AOR was created on 2008-11-04 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. AOR tracks a proprietary index that provides exposure to equity securities", while also investing in fixed income", striking a balance between capital preservation", appreciation", and income.
STOT was created on 2016-04-13 by SPDR. The fund's investment portfolio concentrates primarily on broad credit fixed income. STOT is actively managed and has broad capabilities to invest in short duration investment grade and high-yield fixed income securities.
Key Details
Nov 04, 2008
Apr 13, 2016
Asset Allocation
Fixed Income
Target Outcome
Broad Credit
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.
SeekingAlpha
FCUS combines market timing and stock focus, showing early high-risk relative to peers and benchmarks. Find out why FCUS ETF is a sell.
SeekingAlpha
Elm Market Navigator ETF transitioned from a private fund to an ETF in 2025, maintaining its dynamic, rules-based allocation methodology.
SeekingAlpha
AESR: Unconvincing Tactical ETF
SeekingAlpha
Going 'Max Defense' And Adding Gold To My 2025 Model Portfolio
SeekingAlpha
Enough With 60/40, Consider 100% Dividend Strategy For Retirement
SeekingAlpha
FLSP offers a diversified, multi-asset, long/short strategy with a focus on quality, value, momentum, and carry factors. See why I rate the fund a buy.
SeekingAlpha
Many investors are reluctant to move out of cash, but a change to achieve greater yield needn't involve inordinate risk. Short-duration fixed income could be an attractive option currently.
SeekingAlpha
Within fixed-income portfolios, the author is positioned a little bit more neutrally across sectors of the market. Click to read.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 85.49% | $97.09B | +45.21% | 0.58% |
BNT | 84.86% | $11.84B | +45.09% | 0.00% |
ITT | 79.44% | $11.87B | +16.05% | 0.89% |
BLK | 79.16% | $150.97B | +23.72% | 2.11% |
MFC | 78.32% | $52.53B | +19.39% | 3.93% |
SEIC | 77.77% | $10.36B | +26.47% | 1.17% |
JHG | 77.76% | $5.79B | +8.19% | 4.29% |
DD | 77.65% | $27.70B | -17.10% | 2.39% |
TROW | 77.55% | $20.54B | -21.29% | 5.40% |
IVZ | 76.93% | $6.63B | -1.86% | 5.60% |
MCO | 76.60% | $84.55B | +11.40% | 0.76% |
BX | 76.44% | $167.05B | +10.93% | 2.54% |
MKSI | 76.36% | $6.08B | -30.97% | 0.98% |
ADI | 76.26% | $113.32B | -1.17% | 1.67% |
WAB | 76.25% | $34.22B | +24.19% | 0.45% |
TEL | 76.18% | $48.40B | +7.37% | 1.63% |
AXP | 76.13% | $209.19B | +29.61% | 0.98% |
NCV | 75.78% | - | - | 6.77% |
DCI | 75.75% | $7.94B | -5.69% | 1.63% |
PH | 75.72% | $83.40B | +29.47% | 1.03% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BRY | -28.22% | $256.07M | -45.90% | 7.78% |
VSTS | -27.60% | $753.80M | -52.53% | 1.85% |
