ITDG vs. AOA ETF Comparison

Comparison of iShares LifePath Target Date 2055 ETF (ITDG) to iShares Core Aggressive Allocation ETF (AOA)
ITDG

iShares LifePath Target Date 2055 ETF

ITDG Description

iShares® LifePath® Target Date 2055 ETF seeks to provide retirement outcomes through exposure to a broad portfolio of ETFs which adjusts its allocation as it approaches its target date.

Grade (RS Rating)

Last Trade

$32.36

Average Daily Volume

2,820

Number of Holdings *

6

* may have additional holdings in another (foreign) market
AOA

iShares Core Aggressive Allocation ETF

AOA Description The investment seeks to track the investment results of the S&P Target Risk Aggressive Index composed of a portfolio of underlying equity and fixed income funds intended to represent an aggressive target risk allocation strategy. The fund is a fund of funds and seeks its investment objective by investing primarily in underlying funds that themselves seek investment results corresponding to their own respective underlying indexes. It generally will invest at least 90% of its assets in the component securities of the underlying index. The index measures the performance of the S&P Dow Jones Indices LLC proprietary allocation model.

Grade (RS Rating)

Last Trade

$78.14

Average Daily Volume

88,313

Number of Holdings *

7

* may have additional holdings in another (foreign) market
Performance
Period ITDG AOA
30 Days 0.46% -0.27%
60 Days 1.98% 0.56%
90 Days 2.80% 1.31%
12 Months 24.23% 20.70%
2 Overlapping Holdings
Symbol Grade Weight in ITDG Weight in AOA Overlap
IDEV D 23.47% 21.41% 21.41%
IEMG D 9.56% 8.28% 8.28%
ITDG Overweight 4 Positions Relative to AOA
Symbol Grade Weight
IWB A 59.96%
IWM B 4.34%
IGLB D 1.36%
USRT C 1.2%
ITDG Underweight 5 Positions Relative to AOA
Symbol Grade Weight
IVV A -46.29%
IUSB D -16.78%
IAGG C -3.0%
IJH A -2.8%
IJR B -1.33%
Compare ETFs