Fund comparison · from official SEC filings

AOA vs HEQT: how much do they overlap?

Name: AOA vs HEQT holdings overlap
Creator: Unwrap.Fund

iShares Core 80/20 Aggressive Allocation ETF and Simplify Hedged Equity ETF

Fund A

Fund B

Holdings overlap

46%

of assets, by weight

Shared positions

of 10 / 3 holdings

AOA expense ratio

0.15%

net, per year

HEQT expense ratio

0.43%

net, per year

Shared holdings

Company

AOA

HEQT

IVVISHARES CORE S&P 500 ETF

45.82%

98.10%

Only in AOA

IDEVISHARES CORE MSCI DEV MKTS

22.24%

IUSBISHR CR UNVRSE USD BD ETF-UI

15.72%

IEMGISHARES CORE MSCI EMERGING

9.52%

IAGGISHARES INTL AGGREGATE BOND

2.73%

IJHISHARES CORE S&P MIDCAP ETF

2.60%

IJRISHARES CORE S&P SMALL-CAP E

1.26%

XTSLABLCKRCK CASH-TRSRY-SL AGNCY

0.10%

—S P500 EMINI FUT JUN26

0.01%

BISXXBCF INSTITUTIONAL-SL AGNCY

0.00%

Only in HEQT

—THE OPTIONS CLEARING CORPORATION

1.77%

—DREYFUS TRSY OBLIG CASH M

0.13%

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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.