AOR vs AOM

Both AOM and AOR are ETFs. AOM and AOR have the same expense ratio (0.25%). Below is the comparison between AOM and AOR.

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AOM AOR
Security Type ETF ETF
Category N/A N/A
Family BlackRock BlackRock
Net Assets $1.56B $2.65B
Expense Ratio 0.25% 0.25%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.87% 1.88%
Underlying Index S&P Target Risk Moderate Index S&P Target Risk Growth Index
YTD Return 0.00% 5.24%
1-Year Return 0.00% -7.00%
3-Year Return 0.00% 3.04%
5-Year Return 0.00% 5.92%
10-Year Return 0.00% 6.13%

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 0.00%
1-Month Return 0.00%
3-Month Return 0.00%
1-Year Return 0.00%
3-Year Return 0.00%
5-Year Return 0.00%
10-Year Return 0.00%
AOM expense ratio is 0.25%.

AOM holdings

Top 10 Holdings (107.86% of Total Assets)

Name Symbol % Assets
IUSB IUSB 50.45%
IVV IVV 19.54%
IDEV IDEV 14.94%
IAGG IAGG 8.79%
BISXX BISXX 5.48%
IEMG IEMG 4.03%
IJH IJH 1.44%
AAPL AAPL 1.22%
MSFT MSFT 1.13%
AMZN AMZN 0.84%

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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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 5.24%
1-Month Return 4.82%
3-Month Return 10.80%
1-Year Return -7.00%
3-Year Return 3.04%
5-Year Return 5.92%
10-Year Return 6.13%
AOR expense ratio is 0.25%.

AOR holdings

Top 10 Holdings (106.87% of Total Assets)

Name Symbol % Assets
IVV IVV 32.41%
IUSB IUSB 30.34%
IDEV IDEV 21.06%
IEMG IEMG 7.40%
IAGG IAGG 5.40%
BISXX BISXX 2.72%
IJH IJH 2.17%
AAPL AAPL 2.08%
MSFT MSFT 1.78%
AMZN AMZN 1.50%

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

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.