Fund comparison · from official SEC filings

AOK vs AOM: how much do they overlap?

Name: AOK vs AOM holdings overlap
Creator: Unwrap.Fund

iShares Core 30/70 Conservative Allocation ETF and iShares Core 40/60 Moderate Allocation ETF

Fund A

Fund B

Holdings overlap

90%

of assets, by weight

Shared positions

of 9 / 9 holdings

AOK expense ratio

0.15%

net, per year

AOM expense ratio

0.15%

net, per year

AOK and AOM are largely redundant — holding both means most of your money tracks the same underlying companies.

Shared holdings

Company

AOK

AOM

IUSBISHR CR UNVRSE USD BD ETF-UI

56.45%

47.89%

IVVISHARES CORE S&P 500 ETF

17.63%

23.26%

IDEVISHARES CORE MSCI DEV MKTS

8.55%

11.29%

IAGGISHARES INTL AGGREGATE BOND

9.80%

8.31%

IEMGISHARES CORE MSCI EMERGING

3.66%

4.83%

BISXXBCF INSTITUTIONAL-SL AGNCY

2.36%

IJHISHARES CORE S&P MIDCAP ETF

1.00%

1.32%

IJRISHARES CORE S&P SMALL-CAP E

0.49%

0.64%

XTSLABLCKRCK CASH-TRSRY-SL AGNCY

0.07%

0.09%

Only in AOK

Nothing exclusive.

Only in AOM

Nothing exclusive.

Hold AOK and AOM together? See your combined true holdings, overlap, and blended fees — free, no signup.

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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.