Fund comparison · from official SEC filings

AOM vs AOR: how much do they overlap?

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

iShares Core 40/60 Moderate Allocation ETF and iShares Core 60/40 Balanced Allocation ETF

Fund A

Fund B

Holdings overlap

80%

of assets, by weight

Shared positions

of 9 / 9 holdings

AOM expense ratio

0.15%

net, per year

AOR expense ratio

0.15%

net, per year

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

Shared holdings

Company

AOM

AOR

IUSBISHR CR UNVRSE USD BD ETF-UI

47.89%

31.63%

IVVISHARES CORE S&P 500 ETF

23.26%

34.57%

IDEVISHARES CORE MSCI DEV MKTS

11.29%

16.77%

IAGGISHARES INTL AGGREGATE BOND

8.31%

5.49%

IEMGISHARES CORE MSCI EMERGING

4.83%

7.18%

BISXXBCF INSTITUTIONAL-SL AGNCY

2.36%

1.36%

IJHISHARES CORE S&P MIDCAP ETF

1.32%

1.96%

IJRISHARES CORE S&P SMALL-CAP E

0.64%

0.95%

XTSLABLCKRCK CASH-TRSRY-SL AGNCY

0.09%

Only in AOM

Nothing exclusive.

Only in AOR

Nothing exclusive.

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

Unwrap your portfolio →

Other comparisons you might like

AOM vs AOKiShares Core 30/70 Conservative Allocation ETF

90% overlap

AOR vs AOAiShares Core 80/20 Aggressive Allocation ETF

80% overlap

AOR vs AOKiShares Core 30/70 Conservative Allocation ETF

70% overlap

AOM vs AOAiShares Core 80/20 Aggressive Allocation ETF

60% overlap

AOR vs ITDDiShares LifePath Target Date 2040 ETF

25% overlap

AOR vs ITDEiShares LifePath Target Date 2045 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.