AOA was created on 2008-11-04 by iShares. The fund's investment portfolio concentrates primarily on target risk asset allocation. The ETF currently has 2428.61m in AUM and 9 holdings. AOA tracks a proprietary index that provides significant exposure to equities", and a small portion to fixed income securities with a goal of long-term capital appreciation.
SCHG was created on 2009-12-11 by Schwab. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 45438.26m in AUM and 229 holdings. SCHG tracks the Dow Jones U.S. Large-Cap Growth Total Stock Market Index", which selects growth stocks from 750 of the largest U.S. companies by market cap.
Key Details
Nov 04, 2008
Dec 11, 2009
Asset Allocation
Equity
Target Risk
Large Cap
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
IWF | 99.79% | $115.42B | 0.19% | |
VONG | 99.75% | $30.50B | 0.07% | |
VUG | 99.74% | $183.53B | 0.04% | |
ILCG | 99.60% | $2.88B | 0.04% | |
IWY | 99.60% | $14.62B | 0.2% | |
MGK | 99.58% | $28.59B | 0.07% | |
QGRW | 99.57% | $1.61B | 0.28% | |
SPYG | 99.56% | $39.56B | 0.04% | |
IVW | 99.55% | $62.61B | 0.18% | |
IUSG | 99.51% | $24.15B | 0.04% | |
VOOG | 99.44% | $18.97B | 0.07% | |
ONEQ | 99.26% | $8.37B | 0.21% | |
JGRO | 99.26% | $6.78B | 0.44% | |
TCHP | 99.23% | $1.46B | 0.57% | |
XLG | 99.21% | $9.88B | 0.2% | |
TMFC | 99.20% | $1.57B | 0.5% | |
QQQM | 99.19% | $56.08B | 0.15% | |
QQQ | 99.18% | $361.90B | 0.2% | |
SFY | 98.55% | $533.29M | 0.05% | |
SPUS | 98.53% | $1.42B | 0.45% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -85.26% | $88.17M | 0.59% | |
VIXY | -81.02% | $280.49M | 0.85% | |
VIXM | -74.68% | $25.97M | 0.85% | |
BTAL | -69.96% | $311.96M | 1.43% | |
IVOL | -45.39% | $337.06M | 1.02% | |
SPTS | -36.08% | $5.82B | 0.03% | |
XONE | -33.81% | $632.14M | 0.03% | |
FXY | -33.18% | $599.36M | 0.4% | |
VGSH | -32.27% | $22.75B | 0.03% | |
UTWO | -31.92% | $373.54M | 0.15% | |
SCHO | -31.36% | $10.95B | 0.03% | |
FTSD | -30.05% | $233.62M | 0.25% | |
IBTI | -27.36% | $1.07B | 0.07% | |
IBTH | -27.20% | $1.67B | 0.07% | |
IBTG | -27.04% | $1.96B | 0.07% | |
IBTJ | -25.13% | $698.84M | 0.07% | |
TBLL | -23.73% | $2.13B | 0.08% | |
BILS | -23.45% | $3.82B | 0.1356% | |
IEI | -23.11% | $15.74B | 0.15% | |
IBTK | -21.95% | $458.96M | 0.07% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
NVDA | 81.69% | $4.37T | +53.20% | 0.02% |
AMZN | 81.37% | $2.44T | +23.11% | 0.00% |
MKSI | 79.74% | $6.74B | -20.24% | 0.92% |
MSFT | 79.35% | $3.81T | +22.68% | 0.59% |
BN | 78.27% | $111.25B | +38.40% | 0.51% |
META | 78.21% | $1.75T | +46.41% | 0.26% |
JHG | 78.14% | $6.80B | +15.90% | 3.71% |
PH | 78.12% | $93.54B | +30.45% | 0.92% |
KKR | 77.96% | $133.98B | +21.85% | 0.47% |
ETN | 77.62% | $152.64B | +27.99% | 1.01% |
BNT | 77.58% | $13.56B | +37.83% | 0.00% |
AMD | 77.24% | $291.06B | +24.25% | 0.00% |
AXP | 77.22% | $211.14B | +19.91% | 1.01% |
ARES | 77.14% | $41.01B | +22.54% | 2.18% |
ITT | 76.95% | $12.56B | +12.83% | 0.85% |
APH | 76.73% | $128.79B | +64.16% | 0.62% |
