Fund comparison · from official SEC filings

AOA vs AOM: how much do they overlap?

iShares Core 80/20 Aggressive Allocation ETF and iShares Core 40/60 Moderate Allocation ETF
Holdings overlap
60%
of assets, by weight
Shared positions
9
of 10 / 9 holdings
AOA expense ratio
0.15%
net, per year
AOM expense ratio
0.15%
net, per year
AOA and AOM are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
AOA
AOM
I
IUSBISHR CR UNVRSE USD BD ETF-UI
15.72%
47.89%
I
IVVISHARES CORE S&P 500 ETF
45.82%
23.26%
I
IDEVISHARES CORE MSCI DEV MKTS
22.24%
11.29%
I
IEMGISHARES CORE MSCI EMERGING
9.52%
4.83%
I
IAGGISHARES INTL AGGREGATE BOND
2.73%
8.31%
I
IJHISHARES CORE S&P MIDCAP ETF
2.60%
1.32%
B
BISXXBCF INSTITUTIONAL-SL AGNCY
0.00%
2.36%
I
IJRISHARES CORE S&P SMALL-CAP E
1.26%
0.64%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
0.10%
0.09%
Only in AOA
?
S P500 EMINI FUT JUN26
0.01%
Only in AOM
Nothing exclusive.
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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.