Both AOA and AOM are ETFs. AOA has a higher 5-year return than AOM (11.93% vs 7.72%). AOA and AOM have the same expense ratio (0.25%). Below is the comparison between AOA and AOM.
| AOA | AOM | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 0 | N/A |
| Category | N/A | N/A |
| Family | BlackRock | BlackRock |
| Net Assets | $1.47B | $1.37B |
| Expense Ratio | 0.25% | 0.25% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 1.87% | 1.87% |
| Underlying Index | S&P Target Risk Aggressive Index | S&P Target Risk Moderate Index |
| YTD Return | 7.47% | 2.92% |
| 1-Year Return | 39.03% | 19.21% |
| 3-Year Return | 11.22% | 8.32% |
| 5-Year Return | 11.93% | 7.72% |
| 10-Year Return | 9.20% | 6.07% |
AOA
AOA description
iShares Trust - iShares Core Aggressive Allocation ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. It invests in public equity and fixed income markets of global region. For its equity portion, the fund invests through other funds in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. For its fixed income portion, the fund invests through other funds in U.S. treasury bonds. It employs an aggressive target risk allocation strategy to create its portfolio. The fund seeks to track the performance of the S&P Target Risk Aggressive Index, by using representative sampling technique. iShares Trust - iShares Core Aggressive Allocation ETF was formed on November 4, 2008 and is domiciled in the United States.
AOA performance & returns
| YTD Return | 7.47% |
| 1-Month Return | 2.16% |
| 3-Month Return | 4.59% |
| 1-Year Return | 39.03% |
| 3-Year Return | 11.22% |
| 5-Year Return | 11.93% |
| 10-Year Return | 9.20% |
AOA holdings
Top 10 Holdings (12.05% of Total Assets)
AOA pros
None that we could think of.AOA cons
None that we could think of.Other relevant AOA comparisons
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AOM
AOM description
iShares Trust - iShares Core Moderate Allocation ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. It invests in public equity and fixed income markets of global region. For its equity portion, the fund invests through other funds in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. For its fixed income portion, the fund invests through other funds in U.S. treasury bonds. It employs a moderate target risk allocation strategy to create its portfolio. The fund seeks to track the performance of the S&P Target Risk Moderate Index, by using representative sampling technique. iShares Trust - iShares Core Moderate Allocation ETF was formed on November 4, 2008 and is domiciled in the United States.
AOM performance & returns
| YTD Return | 2.92% |
| 1-Month Return | 1.51% |
| 3-Month Return | 1.91% |
| 1-Year Return | 19.21% |
| 3-Year Return | 8.32% |
| 5-Year Return | 7.72% |
| 10-Year Return | 6.07% |
AOM holdings
Top 10 Holdings (9.13% of Total Assets)
AOM pros
None that we could think of.AOM cons
The following are AOM weaknesses from our perspective:
- AOM 3-year return is 6.04%, which is lower than the 3-year return of the benchmark index (Morningstar Moderate Target Risk TR USD), 7.05%.
- AOM 5-year return is 6.77%, which is lower than the 5-year return of the benchmark index (Morningstar Moderate Target Risk TR USD), 8.24%.
- AOM 10-year return is 6.17%, which is lower than the 10-year return of the benchmark index (Morningstar Moderate Target Risk TR USD), 7.78%.
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