ENS | -26.45% | $3.26B | -21.61% | 1.16% |
LSPD | -25.92% | $1.50B | -20.63% | 0.00% |
LPG | -25.64% | $1.09B | -32.99% | 0.00% |
MRC | -25.43% | $1.11B | +6.10% | 0.00% |
DAL | -25.23% | $30.82B | -4.41% | 1.29% |
TDG | -24.40% | $81.02B | +15.28% | 0.00% |
SM | -24.30% | $3.15B | -42.74% | 2.77% |
PR | -24.12% | $10.32B | -4.41% | 4.42% |
KOS | -23.70% | $1.04B | -58.90% | 0.00% |
FORM | -23.63% | $2.51B | -43.83% | 0.00% |
CVE | -23.62% | $26.54B | -21.56% | 3.61% |
ALK | -23.61% | $5.70B | +14.08% | 0.00% |
DASH | -23.51% | $93.42B | +93.59% | 0.00% |
JBL | -23.33% | $22.13B | +82.17% | 0.16% |
TPL | -23.21% | $24.92B | +45.62% | 0.54% |
EE | -22.91% | $938.79M | +65.02% | 0.69% |
LPLA | -22.86% | $30.36B | +35.74% | 0.32% |
RCL | -22.83% | $73.97B | +80.25% | 0.92% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
STG | -0.07% | $28.22M | -26.35% | 0.00% |
MKTX | -0.27% | $8.24B | +13.05% | 1.36% |
NEOG | 0.41% | $1.07B | -70.19% | 0.00% |
VRCA | -0.53% | $54.09M | -92.15% | 0.00% |
DG | -0.61% | $24.54B | -13.40% | 2.11% |
VHC | 0.62% | $31.79M | +36.36% | 0.00% |
AWK | 0.78% | $27.55B | +8.20% | 2.20% |
LITB | 0.84% | $21.33M | -76.51% | 0.00% |
ZCMD | -1.04% | $37.12M | +21.49% | 0.00% |
BCE | 1.08% | $20.01B | -33.40% | 11.34% |
CME | -1.13% | $98.73B | +40.88% | 3.86% |
ASPS | -1.27% | $120.09M | -10.00% | 0.00% |
ALHC | 1.47% | $2.76B | +92.29% | 0.00% |
UUU | 1.59% | $7.19M | +88.48% | 0.00% |
AGL | 1.68% | $873.44M | -67.64% | 0.00% |
LTM | -2.11% | $11.44B | -96.07% | 2.70% |
HUSA | -2.69% | $23.22M | +25.42% | 0.00% |
VSTA | 2.77% | $340.06M | +35.03% | 0.00% |
BTCT | 3.14% | $19.82M | +47.53% | 0.00% |
KR | -3.32% | $47.92B | +43.34% | 1.77% |
AOR - iShares Core 60/40 Balanced Allocation ETF and STOT - SPDR DoubleLine Short Duration Total Return Tactical 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 AOR | Weight in STOT |
---|---|---|
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
GEL | <0.01% | $2.04B | +26.95% | 3.83% |
CVGW | <0.01% | $494.98M | +15.67% | 2.53% |
WPM | <0.01% | $40.47B | +68.23% | 0.72% |
LVS | -<0.01% | $29.45B | -9.21% | 2.17% |
BZUN | 0.01% | $137.07M | +7.53% | 0.00% |
XPEV | 0.01% | $14.21B | +136.87% | 0.00% |
UE | -0.01% | $2.34B | +2.82% | 3.89% |
TGTX | 0.02% | $5.72B | +104.08% | 0.00% |
VSA | 0.02% | $8.84M | -9.57% | 0.00% |
IIIV | 0.02% | $600.35M | +26.19% | 0.00% |
FENC | 0.04% | $214.32M | +20.87% | 0.00% |
AUTL | -0.04% | $545.59M | -46.48% | 0.00% |
URGN | 0.04% | $675.47M | -11.27% | 0.00% |
BEKE | -0.04% | $20.63B | +16.20% | 2.00% |
API | 0.05% | $274.78M | +61.14% | 0.00% |
RPRX | 0.05% | $14.69B | +29.54% | 2.46% |
REGN | -0.06% | $55.03B | -51.60% | 0.17% |
