Fund comparison · from official SEC filings

AGRH vs BDBT: how much do they overlap?

Name: AGRH vs BDBT holdings overlap
Creator: Unwrap.Fund

iShares Interest Rate Hedged U.S. Aggregate Bond ETF and Bluemonte Core Bond ETF

Fund A

Fund B

Holdings overlap

40%

of assets, by weight

Shared positions

of 4 / 6 holdings

AGRH expense ratio

0.13%

net, per year

BDBT expense ratio

0.23%

net, per year

Shared holdings

Company

AGRH

BDBT

AGGISHARES CORE U.S. AGGREGATE

92.66%

40.04%

Only in AGRH

—LCH Ltd.

3.66%

XTSLABLCKRCK CASH-TRSRY-SL AGNCY

3.60%

—Chicago Mercantile Exchange

0.07%

Only in BDBT

SCHRSCHWAB INTERMEDIATE-TERM US

24.97%

MBBISHARES MBS ETF

15.13%

SPBOSS SPDR P CORP BOND ETF

9.95%

VCSHVANGUARD S/T CORP BOND ETF

5.04%

BLVVANGUARD LONG-TERM BOND ETF

4.86%

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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.