NCV | 76.44% | - | - | 7.11% |
DOV | 76.40% | $24.99B | -1.11% | 1.13% |
AEIS | 76.38% | $5.43B | +23.80% | 0.28% |
LRCX | 76.38% | $126.75B | +7.56% | 3.23% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
IBMN | 0.01% | $439.18M | 0.18% | |
ITM | -0.04% | $1.87B | 0.18% | |
SCHP | -0.16% | $13.31B | 0.03% | |
SUB | 0.20% | $10.03B | 0.07% | |
GTIP | 0.26% | $171.28M | 0.12% | |
GSY | 0.27% | $2.74B | 0.22% | |
VCRB | 0.31% | $3.38B | 0.1% | |
MBB | 0.40% | $39.94B | 0.04% | |
USTB | -0.57% | $1.32B | 0.35% | |
IBD | 0.58% | $391.14M | 0.43% | |
DFIP | 0.58% | $937.81M | 0.11% | |
FLCB | 0.59% | $2.66B | 0.15% | |
TDTF | -0.65% | $853.34M | 0.18% | |
BOND | -0.65% | $5.65B | 0.7% | |
JMBS | -0.65% | $5.87B | 0.22% | |
TLT | 0.78% | $47.73B | 0.15% | |
SHAG | 0.85% | $42.87M | 0.12% | |
CGSD | -1.01% | $1.43B | 0.25% | |
GNMA | -1.03% | $369.46M | 0.1% | |
BSSX | -1.05% | $83.94M | 0.18% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
AWK | -25.81% | $27.23B | -1.90% | 2.25% |
CBOE | -24.57% | $25.31B | +31.70% | 1.05% |
ED | -24.51% | $36.96B | +5.20% | 3.30% |
DUK | -15.31% | $93.64B | +10.26% | 3.48% |
WTRG | -15.28% | $10.35B | -9.18% | 3.55% |
MKTX | -14.63% | $7.88B | -6.01% | 1.45% |
KR | -14.26% | $45.82B | +27.16% | 1.86% |
AEP | -13.09% | $60.50B | +15.42% | 3.26% |
EXC | -12.52% | $44.68B | +18.98% | 3.53% |
BCE | -12.36% | $21.69B | -30.24% | 10.46% |
CME | -12.22% | $100.09B | +46.94% | 1.73% |
AMT | -11.96% | $97.72B | -5.29% | 3.21% |
MO | -11.78% | $103.59B | +25.48% | 6.67% |
SO | -11.61% | $104.30B | +13.63% | 3.05% |
DG | -10.86% | $23.23B | -12.33% | 2.24% |
MSEX | -9.79% | $931.13M | -21.84% | 2.63% |
YORW | -9.69% | $441.95M | -25.71% | 2.83% |
JNJ | -8.93% | $402.82B | +5.96% | 3.03% |
TU | -8.18% | $24.69B | +0.31% | 7.13% |
AWR | -8.06% | $2.83B | -10.93% | 2.55% |
Failed to load SCHG news
Failed to load AOA news
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
UUU | -0.16% | $8.10M | +138.10% | 0.00% |
EMA | 0.32% | $14.00B | +30.16% | 4.37% |
HUSA | -0.36% | $351.35M | -23.87% | 0.00% |
CNC | 0.51% | $12.67B | -66.47% | 0.00% |
BGS | -0.67% | $331.16M | -51.86% | 18.51% |
LITB | 0.77% | $22.98M | -66.66% | 0.00% |
FE | 0.83% | $24.12B | -0.29% | 4.10% |
FIZZ | -0.99% | $4.37B | -4.24% | 0.00% |
DFDV | 1.05% | $218.16M | +1,755.57% | 0.00% |
CPB | 1.10% | $9.57B | -31.52% | 4.88% |
PPC | -1.17% | $11.31B | +30.57% | 0.00% |
PHYS | 1.18% | - | - | 0.00% |
UL | -1.21% | $144.79B | -3.89% | 3.28% |
BTI | -1.31% | $116.20B | +49.16% | 5.66% |
MSIF | 1.37% | $726.09M | +28.49% | 8.05% |
IMDX | 1.52% | $77.22M | -14.01% | 0.00% |
BJ | 1.59% | $13.89B | +19.59% | 0.00% |
AQB | 1.67% | $2.76M | -56.46% | 0.00% |
CI | -1.73% | $79.57B | -14.57% | 1.98% |
NOC | -1.78% | $82.02B | +18.27% | 1.48% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
IEF | 0.13% | $35.09B | 0.15% | |
JPLD | 0.14% | $2.10B | 0.24% | |
FTSM | -0.15% | $6.25B | 0.45% | |
TDTT | -0.22% | $2.67B | 0.18% | |
CMBS | 0.37% | $447.24M | 0.25% | |
