5 Year TIPS Ladder ETF
LDRI Description
LDRI is a passively managed fund-of-funds offering structured exposure to US Treasury Inflation-protected securities through a laddered maturity approach covering five years. Holdings exclusively consist of the series of underlying iShares iBonds TIPS ETFs, each representing a specific maturity year. The fund is designed to simplify holding the ETF series without the need for frequent rebalancing. The laddered strategy allows for a rolling five-year bond portfolio where each year, the nearest-maturing ETF is removed and replaced by a new five-year ETF. At each annual reconstitution, the underlying funds are rebalanced equally. Although market fluctuations may cause weight drifts throughout the year, which are corrected at the next rebalance. The fund may also hold cash equivalents and money market funds. Up to one-third of the funds assets may be used for lending.
Grade (RS Rating)
Last Trade
$25.00
Average Daily Volume
925
5
WTBN
WisdomTree Bianco Total Return Fund
WTBN Description
Under normal circumstances, the fund primarily invests in the constituent exchange-traded funds ("ETF") of the index. The index, created by Bianco Research Advisors LLC, is composed of approximately 5 to 20 fixed income ETFs that are specifically selected and weighted using a modified market-capitalization weighting scheme to achieve specified factor exposures.Grade (RS Rating)
Last Trade
$25.17
Average Daily Volume
26,313
10
Performance
Period | LDRI | WTBN |
---|---|---|
30 Days | 0.08% | |
60 Days | -2.15% | |
90 Days | -1.29% | |
12 Months |
0 Overlapping Holdings
Symbol | Grade | Weight in LDRI | Weight in WTBN | Overlap |
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LDRI: Top Represented Industries & Keywords
WTBN: Top Represented Industries & Keywords