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ETF comparison

AOA vs CGBL

Both Asset Allocation.

iShares Core 80/20 Aggressive Allocation ETF · Capital Group Core Balanced ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.0 %

0 positions appear in both funds. Buying equal dollars of AOA and CGBL would leave roughly 0.0% of each dollar exposed to the same underlying securities.

AOA unmatched 99.9% Shared 0.0% CGBL unmatched 99.4%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In AOA only
7 positions
Shared
0 positions
In CGBL only
76 positions

Side by side

AOA

iShares Core 80/20 Aggressive Allocation ETF

iShares · Asset Allocation

81 composite / 100
Expense ratio
0.15%
Net assets
$3.29B
TTM yield
2.18%
Top-10 conc.
99.9%
CGBL

Capital Group Core Balanced ETF

Capital Group · Asset Allocation

77 composite / 100
Expense ratio
0.33%
Net assets
$7.65B
TTM yield
1.97%
Top-10 conc.
59.3%

Sub-score comparison

85
Cost
67
74
Tax efficiency
74
79
Liquidity
95
N/A
Concentration
N/A
—
Tracking quality
—
AOA sub-score CGBL

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

AOA is 18 bps cheaper than CGBL. On a $100,000 position that's about $180/yr more in fees for CGBL.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with AOA vs CGBL.

Top shared holdings

0 shared in total

No shared holdings between these funds.

Only in AOA

7 total
  • iShares Core S&P 500 ETF 45.72%
  • iShares Core MSCI International Developed Mkt ETF 22.80%
  • iShares Core Universal USD Bond ETF 16.14%
  • iShares Core MSCI Emerging Markets ETF 8.52%
  • iShares Core International Aggregate Bond ETF 2.89%
  • iShares Core S&P Mid-Cap ETF 2.57%
  • iShares Core S&P Small-Cap ETF 1.27%

Only in CGBL

76 total
  • Capital Group Core Plus Income ETF 23.28%
  • Capital Group Core Bond ETF 15.64%
  • Broadcom Inc 4.58%
  • Taiwan Semiconductor Manufacturing Co Ltd 3.49%
  • Alphabet Inc 2.79%
  • Micron Technology Inc 2.23%
  • Philip Morris International Inc 2.07%
  • Apple Inc 2.01%
  • Microsoft Corp 1.96%
  • GE Vernova Inc 1.26%

Related comparisons

More comparisons with AOA

More comparisons with CGBL

Percentages are holdings overlap with the named fund.

Open AOA or CGBL at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.