IBTO | -0.85% | $364.01M | 0.07% | |
UTEN | 0.87% | $213.14M | 0.15% | |
STIP | 0.93% | $12.42B | 0.03% | |
FLGV | 1.02% | $1.05B | 0.09% | |
STXT | -1.10% | $137.26M | 0.49% | |
BWX | 2.13% | $1.52B | 0.35% | |
CGSM | 2.33% | $741.63M | 0.25% | |
SGOV | -2.36% | $52.19B | 0.09% | |
GVI | 2.37% | $3.49B | 0.2% | |
IBTP | 2.58% | $145.86M | 0.07% | |
FLMI | 2.60% | $789.60M | 0.3% | |
NEAR | 2.63% | $3.41B | 0.25% | |
BWZ | 2.69% | $513.93M | 0.35% | |
GOVT | 2.69% | $27.44B | 0.05% | |
BUXX | 2.75% | $308.20M | 0.25% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VT | 99.38% | $50.64B | 0.06% | |
SPGM | 99.23% | $1.14B | 0.09% | |
ACWI | 99.14% | $22.73B | 0.32% | |
URTH | 98.97% | $5.45B | 0.24% | |
AOR | 98.14% | $2.58B | 0.15% | |
DFAW | 98.10% | $806.53M | 0.25% | |
IWV | 96.72% | $16.33B | 0.2% | |
SCHB | 96.72% | $35.46B | 0.03% | |
VOO | 96.64% | $714.90B | 0.03% | |
IVV | 96.62% | $644.56B | 0.03% | |
PBUS | 96.60% | $7.90B | 0.04% | |
SPLG | 96.60% | $79.47B | 0.02% | |
ILCB | 96.59% | $1.09B | 0.03% | |
VV | 96.58% | $43.84B | 0.04% | |
LCTU | 96.57% | $1.32B | 0.14% | |
BBUS | 96.57% | $5.23B | 0.02% | |
IWB | 96.56% | $42.63B | 0.15% | |
SCHX | 96.56% | $57.93B | 0.03% | |
VTI | 96.54% | $517.49B | 0.03% | |
ITOT | 96.53% | $73.53B | 0.03% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -84.37% | $88.17M | 0.59% | |
VIXY | -81.36% | $280.49M | 0.85% | |
VIXM | -72.60% | $25.97M | 0.85% | |
BTAL | -61.97% | $311.96M | 1.43% | |
IVOL | -39.49% | $337.06M | 1.02% | |
XONE | -28.48% | $632.14M | 0.03% | |
FTSD | -27.86% | $233.62M | 0.25% | |
SPTS | -25.40% | $5.82B | 0.03% | |
TBLL | -21.19% | $2.13B | 0.08% | |
SCHO | -21.16% | $10.95B | 0.03% | |
VGSH | -20.74% | $22.75B | 0.03% | |
UTWO | -20.56% | $373.54M | 0.15% | |
BILS | -19.73% | $3.82B | 0.1356% | |
FXY | -17.09% | $599.36M | 0.4% | |
XHLF | -16.27% | $1.76B | 0.03% | |
IBTG | -16.08% | $1.96B | 0.07% | |
IBTH | -16.03% | $1.67B | 0.07% | |
IBTI | -15.48% | $1.07B | 0.07% | |
CLIP | -15.24% | $1.51B | 0.07% | |
USDU | -13.19% | $138.04M | 0.5% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ASPS | -0.01% | $104.37M | -10.71% | 0.00% |
CME | 0.18% | $100.09B | +46.94% | 1.73% |
SBDS | -0.37% | $22.44M | -84.14% | 0.00% |
NEOG | 0.61% | $1.02B | -72.43% | 0.00% |
ZCMD | -0.88% | $26.01M | -8.84% | 0.00% |
LITB | -0.93% | $22.98M | -66.66% | 0.00% |
VSTA | 0.99% | $332.84M | +38.80% | 0.00% |
BCE | 1.81% | $21.69B | -30.24% | 10.46% |
MO | 1.88% | $103.59B | +25.48% | 6.67% |
IMDX | 1.90% | $77.22M | -14.01% | 0.00% |
SRRK | 2.19% | $3.59B | +316.63% | 0.00% |
CYCN | 2.38% | $8.47M | -26.26% | 0.00% |
UUU | 2.46% | $8.10M | +138.10% | 0.00% |
STG | 2.72% | $51.27M | +15.32% | 0.00% |
VRCA | -3.25% | $55.41M | -90.91% | 0.00% |
ALHC | 3.31% | $2.57B | +48.74% | 0.00% |
CPSH | 3.41% | $37.91M | +56.29% | 0.00% |
DG | -3.70% | $23.23B | -12.33% | 2.24% |
HUSA | -3.74% | $351.35M | -23.87% | 0.00% |
COR | 4.03% | $56.56B | +22.67% | 0.74% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
