Both AOM and AOR are ETFs. AOM has a lower 5-year return than AOR (3.11% vs 4.31%). AOM and AOR have the same expense ratio (0.15%). Below is the comparison between AOM and AOR.
| AOM | AOR | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | N/A | 0 |
| Category | Allocation--30% to 50% Equity | Allocation--50% to 70% Equity |
| Family | BlackRock | BlackRock |
| Net Assets | $1.35B | $1.84B |
| Expense Ratio | 0.15% | 0.15% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 2.30% | 2.09% |
| Underlying Index | S&P Target Risk Moderate Index | S&P Target Risk Growth Index |
| YTD Return | 3.95% | 5.38% |
| 1-Year Return | -0.16% | 1.27% |
| 3-Year Return | 2.61% | 5.74% |
| 5-Year Return | 3.11% | 4.31% |
| 10-Year Return | 4.02% | 5.58% |
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 | 3.95% |
| 1-Month Return | -0.98% |
| 3-Month Return | 1.73% |
| 1-Year Return | -0.16% |
| 3-Year Return | 2.61% |
| 5-Year Return | 3.11% |
| 10-Year Return | 4.02% |
AOM holdings
Top 10 Holdings (100.14% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| iShares Core Total USD Bond Market ETF | IUSB | 51.01% |
| iShares Core S&P 500 ETF | IVV | 21.26% |
| iShares Core MSCI Intl Dev Mkts ETF | IDEV | 12.51% |
| iShares Core International Aggt Bd ETF | IAGG | 9.01% |
| iShares Core MSCI Emerging Markets ETF | IEMG | 4.25% |
| iShares Core S&P Mid-Cap ETF | IJH | 1.31% |
| iShares Core S&P Small-Cap ETF | IJR | 0.55% |
| BlackRock Cash Funds Treasury SL Agency | XTSLA | 0.23% |
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%.
Other relevant AOM comparisons
You may also want to check out the following AOM comparisons that investors often look for on Finny
AOR
AOR description
iShares Trust - iShares Core Growth 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 growth target risk allocation strategy to create its portfolio. The fund seeks to track the performance of the S&P Target Risk Growth Index, by using representative sampling technique. iShares Trust - iShares Core Growth Allocation ETF was formed on November 4, 2008 and is domiciled in the United States.
AOR performance & returns
| YTD Return | 5.38% |
| 1-Month Return | -0.32% |
| 3-Month Return | 2.39% |
| 1-Year Return | 1.27% |
| 3-Year Return | 5.74% |
| 5-Year Return | 4.31% |
| 10-Year Return | 5.58% |
AOR holdings
Top 10 Holdings (100.10% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| iShares Core Total USD Bond Market ETF | IUSB | 34.03% |
| iShares Core S&P 500 ETF | IVV | 31.92% |
| iShares Core MSCI Intl Dev Mkts ETF | IDEV | 18.78% |
| iShares Core MSCI Emerging Markets ETF | IEMG | 6.38% |
| iShares Core International Aggt Bd ETF | IAGG | 6.01% |
| iShares Core S&P Mid-Cap ETF | IJH | 1.97% |
| iShares Core S&P Small-Cap ETF | IJR | 0.83% |
| BlackRock Cash Funds Treasury SL Agency | XTSLA | 0.18% |
AOR pros
None that we could think of.AOR cons
None that we could think of.Other relevant AOR comparisons
You may also want to check out the following AOR comparisons that investors often look for on Finny