AOK vs. AOM ETF Comparison

Comparison of iShares Core Conservative Allocation ETF (AOK) to iShares Core Moderate Allocation ETF (AOM)
AOK

iShares Core Conservative Allocation ETF

AOK Description

The investment seeks to track the investment results of the S&P Target Risk Conservative Index composed of a portfolio of underlying equity and fixed income funds intended to represent a conservative 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

$37.69

Average Daily Volume

73,514

Number of Holdings *

7

* may have additional holdings in another (foreign) market
AOM

iShares Core Moderate Allocation ETF

AOM Description The investment seeks to track the investment results of the S&P Target Risk Moderate Index composed of a portfolio of underlying equity and fixed income funds intended to represent a moderate 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

$43.85

Average Daily Volume

84,247

Number of Holdings *

7

* may have additional holdings in another (foreign) market
Performance
Period AOK AOM
30 Days -2.10% -2.03%
60 Days -0.73% -0.60%
90 Days 1.12% 1.84%
12 Months 14.63% 16.57%
7 Overlapping Holdings
Symbol Grade Weight in AOK Weight in AOM Overlap
IAGG C 10.37% 8.82% 8.82%
IDEV D 8.53% 11.29% 8.53%
IEMG C 3.14% 4.16% 3.14%
IJH B 1.07% 1.41% 1.07%
IJR C 0.47% 0.62% 0.47%
IUSB C 58.03% 49.37% 49.37%
IVV B 18.33% 24.25% 18.33%
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