Fund comparison · from official SEC filings
AOR vs ITDE: how much do they overlap?
iShares Core 60/40 Balanced Allocation ETF and iShares LifePath Target Date 2045 ETF
vs
Shared holdings
Company
AOR
ITDE
I
IDEVISHARES CORE MSCI DEV MKTS
16.77%
20.11%
I
IEMGISHARES CORE MSCI EMERGING
7.18%
9.80%
B
BISXXBCF INSTITUTIONAL-SL AGNCY
1.36%
5.88%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
0.09%
0.15%
Only in AOR
I
IVVISHARES CORE S&P 500 ETF
34.57%
I
IUSBISHR CR UNVRSE USD BD ETF-UI
31.63%
I
IAGGISHARES INTL AGGREGATE BOND
5.49%
I
IJHISHARES CORE S&P MIDCAP ETF
1.96%
I
IJRISHARES CORE S&P SMALL-CAP E
0.95%
Only in ITDE
I
IWBISHARES RUSSELL 1000 ETF
44.15%
G
GOVTISHARES US TREASURY BOND ETF
4.16%
U
USRTISHARES CORE US REIT ETF
3.49%
M
MBBISHARES MBS ETF
3.42%
I
IGLBISHARES 10+ YEAR INV GR CORP
2.75%
I
IWMISHARES RUSSELL 2000 ETF
2.47%
I
IGSBISHARES 1-5Y INV GRADE CORP
1.20%
T
TLHISHARES 10-20 YEAR TREASURY
0.85%
I
IGFISHARES GLOBAL INFRASTRUCTUR
0.79%
I
IGIBISHARES 5-10Y INV GRADE CORP
0.77%
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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.
Informational and educational only — not investment advice.