AOM
iShares Core Moderate Allocation ETF
AOM tracks a proprietary index that provides exposure to fixed income securities, with a smaller exposure to equities in order to seek current income, some capital preservation, and modest capital appreciation.
Asset Allocation
MULTI
Passive
MANAGEMENT STYLE
$ 1.5 B
ASSETS UNDER MGMT
15 bp
EXPENSES
Fund Basics
| Inception date | Nov 04, 2008 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Quarterly |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | Yes |
| Currency hedged | No |
| Fund of funds | Yes |
Top Holdings
| ISHARES CORE TOTAL USD BOND MARKET ETF | 51.0 % |
| ISHARES CORE S&P 500 ETF | 20.6 % |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MAR | 12.5 % |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 8.6 % |
| ISHARES CORE MSCI EMERGING MARKETS ETF | 4.7 % |
| ISHARES CORE S&P MID-CAP ETF | 1.3 % |
| ISHARES CORE S&P SMALL CAP ETF | 0.6 % |
Asset Allocation
Historical Performance
Standardized Performance (as of 02/28/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 3.0% | 10.5% | 8.2% | 8.2% | 2.7% | 3.9% | -- | 4.3% |
| Dividend Yield | 0.0% | 3.4% | 3.4% | 3.3% | 2.7% | 2.7% | -- | 2.5% |
| Total Returns | 3.0% | 13.9% | 11.6% | 11.5% | 5.3% | 6.6% | -- | 6.7% | Ann. Volatility | 5.4% | 7.9% | 7.1% | 7.0% | 8.0% | 7.9% | -- | 9.8% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.37 | 82% |
| MSCI EAFE | 0.42 | 76% |
| MSCI Emg Mkts | 0.34 | 62% |
Liquidity Measures
| Avg. volume (000) | 166 |
| ADV traded (mns) | $8 |
| Turnover | 0.5% |
| Avg. Bid/Ask (% of price) | 0.06% |
Technical Indicators
| 30d moving avg. (EMA) | $47.85 |
| Relative strength (RSI) | 38 |
| MACD/Signal | -0.42/-0.32 |
| Bollinger Bands (Upper/Lower) | $48.99/$46.55 |
| Short interest (% of AUM) | 0.3% |
Distributions