Fund comparison · from official SEC filings
SLWS vs SUSB: how much do they overlap?
Wisdom Short Duration Income ETF and iShares ESG Aware 1-5 Year USD Corporate Bond ETF
vs
Shared holdings
Company
SLWS
SUSB
R
RY V5.153 02.04.31 GMTNROYAL BANK OF CANADA
1.50%
0.05%
R
RY V4.969 08.02.30 GMTNROYAL BANK OF CANADA
0.97%
0.06%
T
TD 4.808 06.03.30 MTNTORONTO-DOMINION BANK
0.95%
0.06%
N
NWG V5.115 05.23.31NATWEST GROUP PLC
0.81%
0.10%
M
MS V5.656 04.18.30MORGAN STANLEY
0.55%
0.07%
T
TD 4.411 01.13.31TORONTO-DOMINION BANK
0.53%
0.02%
L
LLOYDS V4.241 02.10.30LLOYDS BANKING GROUP PLC
0.53%
0.03%
D
DB V5.373 01.10.29 .DEUTSCHE BANK NY
0.50%
0.06%
T
TD 4.994 04.05.29 GMTNTORONTO-DOMINION BANK
0.49%
0.09%
V
VLO 5.15 02.15.30VALERO ENERGY CORP
0.41%
0.03%
C
CRHID 4.4 02.09.31CRH AMERICA FINANCE INC
0.13%
0.31%
J
JPM V6.087 10.23.29JPMORGAN CHASE & CO
0.28%
0.10%
J
JPM V5.14 01.24.31JPMORGAN CHASE & CO
0.27%
0.05%
N
NWG V5.076 01.27.30NATWEST GROUP PLC
0.27%
0.07%
D
DB V5.297 05.09.31DEUTSCHE BANK NY
0.27%
0.07%
M
MS V5.016 01.12.29 BKNTMORGAN STANLEY BANK NA
0.27%
0.03%
I
INTC 4.65 06.01.31INTEL CORP
0.27%
0.02%
D
DB V4.875 12.01.32DEUTSCHE BANK NY
0.27%
0.06%
E
ENBCN 4.2 11.20.28ENBRIDGE INC
0.27%
0.02%
P
PEG 4.2 01.01.31 RPUBLIC SERVICE ELECTRIC
0.27%
0.02%
L
LLOYDS V4.425 11.04.31LLOYDS BANKING GROUP PLC
0.26%
0.15%
M
MS V4.493 01.16.32MORGAN STANLEY
0.26%
0.10%
E
ENBCN 4.9 06.20.30ENBRIDGE INC
0.14%
0.02%
A
AMGN 4.2 02.19.31AMGEN INC
0.13%
0.03%
Only in SLWS
J
JAAAJANUS HENDERSON AAA CLO ETF
3.79%
B
BUCKSIMPLIFY TREASURY OPTION INC
2.58%
P
PEG 5.2 05.15.30 144APSEG POWER LLC
2.18%
M
MEXPCP 5.5 08.17.30 144AEAGLE FUNDING LUXCO SARL
2.17%
D
DINO 5.75 01.15.31HF SINCLAIR CORP
2.06%
V
VW 5.35 03.27.30 144AVOLKSWAGEN GROUP AMERICA
1.50%
U
UNM 7.25 03.15.28UNUM GROUP
1.39%
D
DTE 5.2 04.01.30DTE ENERGY CO
1.37%
T
TEVA 5.125 05.09.29TEVA PHARMACEUTICALS NE
1.35%
F
FBRT 8.25 04.25.30 QIBFRANKLIN BSP REALTY TRST
1.34%
O
OTF 6.1 03.15.28BLUE OWL TECHNOLOGY FINA
1.34%
A
ATWALD 4.625 11.15.28ATLAS WAREHOUSE LEND
1.32%
H
HLEND 5.15 04.02.29 144AHPS CORPORATE LENDING FU
1.31%
H
HLEND 5.65 04.02.31 144AHPS CORPORATE LENDING FU
1.31%
A
ARCC 5.1 01.15.31ARES CAPITAL CORP
1.30%
S
SECBEN 5.9 09.26.28 144ASBL HOLDINGS INC
1.28%
N
NRG 5.75 07.15.29 144ANRG ENERGY INC
1.27%
A
AVOL 5.375 05.30.30 144AAVOLON HOLDINGS FNDG LTD
1.09%
O
OBDC 6.2 07.15.30BLUE OWL CAPITAL CORP
1.07%
F
FASST 2024.S4 A3FASST 2024-S4 A3
1.05%
S
SECBEN 5 02.18.31 144ASBL HOLDINGS INC
0.94%
B
BCRED 5.6 11.22.29BLACKSTONE PRIVATE CRE
0.93%
A
APODS 5.7 01.23.31 144AAPOLLO DEBT SOLUTIONS BD
0.92%
A
AALLN 5.625 04.01.30 144AANGLO AMERICAN CAPITAL
0.83%
O
ORCL 6.15 11.09.29ORACLE CORP
0.83%
Only in SUSB
B
BISXXBCF INSTITUTIONAL-SL AGNCY
3.57%
L
LNG 4.625 10.15.28CHENIERE ENERGY INC
0.52%
T
TSCO 1.75 11.01.30TRACTOR SUPPLY CO
0.39%
C
CNH 3.85 11.15.27 MTNCNH INDUSTRIAL NV
0.38%
N
NOKIA 4.375 06.12.27NOKIA OYJ
0.37%
K
KO 1.45 06.01.27COCA-COLA CO/THE
0.37%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
0.36%
L
LKQ 5.75 06.15.28LKQ CORP
0.36%
C
CMI 4.9 02.20.29CUMMINS INC
0.36%
K
KPN 8.375 10.01.30KONINKLIJKE KPN NV
0.34%
N
NGGLN 5.602 06.12.28NATIONAL GRID PLC
0.34%
C
CRHID 5.2 05.21.29CRH SMW FINANCE DAC
0.34%
B
BBY 4.45 10.01.28BEST BUY CO INC
0.33%
V
VZ 2.55 03.21.31VERIZON COMMUNICATIONS
0.33%
J
J 6.35 08.18.28JACOBS ENGINEERING GROUP
0.33%
C
CM V4.58 09.08.31CANADIAN IMPERIAL BANK
0.33%
D
DGELN 5.125 08.15.30DIAGEO INVESTMENT CORP
0.33%
D
DLR 3.6 07.01.29DIGITAL REALTY TRUST LP
0.32%
N
NOVNVX 2.2 08.14.30NOVARTIS CAPITAL CORP
0.31%
J
J 4.75 03.03.31JACOBS SOLUTIONS INC
0.31%
N
NACN 5.6 12.18.28NATIONAL BANK OF CANADA
0.31%
A
ADSK 2.85 01.15.30AUTODESK INC
0.30%
K
KMB 1.05 09.15.27KIMBERLY-CLARK CORP
0.30%
C
CDNS 4.2 09.10.27CADENCE DESIGN SYS INC
0.30%
W
WMB 2.6 03.15.31WILLIAMS COMPANIES INC
0.30%
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39% overlap
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38% overlap
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36% overlap
SUSB vs SLQDiShares 0-5 Year Investment Grade Corporate Bond ETF
34% overlap
SUSB vs SUSCiShares ESG Aware USD Corporate Bond ETF
29% overlap
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25% overlap
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.
Informational and educational only — not investment advice.