Fund comparison · from official SEC filings
AOA vs EQTYX: how much do they overlap?
iShares Core 80/20 Aggressive Allocation ETF and WisdomTree Siegel Global Equity Digital Fund
vs
Shared holdings
Company
AOA
EQTYX
I
IVVISHARES CORE S&P 500 ETF
45.82%
14.15%
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
IJHISHARES CORE S&P MIDCAP ETF
2.60%
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%
Only in EQTYX
D
DGRWWISDOMTREE U.S. QUALITY DIVI
19.04%
D
DTDWISDOMTREE US TOTAL DIVIDEND
14.87%
V
VYMIVANGUARD INT HIGH DVD YLD IN
10.73%
D
DEMWISDOMTREE EMERGING MARKETS
8.34%
V
VYMVANGUARD HIGH DVD YIELD ETF
8.10%
S
SPMDSS SPDR P S&P 400 MIDCAP ETF
6.99%
D
DGRSWISDOMTREE U.S. SMALLCAP QUA
5.11%
D
DXJWISDOMTREE JAPAN HEDGED EQ
4.77%
B
BBEUJPMORGAN BETABUILDERS EUROPE
4.01%
I
IQDGWISDOMTREE INTL QLTY DVD GRW
3.88%
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64% overlap
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50% overlap
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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.