AOM vs. IRTR ETF Comparison

Comparison of iShares Core Moderate Allocation ETF (AOM) to iShares LifePath Retirement ETF (IRTR)
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
IRTR

iShares LifePath Retirement ETF

IRTR Description iShares® LifePath® Retirement ETF seeks to provide exposure to a conservative, broad portfolio of ETFs covering global asset classes. It is designed for investors expecting to retire or begin withdrawing assets in the near future and the current allocation is expected to remain unchanged.

Grade (RS Rating)

Last Trade

$28.41

Average Daily Volume

5,864

Number of Holdings *

13

* may have additional holdings in another (foreign) market
Performance
Period AOM IRTR
30 Days -2.03% -2.17%
60 Days -0.60% -0.62%
90 Days 1.84% 1.61%
12 Months 16.57% 15.34%
2 Overlapping Holdings
Symbol Grade Weight in AOM Weight in IRTR Overlap
IDEV D 11.29% 8.67% 8.67%
IEMG C 4.16% 3.55% 3.55%
AOM Overweight 5 Positions Relative to IRTR
Symbol Grade Weight
IUSB C 49.37%
IVV B 24.25%
IAGG C 8.82%
IJH B 1.41%
IJR C 0.62%
AOM Underweight 11 Positions Relative to IRTR
Symbol Grade Weight
IWB A -25.7%
GOVT C -18.32%
MBB D -13.3%
STIP B -10.92%
TLH D -5.68%
IGSB C -4.84%
IGIB C -3.28%
IGLB D -3.11%
USRT C -1.42%
IGF C -1.01%
IWM B -0.2%
Compare ETFs