CSAN | 0.06% | $2.46B | -44.42% | 0.00% |
CDRE | -0.06% | $1.34B | +5.12% | 1.11% |
LOCO | -0.06% | $336.58M | +0.63% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
AOA | 98.37% | $2.35B | 0.15% | |
VT | 97.61% | $46.38B | 0.06% | |
SPGM | 97.50% | $1.05B | 0.09% | |
ACWI | 97.29% | $21.50B | 0.32% | |
URTH | 97.15% | $4.82B | 0.24% | |
DFAW | 96.34% | $738.60M | 0.25% | |
AOM | 95.63% | $1.50B | 0.15% | |
SUSA | 95.05% | $3.46B | 0.25% | |
QDF | 95.05% | $1.80B | 0.37% | |
IWV | 94.97% | $15.24B | 0.2% | |
SCHB | 94.90% | $33.16B | 0.03% | |
ESGU | 94.76% | $13.29B | 0.15% | |
SCHX | 94.70% | $54.12B | 0.03% | |
VOO | 94.69% | $681.95B | 0.03% | |
LCTU | 94.69% | $1.23B | 0.14% | |
SPTM | 94.68% | $10.20B | 0.03% | |
DFAU | 94.68% | $8.14B | 0.12% | |
IWB | 94.66% | $39.95B | 0.15% | |
BBUS | 94.64% | $4.85B | 0.02% | |
GSLC | 94.64% | $13.34B | 0.09% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
SGOV | -0.19% | $49.43B | 0.09% | |
GSST | -0.27% | $901.62M | 0.16% | |
TPMN | 0.28% | $30.87M | 0.65% | |
IEI | 0.55% | $15.32B | 0.15% | |
WEAT | 0.96% | $127.68M | 0.28% | |
LDUR | 1.02% | $919.75M | 0.5% | |
CTA | -1.18% | $1.09B | 0.76% | |
IBTJ | -1.82% | $677.96M | 0.07% | |
SHY | 1.85% | $23.90B | 0.15% | |
IBTK | 1.86% | $435.51M | 0.07% | |
STOT | -1.91% | $250.67M | 0.45% | |
STPZ | -1.97% | $445.29M | 0.2% | |
SHV | -3.02% | $20.49B | 0.15% | |
TFLO | -3.03% | $6.95B | 0.15% | |
ULST | -3.08% | $668.20M | 0.2% | |
VGIT | 3.53% | $31.67B | 0.04% | |
IBTF | 3.56% | $2.04B | 0.07% | |
CORN | 3.84% | $46.51M | 0.2% | |
CARY | 3.93% | $347.36M | 0.8% | |
AGZD | 3.94% | $111.98M | 0.23% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
SCHR | 52.16% | $10.72B | 0.03% | |
IBTI | 52.10% | $1.04B | 0.07% | |
IEI | 51.97% | $15.32B | 0.15% | |
IBTM | 51.57% | $324.00M | 0.07% | |
VGIT | 51.51% | $31.67B | 0.04% | |
SPTI | 51.40% | $8.63B | 0.03% | |
IBTK | 51.34% | $435.51M | 0.07% | |
IBTJ | 51.20% | $677.96M | 0.07% | |
IBTL | 51.09% | $375.64M | 0.07% | |
GVI | 50.98% | $3.38B | 0.2% | |
IBTH | 50.48% | $1.58B | 0.07% | |
JBND | 50.37% | $2.20B | 0.25% | |
BSV | 49.82% | $38.09B | 0.03% | |
IBTO | 49.81% | $343.33M | 0.07% | |
IEF | 49.80% | $34.44B | 0.15% | |
VGSH | 49.78% | $22.57B | 0.03% | |
ISTB | 49.64% | $4.43B | 0.06% | |
TYA | 49.64% | $147.64M | 0.15% | |
FTSD | 49.31% | $228.65M | 0.25% | |
UTEN | 49.22% | $206.10M | 0.15% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
PPLT | 0.04% | $1.56B | 0.6% | |
FMF | 0.17% | $155.34M | 0.95% | |
DIVI | 0.20% | $1.58B | 0.09% | |
SCZ | 0.24% | $10.12B | 0.4% | |
IDHQ | -0.25% | $455.18M | 0.29% | |
BSJS | 0.25% | $406.61M | 0.42% | |
PFFR | -0.26% | $93.45M | 0.45% | |
HDV | 0.28% | $10.90B | 0.08% | |
