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ETF comparison

AOK vs AOM

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 roughly 89.7% of each dollar exposed to the same underlying securities.

AOK unmatched 10.2% Shared 89.7% AOM unmatched 10.2%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

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

72 composite / 100
Expense ratio
0.15%
Net assets
$818.6M
TTM yield
3.50%
Top-10 conc.
99.9%
AOM

iShares Core 40/60 Moderate Allocation ETF

iShares · Asset Allocation

77 composite / 100
Expense ratio
0.15%
Net assets
$1.89B
TTM yield
3.18%
Top-10 conc.
99.9%

Sub-score comparison

85
Cost
85
71
Tax efficiency
72
53
Liquidity
69
N/A
Concentration
N/A
—
Tracking quality
—
AOK sub-score AOM

Tracking quality isn't part of the composite — see what we don't score for 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 the cost calculator pre-filled with AOK vs AOM.

Top shared holdings

7 shared in total
# Holding In AOK In AOM Overlap
1 iShares Core Universal USD Bond ETF 58.23% 49.61% 49.61%
2 iShares Core S&P 500 ETF 17.67% 23.41% 17.67%
3 iShares Core International Aggregate Bond ETF 10.43% 8.89% 8.89%
4 iShares Core MSCI International Developed Mkt ETF 8.81% 11.68% 8.81%
5 iShares Core MSCI Emerging Markets ETF 3.29% 4.36% 3.29%
6 iShares Core S&P Mid-Cap ETF 0.99% 1.31% 0.99%
7 iShares Core S&P Small-Cap ETF 0.49% 0.65% 0.49%

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.

Percentages are holdings overlap with the named fund.

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 methodology and 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.