ETF comparison

AOKvsAOM

Both Asset Allocation.

iShares Core 30/70 Conservative Allocation ETF · iShares Core 40/60 Moderate Allocation ETF

Holdings overlap

Weighted by ISIN/CUSIP
89.7%

7 positions appear in both funds. Buying equal dollars of AOK and AOM would leave roughly89.7%of each dollar exposed to the same underlying securities.

AOK only 10.3%Shared 89.7%AOM only 10.3%
In AOK only
0 positions
Shared
7 positions
In AOM only
0 positions

Side by side

AOK

iShares Core 30/70 Conservative Allocation ETF

iShares · Asset Allocation

72composite / 100
Expense ratio
0.15%
Net assets
$798.6M
TTM yield
3.43%
Top-10 conc.
99.9%
AOM

iShares Core 40/60 Moderate Allocation ETF

iShares · Asset Allocation

77composite / 100
Expense ratio
0.15%
Net assets
$1.80B
TTM yield
3.09%
Top-10 conc.
99.9%

Sub-score comparison

85
Cost
85
71
Tax efficiency
72
52
Liquidity
68
N/A
Concentration
N/A
Tracking quality
AOKsub-scoreAOM

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

Expense ratios are effectively identical (0.15% vs 0.15%).

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with AOK vs AOM.

Top shared holdings

7 shared in total
#HoldingIn AOKIn AOMOverlap
1iShares Core Universal USD Bond ETF57.81%49.05%49.05%
2iShares Core S&P 500 ETF18.05%23.83%18.05%
3iShares Core MSCI International Developed Mkt ETF8.76%11.56%8.76%
4iShares Core International Aggregate Bond ETF10.03%8.51%8.51%
5iShares Core MSCI Emerging Markets ETF3.75%4.95%3.75%
6iShares Core S&P Mid-Cap ETF1.03%1.35%1.03%
7iShares Core S&P Small-Cap ETF0.50%0.66%0.50%

Only in AOK

0 total

Every AOK position is also held by AOM.

Only in AOM

0 total

Every AOM position is also held by AOK.

Open AOK or AOM at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see/methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.