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ETF comparison

AOM vs CGBL

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 roughly 0.0% 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
74 positions

Side by side

AOM

iShares Core 40/60 Moderate Allocation ETF

iShares · Asset Allocation

77 composite / 100
Expense ratio
0.15%
Net assets
$1.79B
TTM yield
3.07%
Top-10 conc.
99.9%
CGBL

Capital Group Core Balanced ETF

Capital Group · Asset Allocation

76 composite / 100
Expense ratio
0.33%
Net assets
$6.99B
TTM yield
1.87%
Top-10 conc.
55.9%

Sub-score comparison

85
Cost
67
72
Tax efficiency
74
68
Liquidity
93
N/A
Concentration
N/A
—
Tracking quality
—
AOM sub-score CGBL

Tracking quality isn't part of the composite — see what we don't score for 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 the cost 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 ETF 49.05%
  • iShares Core S&P 500 ETF 23.83%
  • iShares Core MSCI International Developed Mkt ETF 11.56%
  • iShares Core International Aggregate Bond ETF 8.51%
  • iShares Core MSCI Emerging Markets ETF 4.95%
  • iShares Core S&P Mid-Cap ETF 1.35%
  • iShares Core S&P Small-Cap ETF 0.66%

Only in CGBL

74 total
  • Capital Group Core Plus Income ETF 21.56%
  • Capital Group Core Bond ETF 14.52%
  • Broadcom Inc 4.16%
  • Taiwan Semiconductor Manufacturing Co Ltd 3.05%
  • Microsoft Corp 2.78%
  • Alphabet Inc 2.49%
  • Philip Morris International Inc 2.42%
  • Capital Group Central Cash Fund 2.05%
  • Apple Inc 1.45%
  • Royal Gold Inc 1.37%

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 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.