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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 unmatched 99.9% Shared 0.0% CGBL unmatched 99.4%

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 AOM only
7 positions
Shared
0 positions
In CGBL only
76 positions

Side by side

AOM

iShares Core 40/60 Moderate Allocation ETF

iShares · Asset Allocation

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

Capital Group Core Balanced ETF

Capital Group · Asset Allocation

77 composite / 100
Expense ratio
0.33%
Net assets
$7.65B
TTM yield
1.96%
Top-10 conc.
59.3%

Sub-score comparison

85
Cost
67
72
Tax efficiency
74
69
Liquidity
95
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 49.61%
  • iShares Core S&P 500 ETF 23.41%
  • iShares Core MSCI International Developed Mkt ETF 11.68%
  • iShares Core International Aggregate Bond ETF 8.89%
  • iShares Core MSCI Emerging Markets ETF 4.36%
  • iShares Core S&P Mid-Cap ETF 1.31%
  • iShares Core S&P Small-Cap ETF 0.65%

Only in CGBL

76 total
  • Capital Group Core Plus Income ETF 23.28%
  • Capital Group Core Bond ETF 15.64%
  • Broadcom Inc 4.58%
  • Taiwan Semiconductor Manufacturing Co Ltd 3.49%
  • Alphabet Inc 2.79%
  • Micron Technology Inc 2.23%
  • Philip Morris International Inc 2.07%
  • Apple Inc 2.01%
  • Microsoft Corp 1.96%
  • GE Vernova Inc 1.26%

Related comparisons

More comparisons with AOM

More comparisons with CGBL

Percentages are holdings overlap with the named fund.

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.