Category
Asset Allocation
Funds of funds with a fixed stock/bond mix (80/20 down to 30/70) inside one ticker. Scoring uses the wrapper expense ratio; underlying-fund fees are already in that number and are not counted twice.
5 funds in the catalog. Scored using methodology v0.5.2. · Read the guide
All Asset Allocation funds
| Score | Ticker | Name | AUM |
|---|---|---|---|
| 81 | AOR | iShares Core 60/40 Balanced Allocation ETF | $3.87B |
| 81 | AOA | iShares Core 80/20 Aggressive Allocation ETF | $3.29B |
| 77 | AOM | iShares Core 40/60 Moderate Allocation ETF | $1.89B |
| 77 | CGBL | Capital Group Core Balanced ETF | $7.65B |
| 72 | AOK | iShares Core 30/70 Conservative Allocation ETF | $818.6M |
Compare within Asset Allocation
The closest-held pairs in this category, by holdings overlap. Each side-by-side breaks down shared positions, cost difference, and the full score breakdown.
- AOK vs AOM 89.7% overlap
- AOA vs AOR 80.4% overlap
- AOM vs AOR 79.9% overlap
- AOK vs AOR 69.8% overlap
- AOA vs AOM 60.5% overlap
- AOA vs AOK 50.3% overlap
- AOA vs CGBL 0.0% overlap
- AOK vs CGBL 0.0% overlap
Every other pairing is on the compare hub.