AOA vs HOLD
iShares Core 80/20 Aggressive Allocation ETF against Harbor Alpha Layering ETF: cost, size, returns, what they hold and how much of it is the same.
Overlap by weight
41%
1 shared positions
Fee gap
55 bp
AOA is cheaper
1-year return gap
6.2 pts
AOA is ahead
Larger fund
AOA
$3.4B
Side by side
| AOA | HOLD | |
|---|---|---|
| Fund | iShares Core 80/20 Aggressive Allocation ETF | Harbor Alpha Layering ETF |
| Issuer | iShares | Harbor |
| Category | Allocation | Allocation |
| Expense ratio | 0.15% | 0.70% |
| Assets | $3.4B | $8.2M |
| Average daily dollar volume | $15M | $157K |
| Listed | Nov 4, 2008 | Aug 13, 2025 |
| FrenzyCap score | 69 | 18 |
| 1-month return | +0.1% | +3.9% |
| 3-month return | +1.5% | +4.7% |
| Year to date | +9.4% | +11.1% |
| 1-year return | +10.5% | +4.4% |
| 30-day volatility | 8.7% | 10.1% |
| Worst drawdown, 1 year | −8.2% | −12.4% |
| Trailing 12-month yield | 2.15% | 6.59% |
| Holdings | 9 | 20 |
| Top 10 weight | 99.9% | 45.2% |
| Look-through P/E | — | — |
| Holdings vs fair value | — | — |
| Holdings above 200-day average | — | — |
| Net flow, latest 3 reported months | +$77M thru Jul 2026 | $0 thru Jul 2026 |
| 30-day implied volatility | 11.3% | — |
| Holdings as of | as of Oct 8, 2026issuer data | as of Apr 30, 2026SEC filing |
Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.
Largest shared holdings
47% of AOA · 41% of HOLD| Holding | AOA | HOLD |
|---|---|---|
| IVV | 46.97% | 41.12% |
Sector mix of the stock holdings
No sector breakdown: these funds hold few classified stocks.
More: full overlap table · AOA holdings · HOLD 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.