AOA vs VT

Both AOA and VT are ETFs. AOA has a lower 5-year return than VT (6.31% vs 7.97%). AOA has a higher expense ratio than VT (0.15% vs 0.07%). Below is the comparison between AOA and VT.

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AOA VT
Security Type ETF ETF
Category World Allocation N/A
Family BlackRock Vanguard
Net Assets $1.60B N/A
Expense Ratio 0.15% 0.07%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.53% 2.59%
Underlying Index S&P Target Risk Aggressive Index FTSE Global All Cap Net TR US RIC
YTD Return -19.48% -21.15%
1-Year Return -18.25% -20.16%
3-Year Return 3.30% 5.07%
5-Year Return 6.31% 7.97%
10-Year Return 7.32% 8.20%

AOA

AOA description

null

AOA performance & returns

YTD Return -19.48%
1-Month Return 2.38%
3-Month Return -5.26%
1-Year Return -18.25%
3-Year Return 3.30%
5-Year Return 6.31%
10-Year Return 7.32%
AOA expense ratio is 0.15%.

AOA holdings

Top 10 Holdings (107.20% of Total Assets)

Name Symbol % Assets
iShares Core S&P 500 ETF IVV 42.89%
iShares Core MSCI Intl Dev Mkts ETF IDEV 23.08%
iShares Core Total USD Bond Market ETF IUSB 18.74%
iShares Core MSCI Emerging Markets ETF IEMG 8.04%
iShares Core International Aggt Bd ETF IAGG 3.36%
iShares Core S&P Mid-Cap ETF IJH 2.64%
Apple Inc AAPL 2.54%
Microsoft Corp MSFT 2.38%
BlackRock Cash Funds Instl SL Agency BISXX 1.95%
Amazon.com Inc AMZN 1.58%

AOA pros

None that we could think of.

AOA cons

None that we could think of.

Other relevant AOA comparisons

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VT

VT description

null

VT performance & returns

YTD Return -21.15%
1-Month Return 3.39%
3-Month Return -4.88%
1-Year Return -20.16%
3-Year Return 5.07%
5-Year Return 7.97%
10-Year Return 8.20%
VT expense ratio is 0.07%.

VT holdings

Top 10 Holdings (14.63% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 3.71%
Microsoft Corp MSFT 3.02%
Amazon.com Inc AMZN 1.74%
Facebook Inc Class A FB 1.10%
Tesla Inc TSLA 1.08%
Alphabet Inc Class A GOOGL 1.00%
Alphabet Inc Class C GOOG 0.93%
UnitedHealth Group Inc UNH 0.75%
Johnson & Johnson JNJ 0.66%
NVIDIA Corp NVDA 0.64%

VT pros

The following are VT strengths from our perspective:

  • VT 5-year return is 7.97%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
  • VT 10-year return is 8.2%, which is in line with the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
  • VT expense ratio is 0.07%, which is considered low. Nice job picking a low-cost fund.

VT cons

The following are VT weaknesses from our perspective:

  • VT net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • VT 3-year return is 5.07%, which is lower than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.

Other relevant VT comparisons

You may also want to check out the following VT comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.