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

$44.30

Average Daily Volume

100,806

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

$28.68

Average Daily Volume

5,732

Number of Holdings ^*

13

* may have additional holdings in another (foreign) market

Performance

Period	AOM	IRTR
30 Days	-0.41%	-0.30%
60 Days	-1.05%	-0.97%
90 Days	-0.16%	0.10%
12 Months	13.59%	12.78%

2 Overlapping Holdings

	Symbol	Grade	Weight in AOM	Weight in IRTR	Overlap
	IDEV	D	10.74%	8.52%	8.52%
	IEMG	D	4.16%	3.45%	3.45%

AOM Overweight 5 Positions Relative to IRTR

	Symbol	Grade	Weight
	IUSB	D	50.54%
	IVV	A	23.23%
	IAGG	C	9.03%
	IJH	A	1.4%
	IJR	B	0.67%

AOM Underweight 11 Positions Relative to IRTR

	Symbol	Grade	Weight
	IWB	A	-26.38%
	GOVT	D	-17.45%
	MBB	D	-13.18%
	STIP	C	-10.89%
	TLH	D	-5.89%
	IGSB	C	-4.96%
	IGIB	D	-3.4%
	IGLB	D	-3.04%
	USRT	C	-1.41%
	IGF	B	-1.07%
	IWM	B	-0.27%

AOM: Top Represented Industries & Keywords

Industries:

Keywords: ETF Exchange Traded Fund Index Fund Bond Bloomberg Barclays Us Aggregate Bond Index Bond Market Indices Convertible Bond Exchange Traded Funds Financial Market High Yield Debt Ishares Issuer Capped MSCI EAFE Midcap Money Market Fund S&P 400 S&P 600 S&P Small Cap 600 Growth Index Swaps

IRTR: Top Represented Industries & Keywords

Industries:

Keywords: ETF Exchange Traded Fund Bond Corporate Bond Index Fund Bond Market Exchange Traded Funds Ishares U.S. Treasury Bloomberg Barclays Us Aggregate Bond Index Government Bonds Russell 2000 Price Return Usd Stock Market Index Swaps U.S. Government Bond Market Index Equity Derivative Fannie Mae Federal Home Loan Mortgage Corporation Federal National Mortgage Association