AOM
Asset AllocationiShares Core 40/60 Moderate Allocation ETF
iShares · Tracks S&P Target Risk Moderate Index · Inception Nov 4, 2008
Composite score
Based on a 0.15% expense ratio.
Based on $1.79B in net assets.
Top-10 holdings represent 99.9% of net assets.
Asset Allocation base · ETF wrapper · 3.07% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.1).
Use AOM in our tools
Tool · Cost
Compare AOM's fee against another fund
Compounds the 0.15% expense ratio against a peer over decades.
Tool · Overlap
Compare AOM's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar Asset Allocation funds.
Tool · TLH
Find a tax-loss harvesting partner for AOM
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
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Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | iShares Core Universal USD Bond ETF | 49.05% |
| 2 | iShares Core S&P 500 ETF | 23.83% |
| 3 | iShares Core MSCI International Developed Mkt ETF | 11.56% |
| 4 | iShares Core International Aggregate Bond ETF | 8.51% |
| 5 | iShares Core MSCI Emerging Markets ETF | 4.95% |
| 6 | iShares Core S&P Mid-Cap ETF | 1.35% |
| 7 | iShares Core S&P Small-Cap ETF | 0.66% |
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