IVVW vs. AOA ETF Comparison

Comparison of iShares Trust iShares S&P 500 BuyWrite ETF (IVVW) to iShares Core Aggressive Allocation ETF (AOA)

IVVW

iShares Trust iShares S&P 500 BuyWrite ETF

IVVW Description

The index is designed to measure the performance of a strategy of holding the iShares Core S&P 500 ETF while writing (selling) one-month call options primarily on the S&P 500 Index to generate income. The fund seeks to achieve its investment objective by investing a substantial portion of its assets in the underlying fund and options on the option index.

Grade (RS Rating)

Last Trade

$50.16

Average Daily Volume

6,297

Number of Holdings ^*

* 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

$78.25

Average Daily Volume

86,947

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	IVVW	AOA
30 Days	1.70%	-0.70%
60 Days	3.32%	0.23%
90 Days	2.83%	2.23%
12 Months		20.52%

1 Overlapping Holdings

	Symbol	Grade	Weight in IVVW	Weight in AOA	Overlap
	IVV	A	99.48%	46.29%	46.29%

IVVW Overweight 0 Positions Relative to AOA

	Symbol	Grade	Weight

IVVW Underweight 6 Positions Relative to AOA

Symbol	Grade	Weight
IDEV	D	-21.41%
IUSB	C	-16.78%
IEMG	D	-8.28%
IAGG	C	-3.0%
IJH	B	-2.8%
IJR	B	-1.33%

IVVW: Top Represented Industries & Keywords

Industries:

Keywords: ETF Exchange Traded Fund Index Fund

AOA: Top Represented Industries & Keywords

Industries:

Keywords: ETF Exchange Traded Fund Index Fund Bond Bloomberg Barclays Us Aggregate Bond Index Bond Market Indices Convertible Bond Exchange Traded Funds Financial Market High Yield Debt Ishares Issuer Capped MSCI EAFE Midcap Money Market Fund S&P 400 S&P 600 S&P Small Cap 600 Growth Index Swaps