AOA vs BCKT

iShares Core 80/20 Aggressive Allocation ETF against LifeX 2030 Income Bucket ETF: cost, size, returns, what they hold and how much of it is the same.

Fee gap
—
same fee
1-year return gap
25.8 pts
AOA is ahead
Larger fund
AOA
$3.3B

Side by side

AOABCKT
FundiShares Core 80/20 Aggressive Allocation ETFLifeX 2030 Income Bucket ETF
IssueriSharesLifeX
CategoryAllocationAllocation
Expense ratio0.15%—
Assets$3.3B—
Average daily dollar volume$19M$9K
ListedNov 4, 2008Sep 23, 2025
FrenzyCap score70—
1-month return−3.0%−1.3%
3-month return−4.6%−5.7%
Year to date+5.6%−18.6%
1-year return+6.3%−19.5%
30-day volatility12.8%9.2%
Worst drawdown, 1 year−8.2%−20.1%
Trailing 12-month yield2.23%26.36%
Holdings9—
Top 10 weight99.9%—
Look-through P/E——
Holdings vs fair value——
Holdings above 200-day average——
Net flow, latest 3 reported months+$77M thru Jul 2026—
30-day implied volatility15.2%—
Holdings as ofas of Nov 6, 2026issuer data

Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.

More: full overlap table · AOA holdings · BCKT holdings

Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.