Fund comparison · from official SEC filings

AOM vs HEQT: how much do they overlap?

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

iShares Core 40/60 Moderate Allocation ETF and Simplify Hedged Equity ETF

Fund A

Fund B

Holdings overlap

23%

of assets, by weight

Shared positions

of 9 / 3 holdings

AOM expense ratio

0.15%

net, per year

HEQT expense ratio

0.43%

net, per year

Shared holdings

Company

AOM

HEQT

IVVISHARES CORE S&P 500 ETF

23.26%

98.10%

Only in AOM

IUSBISHR CR UNVRSE USD BD ETF-UI

47.89%

IDEVISHARES CORE MSCI DEV MKTS

11.29%

IAGGISHARES INTL AGGREGATE BOND

8.31%

IEMGISHARES CORE MSCI EMERGING

4.83%

BISXXBCF INSTITUTIONAL-SL AGNCY

2.36%

IJHISHARES CORE S&P MIDCAP ETF

1.32%

IJRISHARES CORE S&P SMALL-CAP E

0.64%

XTSLABLCKRCK CASH-TRSRY-SL AGNCY

0.09%

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.