Fund comparison · from official SEC filings

EAOM vs EAOR: how much do they overlap?

iShares ESG Aware 40/60 Moderate Allocation ETF and iShares ESG Aware 60/40 Balanced Allocation ETF
Holdings overlap
80%
of assets, by weight
Shared positions
7
of 7 / 7 holdings
EAOM expense ratio
0.18%
net, per year
EAOR expense ratio
0.18%
net, per year
EAOM and EAOR are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
EAOM
EAOR
E
EAGGISHARES ESG AWARE US AGGREGA
55.17%
35.37%
E
ESGUISHARES ESG AWARE MSCI USA
24.72%
35.66%
E
ESGDISHARES TRUST ISHARES ESG AW
8.38%
12.09%
E
ESGEISHARES INC ISHARES ESG AWAR
4.53%
6.54%
B
BISXXBCF INSTITUTIONAL-SL AGNCY
4.52%
6.52%
E
ESMLISHARES ESG AWARE MSCI USA S
2.58%
3.73%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
0.09%
0.09%
Only in EAOM
Nothing exclusive.
Only in EAOR
Nothing exclusive.
Hold EAOM 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.
EAOM vs EAOR: 80% holdings overlap — Unwrap.Fund