Fund comparison · from official SEC filings
AGTFX vs AOA: how much do they overlap?
Morningstar Aggressive Growth ETF Asset Allocation Portfolio and iShares Core 80/20 Aggressive Allocation ETF
vs
Shared holdings
Company
AGTFX
AOA
I
IVVISHARES CORE S&P 500 ETF
16.79%
45.82%
I
IJHISHARES CORE S&P MIDCAP ETF
3.53%
2.60%
Only in AGTFX
V
VTIVANGUARD TOTAL STOCK MKT ETF
24.74%
V
VEAVANGUARD FTSE DEVELOPED ETF
13.02%
F
FNDFSCHWAB FNDMN INTL LRG CO ETF
9.24%
V
VBVANGUARD SMALL-CAP ETF
8.10%
O
OEFISHARES S&P 100 ETF
6.40%
V
VWOVANGUARD FTSE EMERGING MARKE
5.54%
M
MGKVANGUARD MEGA CAP GROWTH ETF
3.91%
E
EMXCISHARES MSCI EMR MRK EX CHNA
3.54%
E
EVTREATON VANCE TOTAL RETURN
3.04%
B
BNDVANGUARD TOTAL BOND MARKET
2.03%
T
TPIXXSTATE ST INST TR PL MM-PREM
0.13%
Only in AOA
I
IDEVISHARES CORE MSCI DEV MKTS
22.24%
I
IUSBISHR CR UNVRSE USD BD ETF-UI
15.72%
I
IEMGISHARES CORE MSCI EMERGING
9.52%
I
IAGGISHARES INTL AGGREGATE BOND
2.73%
I
IJRISHARES CORE S&P SMALL-CAP E
1.26%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
0.10%
?
—S P500 EMINI FUT JUN26
0.01%
B
BISXXBCF INSTITUTIONAL-SL AGNCY
0.00%
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32% 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.