AOM vs. INKM ETF Comparison

Comparison of iShares Core Moderate Allocation ETF (AOM) to SPDR SSgA Income Allocation ETF (INKM)
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

$43.91

Average Daily Volume

94,876

Number of Holdings *

7

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

SPDR SSgA Income Allocation ETF

INKM Description The investment seeks to provide total return by focusing on investments in income and yield-generating assets. The fund invests substantially all of its assets in the SSgA Income Allocation Portfolio, a separate series of the SSgA Master Trust with an identical investment objective as the fund. As a result, the fund invests indirectly through the Portfolio. It invests the assets of the Portfolio among ETPs that provide exposure to four primary asset classes: (i) domestic and international equity securities; (ii) domestic and international investment grade and high yield debt securities; (iii) hybrid equity/debt securities; and (iv) REITs.

Grade (RS Rating)

Last Trade

$32.19

Average Daily Volume

19,933

Number of Holdings *

14

* may have additional holdings in another (foreign) market
Performance
Period AOM INKM
30 Days -1.75% -1.68%
60 Days -1.46% -1.78%
90 Days 0.54% 1.36%
12 Months 13.80% 14.62%
0 Overlapping Holdings
Symbol Grade Weight in AOM Weight in INKM Overlap
AOM Overweight 7 Positions Relative to INKM
Symbol Grade Weight
IUSB C 50.8%
IVV B 22.55%
IDEV D 11.05%
IAGG A 8.99%
IEMG D 4.37%
IJH B 1.36%
IJR B 0.64%
AOM Underweight 14 Positions Relative to INKM
Symbol Grade Weight
SCHD B -8.26%
SPYD A -8.06%
GII C -8.01%
BIL A -6.98%
SRLN A -6.02%
PSK C -5.97%
EMHC C -5.93%
EBND F -5.83%
CWB A -4.12%
TIPX C -2.98%
IBND F -2.94%
RWR C -2.05%
REM D -2.01%
DWX D -0.97%
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