Fund comparison · from official SEC filings

EAOA vs EAOR: how much do they overlap?

iShares ESG Aware 80/20 Aggressive Allocation ETF and iShares ESG Aware 60/40 Balanced Allocation ETF
Holdings overlap
81%
of assets, by weight
Shared positions
7
of 7 / 7 holdings
EAOA expense ratio
0.18%
net, per year
EAOR expense ratio
0.18%
net, per year
EAOA and EAOR are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
EAOA
EAOR
E
ESGUISHARES ESG AWARE MSCI USA
47.04%
35.66%
E
EAGGISHARES ESG AWARE US AGGREGA
17.50%
35.37%
E
ESGDISHARES TRUST ISHARES ESG AW
15.95%
12.09%
E
ESGEISHARES INC ISHARES ESG AWAR
8.63%
6.54%
B
BISXXBCF INSTITUTIONAL-SL AGNCY
5.88%
6.52%
E
ESMLISHARES ESG AWARE MSCI USA S
4.92%
3.73%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
0.09%
0.09%
Only in EAOA
Nothing exclusive.
Only in EAOR
Nothing exclusive.
Hold EAOA and EAOR together? See your combined true holdings, overlap, and blended fees — free, no signup.
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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.
EAOA vs EAOR: 81% holdings overlap — Unwrap.Fund