LEXI vs. AOA ETF Comparison
Comparison of Alexis Practical Tactical ETF (LEXI) to iShares Core Aggressive Allocation ETF (AOA)
LEXI
Alexis Practical Tactical ETF
LEXI Description
The investment seeks total return primarily through long-term capital appreciation, with income and capital preservation as secondary objectives. In seeking to achieve its investment objective, the fund has the flexibility to allocate its assets in markets around the world and among various asset classes and strategies, including equity, fixed-income, commodities (including precious metals), real estate investment trusts (âREITsâ), alternative strategies (including merger arbitrage, convertible bond and options-based) and cash and cash equivalents.
Grade (RS Rating)
Last Trade
$29.65
Average Daily Volume
2,598
20
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
$75.49
Average Daily Volume
66,435
7
Performance
Period | LEXI | AOA |
---|---|---|
30 Days | 2.31% | 2.16% |
60 Days | 5.03% | 4.50% |
90 Days | 4.92% | 4.62% |
12 Months | 22.12% | 18.98% |
0 Overlapping Holdings
Symbol | Grade | Weight in LEXI | Weight in AOA | Overlap |
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LEXI Overweight 20 Positions Relative to AOA
LEXI: Top Represented Industries & Keywords
AOA: Top Represented Industries & Keywords