AOA vs IVV

Both AOA and IVV are ETFs. AOA has a lower 5-year return than IVV (11.77% vs 17.87%). AOA has a higher expense ratio than IVV (0.15% vs 0.03%). Below is the comparison between AOA and IVV.

AOA IVV
Security Type ETF ETF
Segment Asset Allocation: Target Risk Equity: U.S. - Large Cap
Family BlackRock BlackRock
Net Assets $1.55B $316.19B
Expense Ratio 0.15% 0.03%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.52% 1.25%
Underlying Index S&P Target Risk Aggressive Index S&P 500
YTD Return 12.32% 23.94%
1-Year Return 16.03% 28.39%
3-Year Return 14.20% 21.89%
5-Year Return 11.77% 17.87%
10-Year Return 11.34% 17.04%

AOA description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P Target Risk Aggressive Index (the "Underlying Index"). The Fund seeks capital appreciation.

AOA performance & returns

YTD Return 12.32%
1-Month Return -1.20%
3-Month Return 0.25%
1-Year Return 16.03%
3-Year Return 14.20%
5-Year Return 11.77%
10-Year Return 11.34%
AOA expense ratio is 0.15%.

AOA holdings

Top 10 Holdings (12.49% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 2.57%
Microsoft Corp MSFT 2.25%
Amazon.com Inc AMZN 1.90%
BlackRock Cash Funds Instl SL Agency BISXX 1.57%
Facebook Inc A FB 0.93%
Alibaba Group Holding Ltd ADR BABA 0.72%
Alphabet Inc A GOOGL 0.71%
Alphabet Inc Class C GOOG 0.70%
Berkshire Hathaway Inc Class B BRK.B 0.59%
Tencent Holdings Ltd 00700 0.55%

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IVV description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P 500 Index. Uses a replication strategy to try to track the Index, which includes approximately 77% of the market capitalization of all publicly traded US equity securities.

IVV performance & returns

YTD Return 23.94%
1-Month Return 0.62%
3-Month Return 3.15%
1-Year Return 28.39%
3-Year Return 21.89%
5-Year Return 17.87%
10-Year Return 17.04%
IVV expense ratio is 0.03%.

IVV holdings

Top 10 Holdings (27.91% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.44%
Microsoft Corp MSFT 5.64%
Amazon.com Inc AMZN 4.76%
Facebook Inc A FB 2.33%
Alphabet Inc A GOOGL 1.79%
Alphabet Inc Class C GOOG 1.75%
Berkshire Hathaway Inc Class B BRK.B 1.47%
Johnson & Johnson JNJ 1.33%
Procter & Gamble Co PG 1.26%
NVIDIA Corp NVDA 1.14%

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