Category

Asset Allocation

Funds-of-funds that combine equity and fixed-income ETFs into a target risk allocation (aggressive/growth/moderate/conservative). The "one-fund solution" — diversified across asset classes inside a single ticker. Scoring uses the wrapper-level expense ratio; underlying-fund costs are absorbed and not double-counted.

5 funds in the catalog. Scored using methodology v0.5.1. · Read the guide

Top score

AOR81 / 100

iShares Core 60/40 Balanced Allocation ETF

Cheapest

AOR0.15%

iShares Core 60/40 Balanced Allocation ETF

Largest by AUM

CGBL$7.66B

Capital Group Core Balanced ETF

All Asset Allocation funds

ScoreTickerNameAUM
81AORiShares Core 60/40 Balanced Allocation ETF$3.76B
81AOAiShares Core 80/20 Aggressive Allocation ETF$3.29B
77CGBLCapital Group Core Balanced ETF$7.66B
77AOMiShares Core 40/60 Moderate Allocation ETF$1.80B
72AOKiShares Core 30/70 Conservative Allocation ETF$798.6M

Compare within Asset Allocation

Run a side-by-side on any pair of Asset Allocation funds — holdings overlap, cost difference, score breakdown. Start with thecompare hubor jump directly to a fund page and use the picker.

Methodology v0.5.1. See /methodology/for every threshold and weight used to score these funds.