Fund comparison · from official SEC filings
AGTFX vs AOR: how much do they overlap?
Morningstar Aggressive Growth ETF Asset Allocation Portfolio and iShares Core 60/40 Balanced Allocation ETF
vs
Shared holdings
Company
AGTFX
AOR
I
IVVISHARES CORE S&P 500 ETF
16.79%
34.57%
I
IJHISHARES CORE S&P MIDCAP ETF
3.53%
1.96%
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 AOR
I
IUSBISHR CR UNVRSE USD BD ETF-UI
31.63%
I
IDEVISHARES CORE MSCI DEV MKTS
16.77%
I
IEMGISHARES CORE MSCI EMERGING
7.18%
I
IAGGISHARES INTL AGGREGATE BOND
5.49%
B
BISXXBCF INSTITUTIONAL-SL AGNCY
1.36%
I
IJRISHARES CORE S&P SMALL-CAP E
0.95%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
0.09%
Hold AGTFX and AOR together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
AOR vs AOAiShares Core 80/20 Aggressive Allocation ETF
80% overlap
AOR vs AOMiShares Core 40/60 Moderate Allocation ETF
80% overlap
AOR vs AOKiShares Core 30/70 Conservative Allocation ETF
70% overlap
AGTFX vs BETFXMorningstar Balanced ETF Asset Allocation Portfolio
64% overlap
AGTFX vs DDXXDefined Duration 20 ETF
27% overlap
AOR vs ITDDiShares LifePath Target Date 2040 ETF
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.