PID | -0.28% | $850.82M | 0.53% | |
EIDO | -0.33% | $300.54M | 0.59% | |
IAPR | -0.35% | $243.61M | 0.85% | |
QEFA | -0.38% | $857.75M | 0.3% | |
EZU | 0.39% | $7.81B | 0.51% | |
FVD | -0.41% | $8.94B | 0.61% | |
SPLV | 0.41% | $7.63B | 0.25% | |
VIGI | 0.41% | $8.19B | 0.1% | |
EWS | -0.41% | $736.44M | 0.5% | |
KBA | 0.41% | $171.74M | 0.56% | |
SDY | -0.43% | $19.68B | 0.35% | |
EFV | 0.45% | $25.40B | 0.33% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
FLJH | -25.07% | $87.64M | 0.09% | |
DXJ | -23.20% | $3.46B | 0.48% | |
DBJP | -23.07% | $390.90M | 0.45% | |
HEWJ | -23.04% | $369.34M | 0.5% | |
FXN | -21.45% | $288.16M | 0.62% | |
FLOT | -21.45% | $8.91B | 0.15% | |
UGA | -21.43% | $79.86M | 0.97% | |
DBO | -21.23% | $236.27M | 0.77% | |
RPG | -20.78% | $1.55B | 0.35% | |
OILK | -20.68% | $81.71M | 0.69% | |
PSI | -20.49% | $685.88M | 0.56% | |
SPMO | -20.45% | $8.71B | 0.13% | |
IGBH | -20.12% | $100.70M | 0.14% | |
TJUL | -20.12% | $153.10M | 0.79% | |
JETS | -20.07% | $745.89M | 0.6% | |
AMDY | -20.07% | $153.38M | 1.23% | |
FCG | -20.05% | $355.70M | 0.57% | |
DBE | -19.98% | $54.38M | 0.77% | |
XOP | -19.92% | $2.33B | 0.35% | |
USL | -19.91% | $46.62M | 0.85% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -78.85% | $100.67M | 0.59% | |
VIXY | -76.90% | $179.90M | 0.85% | |
BTAL | -60.84% | $288.83M | 1.43% | |
IVOL | -35.83% | $346.86M | 1.02% | |
FTSD | -22.68% | $228.65M | 0.25% | |
XONE | -21.49% | $641.06M | 0.03% | |
SPTS | -17.65% | $5.75B | 0.03% | |
XHLF | -16.87% | $1.72B | 0.03% | |
FXY | -16.37% | $843.23M | 0.4% | |
BILS | -14.59% | $3.91B | 0.1356% | |
USDU | -14.01% | $164.97M | 0.5% | |
TBLL | -13.90% | $2.22B | 0.08% | |
CLIP | -13.63% | $1.54B | 0.07% | |
UTWO | -13.00% | $372.95M | 0.15% | |
KCCA | -12.36% | $101.98M | 0.87% | |
SCHO | -12.13% | $10.98B | 0.03% | |
VGSH | -10.64% | $22.57B | 0.03% | |
BIL | -9.11% | $44.02B | 0.1356% | |
IBTG | -8.27% | $1.96B | 0.07% | |
UUP | -7.21% | $219.23M | 0.77% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
AAP | 24.03% | $2.96B | -24.85% | 2.03% |
RKT | 21.63% | $2.18B | +7.85% | 0.00% |
TAK | 21.53% | $46.49B | +17.22% | 2.24% |
HLN | 20.99% | $46.83B | +21.47% | 1.70% |
CODI | 20.73% | $480.01M | -70.57% | 15.75% |
AWK | 20.20% | $27.55B | +8.20% | 2.20% |
SAFE | 19.95% | $1.10B | -19.05% | 4.62% |
EVRG | 19.90% | $15.46B | +27.59% | 3.91% |
AEP | 18.95% | $54.35B | +16.89% | 3.58% |
SO | 18.94% | $98.15B | +13.82% | 3.23% |
CCI | 18.81% | $43.62B | +3.81% | 5.73% |
ELS | 18.68% | $12.01B | -2.39% | 3.10% |
ED | 18.67% | $36.38B | +11.77% | 3.31% |
HR | 18.52% | $5.33B | -5.42% | 8.17% |
FTS | 18.29% | $23.60B | +22.33% | 3.70% |
SBAC | 18.26% | $24.64B | +17.82% | 1.81% |
