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

AOR 81 / 100

iShares Core 60/40 Balanced Allocation ETF

Cheapest

AOR 0.15%

iShares Core 60/40 Balanced Allocation ETF

Largest by AUM

CGBL $6.99B

Capital Group Core Balanced ETF

All Asset Allocation funds

Score	Ticker	Name	Expense	AUM	Yield
81	AOR	iShares Core 60/40 Balanced Allocation ETF	0.15%	$3.67B	2.56%
80	AOA	iShares Core 80/20 Aggressive Allocation ETF	0.15%	$3.21B	2.11%
77	AOM	iShares Core 40/60 Moderate Allocation ETF	0.15%	$1.79B	3.07%
76	CGBL	Capital Group Core Balanced ETF	0.33%	$6.99B	1.87%
72	AOK	iShares Core 30/70 Conservative Allocation ETF	0.15%	$812.9M	3.36%

Compare within Asset Allocation

Run a side-by-side on any pair of Asset Allocation funds — holdings overlap, cost difference, score breakdown. Start with the compare hub or 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.