Fund comparison · from official SEC filings

AOM vs IVVW: how much do they overlap?

iShares Core 40/60 Moderate Allocation ETF and iShares S&P 500 BuyWrite ETF
Holdings overlap
23%
of assets, by weight
Shared positions
2
of 9 / 3 holdings
AOM expense ratio
0.15%
net, per year
IVVW expense ratio
0.25%
net, per year
Shared holdings
Company
AOM
IVVW
I
IVVISHARES CORE S&P 500 ETF
23.26%
102.23%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
0.09%
0.16%
Only in AOM
I
IUSBISHR CR UNVRSE USD BD ETF-UI
47.89%
I
IDEVISHARES CORE MSCI DEV MKTS
11.29%
I
IAGGISHARES INTL AGGREGATE BOND
8.31%
I
IEMGISHARES CORE MSCI EMERGING
4.83%
B
BISXXBCF INSTITUTIONAL-SL AGNCY
2.36%
I
IJHISHARES CORE S&P MIDCAP ETF
1.32%
I
IJRISHARES CORE S&P SMALL-CAP E
0.64%
Only in IVVW
?
Options Clearing Corp.
-2.39%
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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.
AOM vs IVVW: 23% holdings overlap — Unwrap.Fund