AMT | 18.04% | $101.81B | +11.61% | 3.05% |
GSK | 17.41% | $77.10B | -5.95% | 4.24% |
TEF | 17.20% | $29.06B | +19.49% | 6.31% |
COR | 17.07% | $56.92B | +24.07% | 0.73% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -11.80% | $23.65B | +28.39% | 1.11% |
DFDV | -11.26% | $366.54M | +2,620.91% | 0.00% |
K | -9.89% | $27.29B | +36.86% | 2.90% |
VSA | -3.88% | $8.84M | -9.57% | 0.00% |
ED | -3.44% | $36.38B | +11.77% | 3.31% |
KR | -3.32% | $47.92B | +43.34% | 1.77% |
HUSA | -2.69% | $23.22M | +25.42% | 0.00% |
LTM | -2.11% | $11.44B | -96.07% | 2.70% |
ASPS | -1.27% | $120.09M | -10.00% | 0.00% |
CME | -1.13% | $98.73B | +40.88% | 3.86% |
ZCMD | -1.04% | $37.12M | +21.49% | 0.00% |
DG | -0.61% | $24.54B | -13.40% | 2.11% |
VRCA | -0.53% | $54.09M | -92.15% | 0.00% |
MKTX | -0.27% | $8.24B | +13.05% | 1.36% |
STG | -0.07% | $28.22M | -26.35% | 0.00% |
NEOG | 0.41% | $1.07B | -70.19% | 0.00% |
VHC | 0.62% | $31.79M | +36.36% | 0.00% |
AWK | 0.78% | $27.55B | +8.20% | 2.20% |
LITB | 0.84% | $21.33M | -76.51% | 0.00% |
BCE | 1.08% | $20.01B | -33.40% | 11.34% |
iShares Core 60/40 Balanced Allocation ETF - AOR is made up of 8 holdings. SPDR DoubleLine Short Duration Total Return Tactical ETF - STOT is made up of 329 holdings.
Name | Weight |
---|---|
I IVVNT BlackRock Institutional Trust Company N.A. - iShares Core S&P 500 ETF | 35.97% |
I IUSBNT BlackRock Institutional Trust Company N.A. - iShares Core Total USD Bond Market ETF | 32.24% |
I IDEVNT iShares Trust - iShares Core MSCI International Developed Markets ETF | 16.49% |
I IEMGNT BlackRock Institutional Trust Company N.A. - iShares Core MSCI Emerging Markets ETF | 6.55% |
I IAGGNT BlackRock Institutional Trust Company N.A. - iShares International Aggregate Bond Fund | 5.71% |
I IJHNT BlackRock Institutional Trust Company N.A. - iShares Core S&P Mid-Cap ETF | 2.02% |
I IJRNT BlackRock Institutional Trust Company N.A. - iShares Core S&P Small-Cap ETF | 0.93% |
- | 0.10% |
Name | Weight |
---|---|
7 7007870NT United States Treasury Notes 0.625% | 7.16% |
7 7007478NT United States Treasury Notes 0.75% | 5.76% |
7 7007743NT United States Treasury Notes 0.75% | 5.66% |
7 7007941NT United States Treasury Notes 0.875% | 3.87% |
7 7381443NT United States Treasury Bills 0% | 2.41% |
7 7007233NT United States Treasury Notes 0.5% | 2.28% |
- | 2.15% |
7 7007368NT United States Treasury Notes 0.875% | 1.03% |
- | 0.91% |
- | 0.82% |
- | 0.81% |
- | 0.78% |
- | 0.77% |
- | 0.67% |
- | 0.66% |
- | 0.62% |
- | 0.60% |
- | 0.57% |
- | 0.54% |
- | 0.51% |
- | 0.51% |
- | 0.50% |
- | 0.49% |
- | 0.43% |
- | 0.40% |
- | 0.40% |
- | 0.40% |
- | 0.40% |
- | 0.40% |
7 7008123NT United States Treasury Notes 0.125% | 0.39% |