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ETF comparison

AOMvsCGBL

Both Asset Allocation.

iShares Core 40/60 Moderate Allocation ETF · Capital Group Core Balanced ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.0%

0 positions appear in both funds. Buying equal dollars of AOM and CGBL would leave roughly0.0%of each dollar exposed to the same underlying securities.

AOM only 99.9%Shared 0.0%CGBL only 100.2%
In AOM only
7 positions
Shared
0 positions
In CGBL only
77 positions

Side by side

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%
CGBL

Capital Group Core Balanced ETF

Capital Group · Asset Allocation

77composite / 100
Expense ratio
0.33%
Net assets
$7.66B
TTM yield
1.87%
Top-10 conc.
59.3%

Sub-score comparison

85
Cost
67
72
Tax efficiency
74
68
Liquidity
95
N/A
Concentration
N/A
—
Tracking quality
—
AOMsub-scoreCGBL

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

Cost difference

AOM is 18 bps cheaper than CGBL. On a $100,000 position that's about $180/yr more in fees for CGBL.

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 AOM vs CGBL.

Top shared holdings

0 shared in total

No shared holdings between these funds.

Only in AOM

7 total
  • iShares Core Universal USD Bond ETF49.05%
  • iShares Core S&P 500 ETF23.83%
  • iShares Core MSCI International Developed Mkt ETF11.56%
  • iShares Core International Aggregate Bond ETF8.51%
  • iShares Core MSCI Emerging Markets ETF4.95%
  • iShares Core S&P Mid-Cap ETF1.35%
  • iShares Core S&P Small-Cap ETF0.66%

Only in CGBL

77 total
  • Capital Group Core Plus Income ETF23.28%
  • Capital Group Core Bond ETF15.64%
  • Broadcom Inc4.58%
  • Taiwan Semiconductor Manufacturing Co Ltd3.49%
  • Alphabet Inc2.79%
  • Micron Technology Inc2.23%
  • Philip Morris International Inc2.07%
  • Apple Inc2.01%
  • Microsoft Corp1.96%
  • GE Vernova Inc1.26%

Open AOM or CGBL at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

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.