Fund comparison · from official SEC filings

AOR vs HEQT: how much do they overlap?

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

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

Fund A

Fund B

Holdings overlap

35%

of assets, by weight

Shared positions

of 9 / 3 holdings

AOR expense ratio

0.15%

net, per year

HEQT expense ratio

0.43%

net, per year

Shared holdings

Company

AOR

HEQT

IVVISHARES CORE S&P 500 ETF

34.57%

98.10%

Only in AOR

IUSBISHR CR UNVRSE USD BD ETF-UI

31.63%

IDEVISHARES CORE MSCI DEV MKTS

16.77%

IEMGISHARES CORE MSCI EMERGING

7.18%

IAGGISHARES INTL AGGREGATE BOND

5.49%

IJHISHARES CORE S&P MIDCAP ETF

1.96%

BISXXBCF INSTITUTIONAL-SL AGNCY

1.36%

IJRISHARES CORE S&P SMALL-CAP E

0.95%

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.