DFDV | -9.62% | $218.16M | +1,755.57% | 0.00% |
CBOE | -8.80% | $25.31B | +31.70% | 1.05% |
KR | -6.92% | $45.82B | +27.16% | 1.86% |
MKTX | -6.36% | $7.88B | -6.01% | 1.45% |
AWK | -5.86% | $27.23B | -1.90% | 2.25% |
VSA | -5.61% | $10.63M | +30.19% | 0.00% |
ED | -4.55% | $36.96B | +5.20% | 3.30% |
UPXI | -4.26% | $262.78M | -29.57% | 0.00% |
HUSA | -3.74% | $351.35M | -23.87% | 0.00% |
DG | -3.70% | $23.23B | -12.33% | 2.24% |
VRCA | -3.25% | $55.41M | -90.91% | 0.00% |
LITB | -0.93% | $22.98M | -66.66% | 0.00% |
ZCMD | -0.88% | $26.01M | -8.84% | 0.00% |
SBDS | -0.37% | $22.44M | -84.14% | 0.00% |
ASPS | -0.01% | $104.37M | -10.71% | 0.00% |
CME | 0.18% | $100.09B | +46.94% | 1.73% |
NEOG | 0.61% | $1.02B | -72.43% | 0.00% |
VSTA | 0.99% | $332.84M | +38.80% | 0.00% |
BCE | 1.81% | $21.69B | -30.24% | 10.46% |
MO | 1.88% | $103.59B | +25.48% | 6.67% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 85.39% | $111.25B | +38.40% | 0.51% |
BNT | 84.59% | $13.56B | +37.83% | 0.00% |
DOV | 81.24% | $24.99B | -1.11% | 1.13% |
JHG | 80.35% | $6.80B | +15.90% | 3.71% |
NMAI | 80.34% | - | - | 11.94% |
BLK | 79.41% | $172.69B | +27.17% | 1.86% |
ITT | 79.19% | $12.56B | +12.83% | 0.85% |
MFC | 78.76% | $52.58B | +15.28% | 3.93% |
AXP | 78.63% | $211.14B | +19.91% | 1.01% |
TROW | 78.62% | $22.89B | -9.03% | 4.85% |
DD | 78.33% | $30.22B | -13.74% | 2.21% |
GS | 78.29% | $224.22B | +43.56% | 1.64% |
SEIC | 77.95% | $10.95B | +30.56% | 1.10% |
PH | 77.87% | $93.54B | +30.45% | 0.92% |
BX | 77.47% | $214.04B | +23.35% | 1.54% |
MCO | 77.28% | $91.96B | +12.30% | 0.70% |
NCV | 77.21% | - | - | 7.11% |
MKSI | 77.01% | $6.74B | -20.24% | 0.92% |
TRU | 76.74% | $18.81B | +6.97% | 0.45% |
KKR | 76.51% | $133.98B | +21.85% | 0.47% |
AOA - iShares Core 80/20 Aggressive Allocation ETF and SCHG - Schwab U.S. Large Cap Growth ETF have a 0 holding overlap. Which accounts for a 0.0% overlap.
Number of overlapping holdings
0
% of overlapping holdings
0%
Name | Weight in AOA | Weight in SCHG |
---|---|---|
iShares Core 80/20 Aggressive Allocation ETF - AOA is made up of 8 holdings. Schwab U.S. Large Cap Growth ETF - SCHG is made up of 226 holdings.
Name | Weight |
---|---|
I IVVNT iShares Core S&P 500 ETF | 48.10% |
I IDEVNT iShares Core MSCI International Developed Markets ETF | 21.24% |
I IUSBNT iShares Core Total USD Bond Market ETF | 15.29% |
I IEMGNT iShares Core MSCI Emerging Markets ETF | 8.67% |
I IAGGNT iShares International Aggregate Bond Fund | 2.69% |
I IJHNT iShares Core S&P Mid Cap ETF | 2.68% |
I IJRNT iShares Core S&P Small Cap ETF | 1.23% |
- | 0.10% |
Name | Weight |
---|---|
![]() | 12.33% |
![]() | 10.98% |
![]() | 9.09% |
![]() | 6.29% |
![]() | 4.67% |
4.38% | |
![]() | 3.28% |
![]() | 3.01% |
![]() | 2.65% |
2.01% | |
2.00% | |
![]() | 1.66% |
1.53% | |
1.39% | |
1.11% | |
0.96% | |
0.96% | |
0.86% | |
0.79% | |
![]() | 0.75% |
![]() | 0.74% |
0.69% | |
0.61% | |
0.61% | |
0.61% | |
0.60% | |
0.58% | |
0.58% | |
![]() | 0.56% |
0.55% |