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iShares Core 40/60 Moderate Allocation ETF
AOM performance and flow charts
Performance
Flows
Historic performance and flows
Data as of June 12, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | +0.79% | +4.92% | +4.83% | +12.88% | +35.40% | +25.66% |
| Flows | +$27M | +$34M | -$7M | +$117M | +$122M | -$7M |
Characteristics
The iShares Core 40/60 Moderate Allocation ETF is built to track the S&P Target Risk Moderate Total Return Index - USD. This ETF provides physical exposure - by owning its shares you earn the return of the securities composing the index (as the ETF holds them directly). This share class generates a stream of income by distributing dividends.
| Management strategy | Passive |
| Strategy | Long Only |
| Provider | iShares |
| N° of holdings | 31845 |
| Replication method | Direct (Physical) |
| Asset class | Equity, Fixed Income |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | November 4, 2008 |
| ESG | No |
More data and info about AOM on Trackinsight
Exposure
Data as of April 30, 2026Diversification
Total weight of top 15 holdings out of 31,845
Top 15 Holdings
Sectors
Countries
Maturity
Credit rating
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +9.52% | +6.69% | +7.19% | +7.98% |
Max drawdown | -2.72% | -5.21% | -6.85% | -19.74% |
Max drawdown duration | 21d | 50d | 134d | 953d |
Time to recover | 12d | 21d | 35d | 613d |
Replication quality
Data as of May 29, 2026Create an account to view replication metrics
1 year cumulative return difference | |
|---|---|
| Best | Join for free |
| Worst | Join for free |
| daily return difference | |
|---|---|
| Average | Join for free |
| Worst | Join for free |
What type of ETF is AOM?
AOM is a Passive ETF that provides exposure to Equity and Fixed Income assets. It is managed by iShares.
What index does AOM track?
AOM tracks the S&P Target Risk Moderate Total Return Index - USD, aiming to replicate its performance through optimized sampling.
What does AOM invest in?
This ETF provides exposure to Global Equities and Bonds. It is part of the segment: Multi-Asset: Conservative.
What is the expense ratio of AOM?
The total expense ratio (TER) of AOM is 0.2%, representing the annual fee charged by the fund manager.
When was AOM launched?
AOM was launched on November 4, 2008, marking its entry into the ETF market.
Who is the issuer of AOM?
AOM is issued by iShares.
What is the AUM of AOM?
As of June 12, 2026, AOM manages $1.78 B, reflecting the total assets held in the fund.
How has AOM performed recently?
As of June 12, 2026, AOM delivered a return of 0.79% over the past month (1M performance), 4.92% over the past three months (3M), and 4.83% year-to-date (YTD).
What are the recent fund flows for AOM?
As of June 12, 2026, AOM has seen net flows of +$27M in the past month (1M flow) and -$7M year-to-date (YTD).
Does AOM pay dividends?
As of June 12, 2026, AOM has a trailing 12-month distribution yield of 2.99%.
How many holdings are in AOM
As of April 30, 2026, AOM holds 31845 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is AOM?
As of April 30, 2026, AOM holds 31845 securities, with 11.85% of its assets concentrated in its top 15 holdings.
What are the top holdings of AOM?
As of April 30, 2026, AOM holds a portfolio of 31845 underlyings, with its largest positions including NVIDIA, APPLE and US09248U6432. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does AOM invest in?
As of April 30, 2026, AOM has its largest geographic exposures in USA.
What sectors or themes does AOM focus on?
As of April 30, 2026, AOM is primarily exposed to Sovereign and Information Technology.
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