Fund comparison · from official SEC filings

AOM vs ITDC: how much do they overlap?

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

iShares Core 40/60 Moderate Allocation ETF and iShares LifePath Target Date 2035 ETF

Fund A

Fund B

Holdings overlap

19%

of assets, by weight

Shared positions

of 9 / 15 holdings

AOM expense ratio

0.15%

net, per year

ITDC expense ratio

0.10%

net, per year

Shared holdings

Company

AOM

ITDC

IDEVISHARES CORE MSCI DEV MKTS

11.29%

14.48%

IEMGISHARES CORE MSCI EMERGING

4.83%

7.07%

BISXXBCF INSTITUTIONAL-SL AGNCY

2.36%

6.39%

XTSLABLCKRCK CASH-TRSRY-SL AGNCY

0.09%

0.16%

Only in AOM

IUSBISHR CR UNVRSE USD BD ETF-UI

47.89%

IVVISHARES CORE S&P 500 ETF

23.26%

IAGGISHARES INTL AGGREGATE BOND

8.31%

IJHISHARES CORE S&P MIDCAP ETF

1.32%

IJRISHARES CORE S&P SMALL-CAP E

0.64%

Only in ITDC

IWBISHARES RUSSELL 1000 ETF

33.95%

GOVTISHARES US TREASURY BOND ETF

11.99%

MBBISHARES MBS ETF

8.18%

IGSBISHARES 1-5Y INV GRADE CORP

4.28%

IGIBISHARES 5-10Y INV GRADE CORP

2.99%

IGLBISHARES 10+ YEAR INV GR CORP

2.55%

USRTISHARES CORE US REIT ETF

2.22%

TLHISHARES 10-20 YEAR TREASURY

1.90%

IGFISHARES GLOBAL INFRASTRUCTUR

1.88%

IWMISHARES RUSSELL 2000 ETF

1.01%

STIPISHARES 0-5 YEAR TIPS BOND E

0.97%

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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.