WTBN vs. IRTR ETF Comparison

Comparison of WisdomTree Bianco Total Return Fund (WTBN) to iShares LifePath Retirement ETF (IRTR)

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

$25.15

Average Daily Volume

13,824

Number of Holdings ^*

* may have additional holdings in another (foreign) market

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

$28.66

Average Daily Volume

5,631

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	WTBN	IRTR
30 Days	-0.51%	-0.51%
60 Days	-2.63%	-1.09%
90 Days	-1.17%	0.82%
12 Months		12.86%

2 Overlapping Holdings

	Symbol	Grade	Weight in WTBN	Weight in IRTR	Overlap
	MBB	D	26.83%	13.17%	13.17%
	STIP	A	10.01%	10.89%	10.01%

WTBN Overweight 8 Positions Relative to IRTR

Symbol	Grade	Weight
IEF	F	10.03%
SCHQ	D	10.01%
USDU	A	9.97%
VCIT	C	8.01%
VCLT	D	5.14%
LQDB	C	5.0%
IEI	D	2.0%
SCHO	C	1.5%

WTBN Underweight 11 Positions Relative to IRTR

Symbol	Grade	Weight
IWB	A	-26.47%
GOVT	D	-18.1%
IDEV	D	-8.49%
TLH	D	-5.58%
IGSB	C	-4.8%
IEMG	D	-3.43%
IGIB	C	-3.25%
IGLB	D	-3.09%
USRT	C	-1.4%
IGF	A	-1.0%
IWM	B	-0.22%

WTBN: Top Represented Industries & Keywords

Industries:

IRTR: Top Represented Industries & Keywords

Industries: