ETF comparison

AOA vs AOM

Both Asset Allocation.

iShares Core 80/20 Aggressive Allocation ETF · iShares Core 40/60 Moderate Allocation ETF

Holdings overlap

Weighted by ISIN/CUSIP
60.8 %

7 positions appear in both funds. Buying equal dollars of AOA and AOM would leave roughly 60.8% of each dollar exposed to the same underlying securities.

AOA only 39.1% Shared 60.8% AOM only 39.1%
In AOA only
0 positions
Shared
7 positions
In AOM only
0 positions

Side by side

AOA

iShares Core 80/20 Aggressive Allocation ETF

iShares · Asset Allocation

80 composite / 100
Expense ratio
0.15%
Net assets
$3.21B
TTM yield
2.11%
Top-10 conc.
99.9%
AOM

iShares Core 40/60 Moderate Allocation ETF

iShares · Asset Allocation

77 composite / 100
Expense ratio
0.15%
Net assets
$1.79B
TTM yield
3.07%
Top-10 conc.
99.9%

Sub-score comparison

85
Cost
85
74
Tax efficiency
72
79
Liquidity
68
N/A
Concentration
N/A
Tracking quality
AOA sub-score AOM

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

Cost difference

Expense ratios are effectively identical (0.15% vs 0.15%).

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 AOM.

Top shared holdings

7 shared in total
# Holding In AOA In AOM Overlap
1 iShares Core S&P 500 ETF 45.83% 23.83% 23.83%
2 iShares Core Universal USD Bond ETF 15.72% 49.05% 15.72%
3 iShares Core MSCI International Developed Mkt ETF 22.24% 11.56% 11.56%
4 iShares Core MSCI Emerging Markets ETF 9.52% 4.95% 4.95%
5 iShares Core International Aggregate Bond ETF 2.73% 8.51% 2.73%
6 iShares Core S&P Mid-Cap ETF 2.60% 1.35% 1.35%
7 iShares Core S&P Small-Cap ETF 1.26% 0.66% 0.66%

Only in AOA

0 total

Every AOA position is also held by AOM.

Only in AOM

0 total

Every AOM position is also held by AOA.

Open AOA or AOM at a brokerage

Both funds trade commission-free at major US brokerages.

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.