AOM vs. AVNM ETF Comparison

Comparison of iShares Core Moderate Allocation ETF (AOM) to Avantis All International Markets Equity ETF (AVNM)
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

$44.14

Average Daily Volume

98,774

Number of Holdings *

7

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

Avantis All International Markets Equity ETF

AVNM Description The fund is a "fund of funds," meaning that it seeks to achieve its objective by investing in other Avantis exchange-traded funds (ETFs) (collectively, the underlying funds). The underlying funds represent a broadly diversified basket of equity securities that seek to select or overweight securities that are expected to have higher returns or better risk characteristics than a passive, market-cap weighted index.

Grade (RS Rating)

Last Trade

$56.52

Average Daily Volume

11,294

Number of Holdings *

5

* may have additional holdings in another (foreign) market
Performance
Period AOM AVNM
30 Days -0.41% -3.25%
60 Days -1.05% -3.39%
90 Days -0.16% -3.56%
12 Months 13.59% 13.55%
0 Overlapping Holdings
Symbol Grade Weight in AOM Weight in AVNM Overlap
AOM Overweight 7 Positions Relative to AVNM
Symbol Grade Weight
IUSB D 50.54%
IVV A 23.23%
IDEV D 10.74%
IAGG C 9.03%
IEMG D 4.16%
IJH A 1.4%
IJR B 0.67%
AOM Underweight 5 Positions Relative to AVNM
Symbol Grade Weight
AVDE D -40.77%
AVIV D -20.18%
AVEM D -18.52%
AVES D -12.12%
AVDV C -8.36%
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