AOM vs AOR
iShares Core 40/60 Moderate Allocation ETF against iShares Core 60/40 Balanced Allocation ETF: cost, size, returns, what they hold and how much of it is the same.
Overlap by weight
80%
7 shared positions
Fee gap
0 bp
same fee
1-year return gap
3.8 pts
AOR is ahead
Larger fund
AOR
$3.9B
Side by side
| AOM | AOR | |
|---|---|---|
| Fund | iShares Core 40/60 Moderate Allocation ETF | iShares Core 60/40 Balanced Allocation ETF |
| Issuer | iShares | iShares |
| Category | Allocation | Allocation |
| Expense ratio | 0.15% | 0.15% |
| Assets | $1.9B | $3.9B |
| Average daily dollar volume | $29M | $43M |
| Listed | Nov 4, 2008 | Nov 4, 2008 |
| FrenzyCap score | 69 | 73 |
| 1-month return | −1.6% | −1.6% |
| 3-month return | +0.0% | +1.0% |
| Year to date | +2.4% | +5.7% |
| 1-year return | +2.1% | +5.9% |
| 30-day volatility | 6.3% | 7.3% |
| Worst drawdown, 1 year | −5.1% | −6.6% |
| Trailing 12-month yield | 3.17% | 2.64% |
| Holdings | 9 | 9 |
| Top 10 weight | 99.9% | 99.9% |
| Look-through P/E | — | — |
| Holdings vs fair value | — | — |
| Holdings above 200-day average | — | — |
| Net flow, latest 3 reported months | +$18M thru Jul 2026 | +$124M thru Jul 2026 |
| 30-day implied volatility | 35.7% | 12.6% |
| Holdings as of | as of Oct 20, 2026issuer data | as of Oct 20, 2026issuer data |
Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.
Largest shared holdings
100% of AOM · 100% of AOR
Sector mix of the stock holdings
No sector breakdown: these funds hold few classified stocks.
More: full overlap table · AOM holdings · AOR holdings
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.