Compare ETFs
Side by side
| AOA | SPY | |
|---|---|---|
| Name | iShares Core Aggressive Allocation ETF | State Street® SPDR® S&P 500® ETF Trust |
| Assets | $3.33B | $809.77B |
| Fee | 0.15% | 0.09% |
| Yield | 2.2% | 1.0% |
| Components | 6489 | 502 |
| Top 10 weight | 18% | 39% |
| This year | +9.7% | +12.5% |
| 1 year | +12.9% | +17.4% |
| 3 years, yearly | +17.8% | +21.8% |
| 5 years, yearly | +8.6% | +12.4% |
| 10 years, yearly | +10.3% | +15.2% |
| Volatility, 3 years | 9.9% | 12.7% |
| Sharpe ratio, 3 years | 1.25 | 1.38 |
Green: the lowest fee and the best return in each row.
Returns
Total return; over three years and longer, a year on average.
This year
1 year
3 years
5 years
10 years
How much they overlap
For every company two funds both hold, the smaller of its two weights, added up: 100% would be the same portfolio.
45% AOA and SPY
493 companies in both: 8% of AOA's holdings, 98% of SPY's.
NVDA 3.7%AAPL 3.3%MSFT 2.7%AMZN 1.7%GOOGL 1.5%AVGO 1.2%META 1.2%GOOG 1.1%MU 0.8%LLY 0.7%
Sectors
| AOA | SPY | |
|---|---|---|
| Technology | 29.7% | 41.1% |
| Financial Services | 16.7% | 11.4% |
| Industrials | 11.2% | 7.7% |
| Communication Services | 7.4% | 10.3% |
| Healthcare | 8.5% | 9.7% |
| Consumer Cyclicals | 8.7% | 8.6% |
| Consumer Defensive | 4.8% | 4.7% |
| Energy | 4.5% | 3.8% |
| Basic Materials | 4.0% | 1.5% |
| Utilities | 2.5% | 2.0% |
| Real Estate | 2.1% | 1.8% |
From the market data provider's fund data. Returns are the funds' own and say nothing certain about future ones. None of this is advice.