Both AOA and VT are ETFs. AOA has a lower 5-year return than VT (11.93% vs 14.48%). AOA has a higher expense ratio than VT (0.25% vs 0.08%). Below is the comparison between AOA and VT.
| AOA | VT | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 0 | 80 |
| Category | Allocation--70% to 85% Equity | N/A |
| Family | BlackRock | Vanguard |
| Net Assets | $1.47B | N/A |
| Expense Ratio | 0.25% | 0.08% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 1.64% | 1.61% |
| Underlying Index | S&P Target Risk Aggressive Index | FTSE Global All Cap Net TR US RIC |
| YTD Return | 7.47% | 9.15% |
| 1-Year Return | 39.03% | 51.63% |
| 3-Year Return | 11.22% | 13.24% |
| 5-Year Return | 11.93% | 14.48% |
| 10-Year Return | 9.20% | 9.59% |
AOA
AOA description
iShares Trust - iShares Core Aggressive Allocation ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. It invests in public equity and fixed income markets of global region. For its equity portion, the fund invests through other funds in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. For its fixed income portion, the fund invests through other funds in U.S. treasury bonds. It employs an aggressive target risk allocation strategy to create its portfolio. The fund seeks to track the performance of the S&P Target Risk Aggressive Index, by using representative sampling technique. iShares Trust - iShares Core Aggressive Allocation ETF was formed on November 4, 2008 and is domiciled in the United States.
AOA performance & returns
| YTD Return | 7.47% |
| 1-Month Return | 2.16% |
| 3-Month Return | 4.59% |
| 1-Year Return | 39.03% |
| 3-Year Return | 11.22% |
| 5-Year Return | 11.93% |
| 10-Year Return | 9.20% |
AOA holdings
Top 10 Holdings (12.05% of Total Assets)
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
Vanguard International Equity Index Funds - Vanguard Total World Stock ETF is an exchange traded fund launched and managed by The Vanguard Group, Inc. The fund invests in public equity markets of global region. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the FTSE Global All Cap Index, by using representative sampling technique. Vanguard International Equity Index Funds - Vanguard Total World Stock ETF was formed on June 24, 2008 and is domiciled in the United States.
VT performance & returns
| YTD Return | 9.15% |
| 1-Month Return | 2.25% |
| 3-Month Return | 5.20% |
| 1-Year Return | 51.63% |
| 3-Year Return | 13.24% |
| 5-Year Return | 14.48% |
| 10-Year Return | 9.59% |
VT holdings
Top 10 Holdings (12.57% of Total Assets)
VT pros
The following are VT strengths from our perspective:
- VT 3-year return is 13.24%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
- VT 5-year return is 14.48%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
- VT 10-year return is 9.59%, which is higher than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
- VT expense ratio is 0.08%, 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.
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